Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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$5,000+$25 - $49 / hr2 - 9
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FCCA Accounts & Tax LTD is an Accounting company. Founded in 2017, their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Bestar Services Pte. Ltd is an Accounting company. The Singapore, Singapore-based company was established in 2010. Their services include Accounting and Financial Consulting.
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$5,000+$100 - $149 / hr10 - 49Toronto, Canada
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Headquartered in Toronto, Canada and Bengaluru, India, ENGAIZ is a small Cybersecurity company. Their services include Cybersecurity and Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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Business Consulting company PJS & Co. CPAs was established in 2015. The firm specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Peterborough, England
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LeeP Accountants, an Accounting company, was founded in 2015. Headquartered in Peterborough, England, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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GavTax Advisory Services is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and are located in Houston, Texas.
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$1,000+$100 - $149 / hrFreelancerOberhausen, Germany
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Lomee is a Financial Advising & Planning company. The Oberhausen, Germany-based firm was launched in 2022. Their team provides Financial Advising & Planning.
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$5,000+$100 - $149 / hr50 - 249Hampton Lovett, England
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Ballards LLP is a midsize IT strategy consulting and Accounting company. Launched in 2002, the team specializes in IT strategy consulting and Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Financial Consulting company Affotax was launched in 1990. The team offers Financial Consulting and Financial Advising & Planning and is located in London, England and London, England.
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$1,000+$150 - $199 / hr10 - 49Ahmedabad, India
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D&V Business Consulting is a Corporate Training & Coaching company. They were founded in 2017 and focus on Corporate Training & Coaching and Accounting.
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$5,000+$100 - $149 / hr2 - 9
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M Raza & Co, an Accounting company, is located in Cardiff, Wales. They provide Accounting and were founded in 2003.
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UndisclosedUndisclosed2 - 9Wigan, England
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Founded in 2006, Helen Ferneyhough Associates is a Commercial Financing and Insurance Services & Brokers company. The small team specializes in Commercial Financing and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249
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Financial Advising & Planning company SJ FINANCIAL was established in 1992. The agency specializes in Financial Advising & Planning, and is midsize.
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UndisclosedUndisclosed2 - 9Chigwell, England
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Financial Advising & Planning company Apex Accountants & Tax Advisors LTD is located in Chigwell, England. Founded in 2013, the team focuses on Financial Advising & Planning and Tax Law.
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$5,000+$200 - $300 / hr10 - 49West Leederville, Australia
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Accounting company Insight Advisory Group was established in 1990. Located in West Leederville, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Parrish, FL
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Profit Leap Consulting, LLC is a Marketing Strategy company. Founded in 2023, the company is based in Parrish, Florida. Their services include Marketing Strategy and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Calgary, Canada
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Established in 2019, Tax Buddies is a small Calgary, Canada-based Accounting company. Their team specializes in Accounting.
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$1,000+$150 - $199 / hr10 - 49Lawrenceville, GA
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BestLyfe Group is a Lawrenceville, Georgia-based social media marketing firm. The team offers Social Media Marketing and Search Engine Optimization.
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$1,000+$25 - $49 / hr2 - 9
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Insurance Leads Store is an Insurance Services & Brokers company. The agency is in Toronto, Canada. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Global Business Services DMCC is a Business Consulting company. They were launched in 2010 and offer Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Louisville, CO
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Accounting company Origin CPA Group is located in Louisville, Colorado. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Cockeysville, MD
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Financial Advising & Planning company Marshall Financial Group, LLC provides Financial Advising & Planning. They were launched in 2015.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Secure Finance is a Financial Advising & Planning company established in 2015. Headquartered in Mumbai, India, the team provides Financial Advising & Planning.
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$1,000+$300+ / hr2 - 9Parramatta, Australia
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Financial Advising & Planning company Macarthur Wealth Management was founded in 2019. The company provides Financial Advising & Planning, and is small.
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UndisclosedUndisclosed10 - 49
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Medical Revenue Associates, Inc. Is a Back Office Outsourcing company established in 1997. Their team provides Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249
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ERP consulting and SI company Gseven Computer Buisness Pvt Ltd was founded in 2004. In Delhi, India, the team provides ERP consulting and SI and Custom Software Development.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Integrity Coverage Group Inc, an Insurance Services & Brokers company, was founded in 2006. The firm provides Insurance Services & Brokers, and is small.
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$10,000+$200 - $300 / hr10 - 49Singapore, Singapore
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Segovia Financial Services Pte. Ltd., a Business Consulting company, is headquartered in Singapore, Singapore. They provide Business Consulting and Back Office Outsourcing and were founded in 2016.
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$5,000+$25 - $49 / hr10 - 49London, England
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OLS (Open Link Systems ) is a SEO agency. The firm is headquartered in London, England. Their services include Search Engine Optimization and IT staff augmentation.
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UndisclosedUndisclosed50 - 249Gurugram, India
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Staffing company Business consulting firms is headquartered in Gurugram, India. Their services include Staffing and HR Consulting.
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$1,000+$100 - $149 / hr10 - 49
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Vanguard Realty Advisors is a Commercial Development company. They were launched in 2011 and focus on Commercial Development and Commercial Financing.
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UndisclosedUndisclosed10 - 49Port Coquitlam, Canada
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Founded in 2022, JourneyApproved is a Financial Advising & Planning and Financial Consulting company. The firm provides Financial Advising & Planning and Financial Consulting, and is small.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Insight Therapy Solutions is an Insurance Services & Brokers and Benefits Administration company in Las Vegas, Nevada. Their services include Insurance Services & Brokers and Benefits
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UndisclosedUndisclosed2 - 9
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Business Consulting and Accounting company BUH Consulting was founded in 2000. The agency offers Business Consulting and Accounting, and is small.
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$25,000+$50 - $99 / hr10 - 49Sydney, Australia
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Veye Pty Ltd is a Financial Advising & Planning company founded in 2017. The team focuses on Financial Advising & Planning and Financial Consulting and is located in Sydney, Australia.
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UndisclosedUndisclosed10 - 49Orlando, FL
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SparkLMS is a web design company. Located in Orlando, Florida, the team focuses on Web Design and Custom Software Development.
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$5,000+$25 - $49 / hr50 - 249Abu Dhabi, United Arab Emirates
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AMA Global Audit Tax Advisory is a Compliance Consulting company. Their team is based in Abu Dhabi, United Arab Emirates and provides Compliance Consulting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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INSURA - Best Insurance Company in UAE | Get insurance at most affordable price is an Insurance Services & Brokers company launched in 2021. The midsize team provides Insurance Services & Brokers.
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$1,000+$100 - $149 / hr250 - 999
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QuickBooks Enterprise Support (+1-844-397-7462) is an Accounting company located in Smithtown, New York. Their services include Accounting.
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$1,000+Undisclosed2 - 9Bluffton, SC
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Chris Hervochon, CPA, CVA LLC is an Accounting company. They are in Bluffton, South Carolina and have small team. They focus on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Chennai accounts is an Accounting company launched in 2019. The team offers Accounting.
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$1,000+Undisclosed50 - 249Taguig, Philippines
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Filepino, Inc. , a Business Consulting company, was launched in 2012. The team focuses on Business Consulting and Accounting.
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$25,000+$25 - $49 / hr10 - 49Austin, TX
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In Austin, Texas, Park Place Finance LLC is a Funding & Investment company. The team offers Funding & Investment and Insurance Services & Brokers.
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$1,000+$100 - $149 / hr2 - 9Natick, MA
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Headquartered in Natick, Massachusetts, DMconsultant is a small Accounting company. The team specializes in Accounting and Business Consulting.
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$25,000+< $25 / hr10,000+Princeton, NJ
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Back Office Outsourcing company Insurance BackOffice Pro offers Back Office Outsourcing and Accounting. They are located in Princeton, New Jersey.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Founded in 2004, Warfield and Associates is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49
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Founded in 2021, WLP Restructuring is a small Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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Finance & Accounting Outsourcing (FAO) and Accounting company Tax Save | Tax Accountants Parramatta offers Finance & Accounting Outsourcing (FAO) and Accounting. They were founded in 2015.
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$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
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Life Insurance Bazaar is a Finance & Accounting Outsourcing (FAO) company. Established in 2018, the team provides Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hammond, IN
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Wisely Advised, LLC is a small Financial Advising & Planning company located in Hammond, Indiana. The team specializes in Financial Advising & Planning and Digital Asset Management.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.