Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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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UndisclosedUndisclosed2 - 9Atlanta, GA
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Schloemer Business Services, LLC is an Accounting company headquartered in Atlanta, Georgia and Moultrie, Georgia. They provide Accounting and Business Consulting and were established in 2008.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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The Azure Group is an Accounting company. The Sydney, Australia-based firm was founded in 2002. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Zetland, Australia
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Accounting company M.A.S Partners was established in 1961. In Zetland, Australia and Southbank, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Brisbane City, Australia
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ShineWing Australia, a midsize Accounting company, is in Brisbane City, Australia and Melbourne, Australia. The team specializes in Accounting and Advertising.
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UndisclosedUndisclosedFreelancerJönköping, Sweden
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GBF Redovisning AB is a Jönköping, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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DJM Finance Biuro Rachunkowe is a small Accounting company located in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Karlskoga, Sweden
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FIXA Redovisning is an Accounting company. Their small team is based in Karlskoga, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company TAXARIS SP. Z OO, is based in Lublin, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Karlstad, Sweden
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Ekonomipartner i Wermland AB is a small Karlstad, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Biuro rachunkowe FOX, is headquartered in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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SAVETIME is an Accounting company. They are located in Stockholm, Sweden and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Konsultant Alicja Michałowska, an Accounting company, is in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sonoma, CA
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Aho + Associates is a Sonoma, California-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2001.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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TOP-SECRET is an Accounting company. The Lublin, Poland-based firm was founded in 1992. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ludhiana, India
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Based in Ludhiana, India, B. Rattan & Associates is an Accounting company. They offer Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9Napa, CA
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WINERY ACCOUNTING & COMPLIANCE CO. Is an Accounting company founded in 2010. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Ludhiana, India
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Established in 1980, P.C. Goyal & Co. Is an Accounting company. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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Accounting company RevisorCompaniet is in Stockholm, Sweden. They specialize in Accounting and Business Consulting and were founded in 2002.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Biuro rachunkowe KOF is an Accounting company located in Lublin, Poland. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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TKMS and Associates LLP is a small Accounting company based in Chennai, India. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Chennai, India
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M Nachiappan & Co (MNCO) is a small Accounting company located in Chennai, India. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Falköga, an Accounting company, is based in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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T.Selvaraj and Co. Is an Accounting company. The Chennai, India-based company was launched in 1979. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Kopa Konsult AB, a small Accounting company, is located in Stockholm, Sweden. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Loganathan & Associates is a small Accounting company located in Chennai, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Ruth Zakowski, CPA is a Yorba Linda, California-based Accounting company. They offer Accounting and were established in 2003.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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Accounting company Saldo Redovisning was founded in 1999. The team offers Accounting and Business Consulting and is located in Stockholm, Sweden.
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UndisclosedUndisclosed2 - 9Huddinge, Sweden
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Hefab Redovisning AB is an Accounting company. Launched in 2003, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Accounting company Ish Jindal CPA Professional Corporation is located in Vaughan, Canada. Founded in 2000, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Sastra Pty Limited is an Accounting company launched in 2009. The team offers Accounting and HR Consulting and is headquartered in Sydney, Australia.
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UndisclosedUndisclosed2 - 9The Rocks, Australia
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Beanstalk Accountants Pty Ltd is an Accounting company. The team offers Accounting, and the firm is located in The Rocks, Australia.
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UndisclosedUndisclosed10 - 49Anaheim, CA
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Based in Anaheim, California, Stage 1 Financial is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Low Tax Ltd. Is an Accounting company. They are in Richmond Hill, Canada and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Rubiix Business Accountants, an Accounting company, was launched in 2010. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Dimas, CA
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ROGER ROSSMEISL, CPA, an Accounting company, is located in San Dimas, California. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Windsor, Australia
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BWA Accountants + Business Advisors is an Accounting company. Their small team of employees is located in Windsor, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brea, CA
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Accounting company Schlotzhauer & West, Certified Public Accountants is based in Brea, California. Launched in 2018, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Accounting company Larry Ostrosky & Associates was launched in 1991. The team specializes in Accounting and Business Consulting and is headquartered in Yorba Linda, California.
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UndisclosedUndisclosed2 - 9London, England
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Carbon Accountancy is an Accounting company launched in 2001. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Caledon, Canada
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Libralato & Company Business Solutions is an Accounting company. The Caledon, Canada-based team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Chester , England
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Chester Accounting Services, a small Accounting company, is in Chester , England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Osborne Park, Australia
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Business Mantra Chartered Accountants & Business Advisors is an Accounting company. They provide Accounting and Business Consulting and are located in Osborne Park, Australia.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Accounting company Beyond Accounting provides Accounting and Corporate Training & Coaching. They are based in Dublin, Ireland.
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UndisclosedUndisclosed2 - 9Brea, CA
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Focus CPA Group is an Accounting company. The Brea, California-based company was founded in 2004. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Urquidez & Associates, CPAs is an Accounting company. They are in Long Beach, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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The Co. Accountants & Business Advisors, an Accounting company, is based in Melbourne, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Headquartered in Toronto, Canada and Markham, Canada, A&A Partners LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company Veritas Accountants & Advisory Limited specializes in Accounting. They are based in Manchester, England.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Eric Salmon & Partners is an Accounting company in Milano, Italy. Established in 1990, the team focuses on Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Ignitus Accountants & Advisors is an Accounting company. They are headquartered in Melbourne, Australia and have small team. They focus on Accounting and Business Consulting.
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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 -
$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
34.3/40.017/20 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Dubai, 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.7/40.017/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 / 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.