Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Panchkula, India
Services provided
Tarun Gupta & Associates is a Panchkula, India-based Accounting company. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
APEX Accounting is a small Toronto, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sahibzada Ajit Singh Nagar, India
Services provided
Garg Bansal & Company is an Accounting company. The agency is headquartered in Sahibzada Ajit Singh Nagar, India. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Panchkula, India
Services provided
Small Accounting company S. Ashish & Co., is headquartered in Panchkula, India. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Small Accounting company Counttech CPA, is based in Toronto, Canada. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Small Accounting company MP Group, is headquartered in Toronto, Canada. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Small Accounting company Clark and Homer Chartered Professional Accountants, is headquartered in Toronto, Canada. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Mason Group is a small Toronto, Canada-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Jönköping, Sweden
Services provided
Lidhed Boström Accounting & Auditing is a small Jönköping, Sweden-based Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lublin, Poland
Services provided
Biuro Rachunkowe In Plus is an Accounting company. Based in Lublin, Poland, the firm was established in 2011. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Linköping, Sweden
Services provided
City Redovisning i Linköping AB is a Linköping, Sweden-based Accounting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Warszawa, Poland
Services provided
SR Polska Sp. Z o.o. Is an Accounting company. Their small team is in Warszawa, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Linköping, Sweden
Services provided
BRA Ekonomi is a Linköping, Sweden-based Accounting company. Launched in 1990, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Norrköping, Sweden
Services provided
Small Accounting company RekoCare Redovisning AB, is located in Norrköping, Sweden. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Opole Lubelskie, Poland
Services provided
FENUS Biuro Rachunkowe is an Accounting company established in 2015. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Finspång, Sweden
Services provided
Företagstjänst i Finspång AB is an Accounting company. Their small team is based in Finspång, Sweden. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Launched in 2012, Best Team Tax Consulting Group is an Accounting company. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Valdemarsvik, Sweden
Services provided
Nilssons Affärsbyrå Eftr AB is an Accounting company. Their small team is in Valdemarsvik, Sweden. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Linköping, Sweden
Services provided
Sandberg's Accounting & Auditing AB is a small Linköping, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Växjö, Sweden
Services provided
Accounting company Confido Accounting AB was launched in 1969. The agency offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Accounting company Business World was founded in 1986. The firm specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Norrköping, Sweden
Services provided
Founded in 2014, LEBA Ekonomibyrå is an Accounting company. The company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bålsta, Sweden
Services provided
Bålsta RedovisningsKonsult AB is an Accounting company. Their small team is headquartered in Bålsta, Sweden. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Headquartered in El Cajon, California, Tax Structures, Inc. Is an Accounting company. They provide Accounting and were founded in 2005.
Read more -
UndisclosedUndisclosedFreelancerBro, Sweden
Services provided
RÄÄF REDOVISNINGSBYRÅ is a small Bro, Sweden-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
PHYLLIS MCCARTHY, E.A. Is an Accounting company headquartered in El Cajon, California. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Uppsala, Sweden
Services provided
Delight AB, a small Accounting company, is located in Uppsala, Sweden. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9AAM, Argentina
Services provided
Stigliano and Associates Study is a small Accounting company based in AAM, Argentina. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Järfälla, Sweden
Services provided
Ekonomianalys KL AB, a midsize Accounting company, is located in Järfälla, Sweden. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tumba, Sweden
Services provided
Ekonomiassistenter is a small Tumba, Sweden-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
Services provided
Headquartered in Buenos Aires, Argentina, Estudio Chiaradía & Asociados is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Järfälla, Sweden
Services provided
Located in Järfälla, Sweden, MEGA Ekonomi is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Midway Income Tax & Accounting Services is an Accounting company. The company is located in El Cajon, California. Their team provides Accounting.
Read more -
UndisclosedUndisclosedFreelancerVästerås, Sweden
Services provided
MÅ Redovisning AB is an Accounting company. They are based in Västerås, Sweden and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
Services provided
Estudio Cerdeira is an Accounting company founded in 1964. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
Services provided
Confiance Capital Consultora is an Accounting company. They are in Buenos Aires, Argentina and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
Services provided
Launched in 1949, Estudio Fabiani, a small Accounting company, is headquartered in Buenos Aires, Argentina. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49ACB, Argentina
Services provided
Small Accounting company Estudio Integral Contable, is headquartered in ACB, Argentina. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Uppsala, Sweden
Services provided
DM Accounting is an Accounting company. Their small team is located in Uppsala, Sweden and focuses on Accounting. The firm was launched in 2006.
Read more -
UndisclosedUndisclosed2 - 9Birmingham , England
Services provided
Accountant Birmingham is an Accounting company. They are headquartered in Birmingham , England and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerVästerås, Sweden
Services provided
JP Ekonomiservice is an Accounting company. Their small team is based in Västerås, Sweden. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
DMG Worldwide, Inc. Is an Accounting company launched in 1998. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lawrenceville, GA
Services provided
The Green Group, an Accounting company, was established in 1991. The small team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Chandigarh, India
Services provided
Rakesh Kanwar & Co. Is an Accounting company. The team is headquartered in Chandigarh, India, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indore, India
Services provided
Abhisek Gang & Company is an Accounting company. Their small team of employees is in Indore, India. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lublin, Poland
Services provided
Launched in 1995, Biuro Rachunkowe Praktyk sc is a small Accounting company headquartered in Lublin, Poland. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indore, India
Services provided
Accounting company O.P. Totla & Co. Is based in Indore, India. They provide Accounting.
Read more -
UndisclosedUndisclosed10 - 49Indore, India
Services provided
GMA & Associates, a small Accounting company, is located in Indore, India. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lublin, Poland
Services provided
Danacco - Accounting Office Magdalena Daniłoś is an Accounting company established in 1998. In Lublin, Poland, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Indore, India
Services provided
Khandelwal Kakani & Co., a small Accounting company, is located in Indore, India. The team focuses on Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$10,000+< $25 / hr50 - 249Noida, India
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.