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 - 9Mumbai, India
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D R Doshi & Co. Is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting, and the firm is located in Mumbai, India.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Banks Accountancy is an Accounting company. Their small team is based in Tustin, California and offers Accounting and Business Consulting. The agency was launched in 2017.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Sunil K Khanna & Co. Is an Accounting company. They are based in New Delhi, India and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Rochester, MI
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Lakeview Financial Consultants is a small Accounting and Business Consulting company headquartered in Rochester, Michigan. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Business Consulting company XYG CPA PLLC, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
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Small Accounting and Business Consulting company Cannabis Legal Group, is in Royal Oak, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Business Consulting company Egan Tax & Books Ltd. Focuses on Business Consulting and Accounting. They are based in New York, New York.
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UndisclosedUndisclosed2 - 9Warren, MI
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Miah, CPA is a small Warren, Michigan-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Southfield, MI
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JVS Detroit is an Accounting and HR Consulting company. Their midsize team is in Southfield, Michigan. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Woodland, CA
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PERRY, BUNCH & JOHNSTON, INC. Is an Accounting company. They provide Accounting and are based in Woodland, California.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Johnston, Martin & Montgomery LLP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thane, India
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Rahul N Gharat and Co is an Accounting company. They are in Thane, India and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Prakash K Prakash Chartered Accountants is an Accounting company. Launched in 1977, the agency is located in New Delhi, India. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Zelin & Associates CPA is an Accounting company. They are in New York, New York and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Long Island City, NY
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Peter A. Burgos CPA, P.C is an Accounting company headquartered in Long Island City, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Rajput Jain and Associates is a small Accounting company in New Delhi, India and New Delhi, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Broadway Tax Professionals is a Business Consulting company in New York, New York. They specialize in Business Consulting and Accounting and were established in 1973.
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UndisclosedUndisclosed2 - 9Mumbai, India
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HG Corporates, a small Accounting and Business Consulting company, is headquartered in Mumbai, India. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Consol is an Accounting company. They are located in New Zealand and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wellington, New Zealand
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Long + Cowan Chartered Accountants, a small Accounting company, is located in Wellington, New Zealand. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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SNR & Company is an Accounting company in New Delhi, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Based in New York, New York, Hara Yoshida Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Auxilia Accounting, Inc is a small Brooklyn, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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R N Marwah & Co is an Accounting company. They provide Accounting and Business Consulting and are in New Delhi, India.
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UndisclosedUndisclosed2 - 9New City, NY
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The DeMinno CPA Firm is a small Accounting company in New City, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Kingston, NY
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Founded in 1946, PKHB CPA is a small Accounting company headquartered in Kingston, New York. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kingston, NY
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Launched in 2001, Anthony M Buzzeo CPA is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Small Accounting company Glasgow Bookkeepers, is located in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Port Jervis, NY
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Accounting company Peavey & Company is in Port Jervis, New York. Launched in 1972, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Pinpoint Bookkeeping is an Accounting company. They are in Glasgow, Scotland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lagrangeville, NY
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Small Accounting company Cindy M Smith CPA, is in Lagrangeville, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fishkill, NY
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Day Seckler LLP is an Accounting company. Their team is located in Fishkill, New York. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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FIN X Services is a small Mumbai, India-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerGlasgow , Scotland
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Bookwise Bookkeeping Limited is an Accounting company. The firm is located in Glasgow , Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Airmont, NY
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Steven R. Katz & Company is an Accounting company. The firm is headquartered in Airmont, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Sound Bookkeeping is a small Accounting company based in Glasgow, Scotland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kraśnik, Poland
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In Kraśnik, Poland, TAX Biuro Rachunkowe mgr Mieczysław Dudzic is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Newton Mearns, Scotland
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Meadowhill Accounts is a small Newton Mearns, Scotland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kingston, NY
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Daniel D Gagnon CPA PC is an Accounting company in Kingston, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow , Scotland
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J C Wallace & Co is an Accounting company. They are based in Glasgow , Scotland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Goshen, NY
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Cooper Arias, LLP, an Accounting company, is in Goshen, New York. They specialize in Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9Bishopbriggs, Scotland
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Bookkeeping & Admin Services Ltd is an Accounting company. Their small team is in Bishopbriggs, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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525 Accountancy Services is an Accounting company founded in 2012. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Batorz, Poland
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In Batorz, Poland, Biuro Podatkowe Anna Kowalska is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Small Accounting company My Bookkeeper Bill, is located in Glasgow, Scotland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Poughkeepsie, NY
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B N Thakkar CPA P.C. Is an Accounting company. Launched in 2012, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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J B Accountancy Smart Solutions Ltd is a small Accounting company located in Glasgow, Scotland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sandomierz, Poland
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Biuro Rachunkowe K1 Dorota Szewczyk, a small Accounting company, is located in Sandomierz, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fishkill, NY
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Launched in 1988, Artcpa is a small Fishkill, New York-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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MMH CPA Professional Corporation is an Accounting company. The Vaughan, Canada-based company was founded in 2013. Their team offers Accounting.
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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.