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.
-
$1,000+$25 - $49 / hr10 - 49
Services provided
Founded in 2021, LEKHAKAR is an Accounting and Finance & Accounting Outsourcing (FAO) company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Annacotty, Ireland
Services provided
CoffeyCo is a small Accounting company headquartered in Annacotty, Ireland. Their services include Accounting.
Read more -
$5,000+$50 - $99 / hr250 - 999Mumbai, India
Services provided
CFO Bridge is a Commercial Financing company. The midsize Mumbai, India-based team provides Commercial Financing and Accounting. The company was founded in 2012.
Read more -
$5,000+$25 - $49 / hr50 - 249Plymouth, WI
Services provided
PanaHEALTH is a Transcription company. They are headquartered in Plymouth, Wisconsin, and their services include Transcription and Business Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
Established in 2020, Genzed Technologies is an Accounting and Financial Advising & Planning company. In London, England, the team provides Accounting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr10 - 49Sahibzada Ajit Singh Nagar, India
Services provided
Accounting Outsource Hub is an Accounting company. Headquartered in Sahibzada Ajit Singh Nagar, India, their small team provides Accounting. The agency was established in 2015.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Account Tax Pros. Is an Accounting company. Established in 1994, their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
Dexado Accounting and Tax is an Accounting company. Launched in 2020, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
AKW Consultants, a Cybersecurity company, was established in 2000. The team offers Cybersecurity and IT managed services and is headquartered in Dubai, United Arab Emirates.
Read more -
$1,000+$50 - $99 / hr2 - 9Giza, El sheikh Zayed, Egypt
Services provided
Founded in 2017, Axcell is a small IT strategy consulting company. Their services include IT strategy consulting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Wyckoff, NJ
Services provided
OneBooks LLC, an Accounting company, is in Wyckoff, New Jersey. Their services include Accounting and Finance Law.
Read more -
$1,000+< $25 / hr10 - 49Kolkata, India
Services provided
Founded in 2014, MPVD & Associates is an Accounting company. Their team specializes in Accounting and Corporate Law.
Read more -
UndisclosedUndisclosed50 - 249Abu Dhabi, United Arab Emirates
Services provided
Auriga Consultants, a Business Consulting company, offer Business Consulting and Financial Advising & Planning. They were established in 2000.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Business Consulting company AL HUDAIBIYAH - DCS was founded in 2012. The team specializes in Business Consulting and Accounting.
Read more -
$100,000+$100 - $149 / hr10 - 49Harrow, England
Services provided
Dns accountants franchise is a Harrow, England-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Kanpur, India
Services provided
Headquartered in Kanpur, India, Fairgood advisors LLP is a midsize Accounting company. The team focuses on Accounting and Financial Advising & Planning.
Read more -
Undisclosed$50 - $99 / hr2 - 9Kirkland, WA
Services provided
Clear Profit 365, Inc is a small Accounting company launched in 2002. Their services include Accounting and Funding & Investment.
Read more -
$1,000+$100 - $149 / hr2 - 9San Carlos, CA
Services provided
Business Consulting company Kuhn Capital focuses on Business Consulting and Financial Advising & Planning. They are located in San Carlos, California.
Read more -
$50,000+$25 - $49 / hr10 - 49
Services provided
FAULKNER SURETY & INSURANCE, an Insurance Services & Brokers company, was established in 2022. The firm specializes in Insurance Services & Brokers.
Read more -
Undisclosed< $25 / hr250 - 999
Services provided
Accounting company Cross Border VAT was founded in 2004. The team provides Accounting and is headquartered in London, England.
Read more -
$1,000+$25 - $49 / hr10 - 49Frisco, TX
Services provided
Sankalp Title is an Insurance Services & Brokers company founded in 2022. The company provides Insurance Services & Brokers and Business Consulting.
Read more -
$100,000+$50 - $99 / hr10 - 49دبي, United Arab Emirates
Services provided
Al Sayegh Insurance Brokers L.L.C, a small Insurance Services & Brokers company, is in دبي, United Arab Emirates. Their services include Insurance Services & Brokers.
Read more -
$1,000+$150 - $199 / hr10 - 49Genève, Switzerland
Services provided
Based in Genève, Switzerland, Fidulex is an Accounting and Business Valuation Services company. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed10 - 49Sathamangalam, India
Services provided
Elysian communication Private Limited, a Digital Strategy company, was established in 1999. The firm offers Digital Strategy and BI & big data consulting & SI.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
In New York, New York and New York, New York, Global Bookkeeping is an Accounting company. They provide Accounting and were established in 2007.
Read more -
UndisclosedUndisclosed250 - 999Mumbai, India
Services provided
Knight Fintech is an Accounting and Financial Advising & Planning company established in 2019. The agency offers Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr10 - 49Ghaziabad, India
Services provided
Digiaccounto, an Accounting company, offer Accounting and Commercial Financing. They were founded in 2010.
Read more -
Undisclosed$100 - $149 / hr2 - 9Christchurch, New Zealand
Services provided
Bradley Nutall is a Financial Advising & Planning and Financial Consulting company founded in 2013. The company provides Financial Advising & Planning and Financial Consulting, and is small.
Read more -
UndisclosedUndisclosed50 - 249Eight Mile Plains, Australia
Services provided
Headquartered in Eight Mile Plains, Australia, Become A Provider is a Business Consulting company. Founded in 2020, the team specializes in Business Consulting and Insurance Services & Brokers.
Read more -
$1,000+Undisclosed2 - 9Chennai, India
Services provided
Manyvin Auditor Office is a Chennai, India-based Funding & Investment company. Their services include Funding & Investment and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Equilibriumconsultantsnj is an Accounting company. The firm is headquartered in. Their team offers Accounting and Financial Advising & Planning.
Read more -
$25,000+Undisclosed2 - 9Mississauga, Canada
Services provided
Max Mortgages Inc. Is a small Commercial Brokerage Services company. They focus on Commercial Brokerage Services and Commercial Property Management and were launched in 2015.
Read more -
UndisclosedUndisclosed10 - 49Harrow, England
Services provided
3E’S Accountants Ltd is an Accounting company. They are based in Harrow, England and Hitchin, England, and their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr10 - 49Dammam, Saudi Arabia
Services provided
Advisory corporate, an Accounting company, is based in Dammam, Saudi Arabia. They provide Accounting and Financial Advising & Planning and were established in 1985.
Read more -
UndisclosedUndisclosed10 - 49Deeside, Wales
Services provided
Business Finance House is a Commercial Financing company. They were established in 2020, and their services include Commercial Financing and Financial Advising & Planning.
Read more -
Undisclosed$50 - $99 / hr2 - 9Wrocanka, Poland
Services provided
Biuro Rachunkowe Wojciech Kaczmarczyk is an Accounting company. The team is based in Wrocanka, Poland, and their services include Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Clovis, CA
Services provided
ASN Software, a custom software development company, is headquartered in Clovis, California and Oakland, California. They offer Custom Software Development and Web Design.
Read more -
$10,000+< $25 / hr10 - 49
Services provided
AquiferCfo, a Finance & Accounting Outsourcing (FAO) company, is headquartered in Toronto, Canada. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Scottsdale, AZ
Services provided
Accounting company Bright Fiduciary Financial Advisor was founded in 2005. The team provides Accounting and Financial Advising & Planning.
Read more -
$5,000+$100 - $149 / hr10 - 49Subiaco, Australia
Services provided
Financial Advising & Planning company Smith Coffey is in Subiaco, Australia. They specialize in Financial Advising & Planning and were launched in 1972.
Read more -
UndisclosedUndisclosed2 - 9Wigan, England
Services provided
Elver E-commerce Accountants is a Wigan, England-based Accounting company. Their services include Accounting and Ecommerce Marketing.
Read more -
UndisclosedUndisclosed2 - 9Brentwood, CA
Services provided
All California Lending is a Financial Advising & Planning company launched in 2008. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Bolingbrook, IL
Services provided
Tax Pros 360 Inc is an Accounting company. They provide Accounting and were launched in 2024. The company is based in Bolingbrook, Illinois.
Read more -
Undisclosed< $25 / hr50 - 249Kathmandu, Nepal
Services provided
Based in Kathmandu, Nepal and Butwal, Nepal, NBSM & Associates is a Business Consulting company. They offer Business Consulting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Commerce City, CO
Services provided
DK/RK Services, LLC is an Accounting company. The small Commerce City, Colorado-based team specializes in Accounting. The firm was launched in 2007.
Read more -
$10,000+$25 - $49 / hr2 - 9
Services provided
EFunder Capital is a Financial Advising & Planning company. Founded in 2020, the company is in Penn Hills, Pennsylvania. Their team offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49The Vines, Australia
Services provided
Small Accounting company Up2Date Administration, is located in The Vines, Australia. Their services include Accounting and Financial Consulting.
Read more -
$1,000+< $25 / hr2 - 9Brooklyn, NY
Services provided
A2Z Medical Billing Services, a Back Office Outsourcing company, is located in Brooklyn, New York. Founded in 2023, the team focuses on Back Office Outsourcing and Accounting.
Read more -
$25,000+$50 - $99 / hr250 - 999Pasadena, CA
Services provided
Direct Marketing company ITI Direct Mail was founded in 2010. The team focuses on Direct Marketing and Social Media Marketing.
Read more -
$1,000+$100 - $149 / hr10 - 49Plano, TX
Services provided
Founded in 2019, A2 AutoCare is a Business Consulting company. The small team focuses on Business Consulting and Business Valuation Services.
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
-
$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.