Top Financial Services Firms
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Featured
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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 - 9Newburgh, NY
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Stanley Marks and Company is a small Accounting company headquartered in Newburgh, New York. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Herman & Company CPA's, P.C. Is a small Accounting company headquartered in White Plains, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Kisco, NY
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Selznick & Company, LLP is a small Accounting company. They provide Accounting and were founded in 1994.
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UndisclosedUndisclosed50 - 249Poughkeepsie, NY
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RBT CPAs, LLP is an Accounting company. Launched in 1969, the team focuses on Accounting. The agency is in Poughkeepsie, New York.
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UndisclosedUndisclosed50 - 249Markham, Canada
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Prasad & Company LLP, an Accounting company, was founded in 1985. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9Woodland, CA
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Accounting company Darin Nixon, EA was launched in 1980. Based in Woodland, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Middletown, NY
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KKB&N Certified Public Accountants is an Accounting company established in 1990. The team specializes in Accounting and is based in Middletown, New York.
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UndisclosedUndisclosed2 - 9Goshen, NY
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Located in Goshen, New York, DeBellis & Associates CPAs is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Accounting company Krishan Prabhakar Professional Corporation is headquartered in Mississauga, Canada. Founded in 2006, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Puławy, Poland
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Biuro Rachunkowo-Podatkowe TAX-TEST is an Accounting company. Their small team is based in Puławy, Poland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Biłgoraj, Poland
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Tanipit Biuro Rachunkowe is a small Accounting company in Biłgoraj, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Founded in 2000, G.M. Borkar & Shenoy is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rzeszów, Poland
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Located in Rzeszów, Poland, Rzeszowskie Biuro Rachunkowe is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Henderson, Stewart and Company, PA is an Accounting company. They are in Winston-Salem, North Carolina and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Trenton, NJ
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Alicea Tax Services is an Accounting company. The team focuses on Accounting and Business Consulting and is based in Trenton, New Jersey.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Read, Martin & Slickman, CPAs, LLP is an Accounting company. Founded in 1952, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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CPA Ontario, a small Accounting company, is based in Toronto, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rome, GA
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Small Accounting company Owens & Owens, is headquartered in Rome, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
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Blessed Financial LLC is an Accounting company. They are located in Trenton, New Jersey and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Ferraro Tax & Accounting CPA, LLC is an Accounting company. The Roswell, Georgia-based agency was founded in 2012. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Camphin Boston is an Accounting company. Their small team is based in Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Accounting company True Accounting is in New Delhi, India. Established in 2005, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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MSN & Associates, an Accounting company, was launched in 1993. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Rzeszów, Poland
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Biuro Rachunkowe Rzeszów Rabat is an Accounting company. Established in 1994, the team offers Accounting. The company is in Rzeszów, Poland.
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UndisclosedUndisclosed2 - 9New Delhi, India
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VA Mehta & Co., an Accounting company, is based in New Delhi, India. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1992.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Small Accounting company EKAFIN, is located in Zielona Góra, Poland. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Small Accounting company Grupo Insigne, is headquartered in Rio de Janeiro, Brazil. The team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Auckland, New Zealand
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Launched in 1997, SBA Small Business Accounting New Zealand, a midsize Accounting company, is located in Auckland, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Świebodzin, Poland
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Biuro Rachunkowe IZAREK is an Accounting company launched in 1999. The team specializes in Accounting and is based in Świebodzin, Poland.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Accounts Services is a small Auckland, New Zealand-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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MAGNER is an Accounting company. Their small team is located in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Upper Hutt, New Zealand
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The Tax Lady is an Accounting company. Their small team is based in Upper Hutt, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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A. Prabhakar, CA Professional Corporation is an Accounting company. Launched in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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K.B. Chandna and Co., a small Accounting company, is located in New Delhi, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Based in Rio de Janeiro, Brazil, Across Contábil is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Oakville, Canada
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Located in Oakville, Canada, Tino Gaetani & Carusi Chartered Professional Accountants is an Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Täby, Sweden
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Bokföringsbyrån Hägern AB, an Accounting company, was established in 2000. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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A.R. Malik Professional Corporation, an Accounting company, was launched in 2005. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Woodland, CA
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Small Accounting company A & A Tax Service, is based in Woodland, California. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Palm Desert, CA
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Headquartered in Palm Desert, California, CGC Accountants & Advisors is a midsize Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Launched in 2013, Global Taxation is a small Accounting company. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Rio De Janeiro , Brazil
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Located in Rio De Janeiro , Brazil, Contabilidade Carioca is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Täby,, Sweden
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Saverstams Redovisning AB is an Accounting company founded in 2018. The small team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Based in Burlington, Canada, Jones Thomblison LLP is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Headquartered in Brooklyn, New York, Romain CPA LLC is a small Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Vaziri Accounting is a small Accounting company headquartered in. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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EUROTAX, an Accounting company, is located in Zielona Góra, Poland. Launched in 2000, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Licitus Contabilidade, a small Accounting company, is based in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Accounting office Ewa Konieczna, a small Accounting company, is in Zielona Góra, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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C.A. MCCRAE, CPA, LLC is a small Accounting company. Launched in 2007, the team specializes in 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.