Top Financial Services Firms
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$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.
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UndisclosedUndisclosed2 - 9Clevedon , England
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Dart Services is an Accounting company. Their small team is in Clevedon , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Thomasville, GA
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Waterford Business Solutions is an Accounting company. Their small team is in Thomasville, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Located in Tustin, California, REMM Group is an Accounting company. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Leeds, England
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Founded in 2013, Delta Accounting, a small Accounting company, is headquartered in Leeds, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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SHAH, SHAH & SHAH is an Accounting and Business Consulting company. Founded in 1997, the company is in Mumbai, India. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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California Commercial Investment Group is a small Westlake Village, California-based Accounting company. The team focuses on Accounting and Commercial Development.
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UndisclosedUndisclosed2 - 9Peachtree City, GA
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Launched in 2018, Justin Uhland CPA, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Leeds, England
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RS Accountancy is a small Leeds, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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BSPL Kft. Is an Accounting company. Based in Budapest, Hungary, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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D A Hill Accountancy Services Ltd is an Accounting company. Their small team is based in Leeds, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Accounting company Perscriptor Könyvelőiroda Kft. Is located in Budapest, Hungary. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Established in 2008, GBL Tax Services, LLC is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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CPGI Real Estate Services is a Commercial Financing company established in 2004. Their team offers Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Chuck Johnson CPA is a small Accounting company. Founded in 2008, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Hatkars - Tax, Financial & Legal Consultant, a small Accounting and Business Consulting company, is located in Mumbai, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, MI
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Fox and Felix is an Accounting company. Their team is located in Rochester, Michigan. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southgate, MI
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Treadwell & Associates, Inc is a small Accounting company headquartered in Southgate, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 3, Ireland
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Accountant Online is an Accounting company established in 2015. Based in Dublin 3, Ireland, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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MSF Associates Accountants, an Accounting company, is located in Leeds, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Accounting company J. Murali & Co. Is in Chennai, India. They provide Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Launched in 2017, Accounts Geek Ltd is a small Leeds, England-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Orr Forensic Accounting is an Accounting company launched in 2011. Based in Newport Beach, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Leeds, England
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BHP Chartered Accountants is a midsize Accounting company in Leeds, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Located in Hyderabad, India, M N Reddy & Co. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Leeds, England
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Accounting company Kirk Newsholme Chartered Accountants & Business Advisors was launched in 1992. In Leeds, England, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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Accounting company Everest Accounting Zrt. Was launched in 2005. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Bhubaneswar, India
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Small Accounting company Prasant Das & Associates, is located in Bhubaneswar, India. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company LYEL Accountants was founded in 2015. Located in England, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Accounting company BBR Biuro Biegłego Rewidenta Sp. Z o. O is based in Lublin, Poland. They focus on Accounting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Leeds , England
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Established in 1983, BCL Accountants is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Leeds, England
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SSM Business Solutions LLP is a small Leeds, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, MI
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Small Accounting and Business Consulting company A&J Medbill & Consultants, LLC, is headquartered in Birmingham, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Łęczna, Poland
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Kancelaria Doradcy Podatkowego BaaF Witold Walatek is a small Accounting company in Łęczna, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Biuro Rachunkowe MWasilewska, is located in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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DBA Chartered Accountants is an Accounting company. Their small team of employees is headquartered in Leeds, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Rolling Hills Estates, CA
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Headquartered in Rolling Hills Estates, California, Angela L. H. Sayers, CPA is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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RNH, LLP, an Accounting company, was launched in 2017. The team offers Accounting and is in Seal Beach, California.
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UndisclosedUndisclosed2 - 9Budapest, Hungary
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HM Management Kft., a small Accounting company, is located in Budapest, Hungary. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Lyon, MI
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Mark L. Persitz, CPA, P.C., a small Accounting company, is based in South Lyon, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Launched in 2009, Quantum Accounting Tax Group, a small Accounting company, is headquartered in Riverside, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Grand Blanc, MI
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SpudGroup is an Accounting and Business Consulting company. Their small team is headquartered in Grand Blanc, Michigan. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Hiral S Shah & Associates is a small Accounting company in Mumbai, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Small Accounting company AT&A American and Tax Accounting Services, is headquartered in Garden Grove, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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Accounting company Stan DiLiberto, CPA, CFP focuses on Accounting. They are based in Seal Beach, California.
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UndisclosedUndisclosed10 - 49Clarkston, MI
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Senter, CPA, P.C., a small Accounting company, is located in Clarkston, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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PEW TAX PREPARATION is a small Accounting company based in Southfield, Michigan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Walnut, CA
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Small Accounting company C&Z Accounting, is based in Walnut, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Accounting and Business Consulting company Sheikh Jahangir & Associates offers Accounting and Business Consulting. They were founded in 2014.
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UndisclosedUndisclosed10 - 49Birmingham, MI
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Accounting company Detroit Financial is based in Birmingham, Michigan. They specialize in Accounting and Business Consulting and were founded in 2017.
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UndisclosedUndisclosed10 - 49Lathrup Village, MI
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Plotnik, Feinberg & Associates, P.C. Is a small Lathrup Village, Michigan-based Accounting company. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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.