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 - 9Lowville, NY
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Croniser, Lawrence & Philippe CPAs LLP is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Lynn-Mark Enterprises, LLC, an Accounting company, was launched in 1976. Located in New York, New York, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Small Accounting company McClain, Smith & Wenz, P.C., is in Troy, Michigan and Gaylord, Michigan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Hartford, NY
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Christopher R. Lambert & Associates, an Accounting company, is headquartered in New Hartford, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Founded in 1983, Sinopoli & Sinopoli CPAs PC is an Accounting company. The team provides Accounting and Business Consulting and is in East Syracuse, New York.
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UndisclosedUndisclosed2 - 9Knivsta, Sweden
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Djörkes Revisionsbyrå AB is an Accounting company. The company is based in Knivsta, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Robert C Morgan & Co PA is an Accounting company. The Winston-Salem, North Carolina-based agency was established in 1950. Their team provides Accounting.
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UndisclosedUndisclosedFreelancerThane, India
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Sai Accounting Services is a small Thane, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Located in New Zealand, Green Accounting Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Accounting company Schreiber Advisors, P.C. Is in Troy, Michigan and West Bloomfield Township, Michigan. They offer Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Small Accounting company Markwitz and Associates Biuro Rachunkowe, is located in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Auroma Accounting Services Pvt. Ltd. Is a small Mumbai, India-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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RightWay is an Accounting company. They are based in Auckland, New Zealand and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Small Accounting company Regulski Biuro Rachunkowe, is in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed50 - 249La Mirada, CA
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MuniTemps is a Staffing company. Their midsize team is located in La Mirada, California and focuses on Staffing and Recruiting. The company was established in 1999.
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UndisclosedUndisclosed2 - 9Troy, MI
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Accurso & Associates PC is an Accounting company. They are located in Troy, Michigan and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Knivsta, Sweden
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In Knivsta, Sweden, Castus Ekonomi is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Auckland, New Zealand
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Founded in 2011, WE Accounting is an Accounting company. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Alphanumeric Data Management is an Accounting company. They are headquartered in Mumbai, India and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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PLUS MINUS MAGDALENA KORSZUN is an Accounting company. The team provides Accounting, and the agency is based in Zielona Góra, Poland.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Based in Mississauga, Canada, Dean & Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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JR Contabilidade is an Accounting company established in 1986. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Krosno Odrzańskie, Poland
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KAROLINA PETLUSZEWSKA ACCOUNTING OFFICE is an Accounting company. They are based in Krosno Odrzańskie, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Auckland Accounting Services is a small Accounting company headquartered in Auckland, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Dalmaf Contabilidade is an Accounting company. The Rio de Janeiro, Brazil-based company was launched in 1996. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Entertainment Accounting Services, a small Accounting company, is located in Auckland, New Zealand. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orange, CA
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Armada Staffing is a Staffing company. They are based in Orange, California and have small team. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Wogan & Wogan, P.C. Is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting, and the firm is located in Troy, Michigan.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Organização Contábil Felix Ltda., a small Accounting company, is headquartered in Rio de Janeiro, Brazil. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Porirua, New Zealand
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Clearway is a small Porirua, New Zealand-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Elite Accounting is a small Accounting and Business Consulting company in Auckland, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Knivsta, Sweden
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Dinrev AB is an Accounting company. Headquartered in Knivsta, Sweden, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Launched in 1996, Fato Contábil is an Accounting company. In Rio de Janeiro, Brazil, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Bobrowski & Mularczyk, P.C. Is a Troy, Michigan-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Tax Management NZ is an Accounting and Business Consulting company. They are in Auckland, New Zealand and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Rio de Janeiro, Brazil
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Plane Assessoria Fiscal e Contábil is an Accounting company. Founded in 1999, the agency provides Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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DST Accounting and Tax Service, Inc is a small Accounting company headquartered in Troy, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tierp, Sweden
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Folkesson Råd & Revision is a small Accounting company based in Tierp, Sweden. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Bookkeeping & Payroll Services is an Accounting company. They are based in Auckland, New Zealand and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Rocha Barreto Financial Accounting (RBFA) is an Accounting company. Located in Rio de Janeiro, Brazil, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Small Accounting company STE Financial Solutions, is in Troy, Michigan. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Accounting company Balassiano Contabilidade specializes in Accounting. They were founded in 1984.
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UndisclosedUndisclosed2 - 9Uppsala, Sweden
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BOREV Revision AB is an Accounting and Business Consulting company. Their small team is in Uppsala, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Donin Contabilidade is a small Accounting company launched in 1959. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Ancora – Biuro Rachunkowe Zielona Góra is a small Zielona Góra, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Espaço Contábil RJ, an Accounting company, was established in 1995. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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EFKA s.c. Is a small Accounting company headquartered in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Ted Funke & Associates, P.C. Is an Accounting company. Their small team is located in Troy, Michigan. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Auckland, New Zealand
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Accounting company Grant Thornton New Zealand Ltd was founded in 2015. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Biuro Rachunkowe Partner is an Accounting company. They are headquartered in Zielona Góra, Poland and have small team. Their team specializes in 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.