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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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Accounting company RBK Chartered Accountants was founded in 1958. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Patna, India
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Based in Patna, India, N D S K A & Associates is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Niedrzwica Duża, Poland
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Small Accounting company Biuro Rachunkowe Dorota Różyło, is based in Niedrzwica Duża, Poland. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Small Business Consulting company CSA International Consulting, is located in Milano, Italy. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Patna, India
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Launched in 2010, Anand Gautam & Associates is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Pontani e Associati sas, a small Business Consulting company, is located in Milano, Italy. The team focuses on Business Consulting and Public Relations.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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ICN Finance Accounting Office is a small Accounting company in Lublin, Poland. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Dublin 4, Ireland
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Gahan & Co Chartered Accountants is a small Accounting company based in Dublin 4, Ireland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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VICI TAX Spółka Doradztwa Podatkowego is a small Accounting company headquartered in Lublin, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Accounting company Noone Casey is headquartered in Dublin, Ireland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chełm, Poland
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Located in Chełm, Poland, Libri Kancelaria Prawno-Podatkowa sp. Z o. O is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Spencer Tax Prep & Books is a small Accounting company located in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Headquartered in New York, New York, Fast Tax Accounting is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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A Kaplan CPA, P.C. Is a Business Consulting company. Their small team is headquartered in New York, New York. Their team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Inventus Kft. Is a -based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Jesic Tax is a Business Consulting company founded in 1968. The firm provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Accounting company Shmuel Paltiel CPA, P.C. Is based in New York, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peachtree City, GA
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Small Accounting company Harrison Accounting and Consulting, is headquartered in Peachtree City, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Based in New York, New York, Gerstein Tax Service is a Business Consulting company. They provide Business Consulting and Accounting and were launched in 1978.
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UndisclosedUndisclosed2 - 9Hinesville, GA
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Headquartered in Hinesville, Georgia, Wise Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pooler, GA
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Launched in 2017, Posted, LLC, a small Accounting company, is in Pooler, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pooler, GA
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CRC Tax & Business Services is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2017. The company is based in Pooler, Georgia.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
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BEARD & ASSOCIATES, LLC is an Accounting company. Their small team is located in Royal Oak, Michigan. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Enterslice is an Accounting and Business Consulting company. The team is based in Mumbai, India, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Malahide, Ireland
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DJC Accounting Services, a small Accounting company, is headquartered in Malahide, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dallas, GA
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In Dallas, Georgia, Serita Lombard, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 15, Ireland
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Kenna Accountants is an Accounting company. Their small team is located in Dublin 15, Ireland. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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CSI CHARTERED ACCOUNTANTS is an Accounting and Business Consulting company. Their small team is in Dublin, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Accounting company Chetan Dalal Investigation and Management Services was founded in 2000. The team specializes in Accounting and is based in Mumbai, India.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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EXfinancial is an Accounting company. Their small team is based in Atlanta, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nagymaros, Hungary
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Founded in 1992, Colling is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Navi Mumbai, India
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Accounting company Parmar & Palkar specializes in Accounting and Business Consulting. They are headquartered in Navi Mumbai, India.
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UndisclosedUndisclosed2 - 9Lucknow, India
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Ajay Aaditya & Co. Is a small Accounting company based in Lucknow, India. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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AvidPartners, an Accounting company, is located in Dublin, Ireland. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Patna, India
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Kumar Anmol & Co. Is an Accounting company. They were launched in 2012 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Patna, India
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S R K S & Associates, a small Accounting company, is located in Patna, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Aurangabad, India
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Launched in 1999, Kabra & Patni is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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G. Sailekh Raj & Associates is a Hyderabad, India-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Jignesh Kansara & Associates, a small Accounting and Business Consulting company, is based in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chełm, Poland
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TM Audytor is an Accounting company. Launched in 1998, the team offers Accounting. The agency is located in Chełm, Poland.
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UndisclosedUndisclosed2 - 9
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E-Office is an Accounting company located in Huddinge, Sweden. They provide Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Abacus Biuro Rachunkowe is an Accounting company. They are based in Lublin, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Harbourfront Tax, a small Accounting company, is based in Toronto, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Biuro Doradcze Proekon sp. Z o.o., is in Lublin, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kungens Kurva, Sweden
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Small Accounting company Solid Accounting AB, is based in Kungens Kurva, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Dominanta Biuro Rachunkowe Podatkowe, an Accounting company, was launched in 1995. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Bulovan is a small Toronto, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hamilton Township, NJ
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Iyer Associates, a small Accounting company, is in Hamilton Township, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Williamson Accounting is an Accounting company. They are headquartered in Toronto, Canada and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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PROFITO - Biuro Rachunkowe is an Accounting company. Their small team is headquartered in Lublin, Poland. Their team specializes in Accounting.
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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.
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- In-depth client interviews and ratings
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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.