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 - 9Toronto, Canada
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Allan W Leppik CPA is an Accounting company. Their small team is based in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pune, India
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Agarwal Dhannawat Poddar & Co., a small Accounting company, is headquartered in Pune, India. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Launched in 1986, P R A S S & Associates LLP is an Accounting and Business Consulting company. The agency provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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NOVA Biuro Rachunkowe is an Accounting company. Their small team is in Lublin, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Karimnagar, India
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Small Accounting and Business Consulting company M. Harish & Associates, is located in Karimnagar, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Trenton, NJ
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Accounting company Jeffrey J. Schrader, CPA, P.C. Offers Accounting. They are in Trenton, New Jersey.
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UndisclosedUndisclosed2 - 9New Delhi, India
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S P M L & Associates is a small Accounting company located in New Delhi, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Radzyń Podlaski, Poland
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Usługi Księgowe s.c. Agnieszka i Krzysztof Gałach, a small Accounting company, is based in Radzyń Podlaski, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Aurangabad, India
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Accounting and Business Consulting company P S B & Associates LLP is located in Aurangabad, India. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Small Accounting company Bytown Accounting, is based in Ottawa, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Solapur, India
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AST & Co. Is an Accounting company. They are in Solapur, India and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Small Accounting company Everte Kancelaria Rachunkowa, is based in Lublin, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Aurangabad, India
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Small Accounting company PRAS & CO., is headquartered in Aurangabad, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Łęczna, Poland
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Biuro Rachunkowe Kubiak Wisława is an Accounting company established in 1993. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49Aurangabad, India
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Established in 1980, V D Abhyankar & Associates is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Aurangabad, India
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Based in Aurangabad, India, M. R. Pandit & Co is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Amravati, India
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Kaloti & Lathiya is an Accounting company. They are located in Amravati, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pune, India
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Launched in 2011, VPN & Associates, a small Accounting company, is located in Pune, India. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company Portela Assessoria, is headquartered in Rio de Janeiro, Brazil. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nashik, India
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A R Mutha & Co, an Accounting company, was founded in 2003. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Nashik, India
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Rahul Bajaj & Co. Is an Accounting company in Nashik, India. Established in 2005, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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RSPH & Associates, an Accounting company, was established in 1981. In New Delhi, India, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Nashik, India
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S.S.Burad & Associates, an Accounting company, is in Nashik, India. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Perfect Accounting and Shared Services, an Accounting company, was launched in 2000. The company provides Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Karolbagh, India
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Launched in 1993, Vimal Tandon And Company is a small Karolbagh, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Consilia Business Management, a Business Consulting company, is based in Milano, Italy. They specialize in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Founded in 1998, EUROVECTOR is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chełm, Poland
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Usługi Księgowe Progres Sp. Z o.o. Is a small Accounting company located in Chełm, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lublin, Poland
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Kancelaria Podatkowo-Rachunkowa KUBA, a small Accounting company, is located in Lublin, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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Rich & Company Inc., an Accounting company, is in Orange, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Biała Podlaska, Poland
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Accounting company Kancelaria Księgowa Wanecki i Wspólnicy Sp. Z o.o. Offers Accounting. They are based in Biała Podlaska, Poland.
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UndisclosedUndisclosedFreelancerParczew, Poland
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Biuro Rachunkowe Krasińska Hanna is an Accounting company. Their small team is headquartered in Parczew, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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All Paul Limited is a small Leeds, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Located in , MSF Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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DURANGO ACCOUNTING & PROFESSIONAL SERVICES is an Accounting company founded in 2018. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chełm, Poland
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Located in Chełm, Poland, Kancelaria Rachunkowo-Prawna is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds , England
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PG Accounting Services Ltd is an Accounting company. Their small team is in Leeds , England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Leeds, England
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Gbac Ltd is an Accounting company. They were founded in 1970, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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D R Doshi & Co. Is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting, and the firm is located in Mumbai, India.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Banks Accountancy is an Accounting company. Their small team is based in Tustin, California and offers Accounting and Business Consulting. The agency was launched in 2017.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Sunil K Khanna & Co. Is an Accounting company. They are based in New Delhi, India and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Rochester, MI
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Lakeview Financial Consultants is a small Accounting and Business Consulting company headquartered in Rochester, Michigan. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Business Consulting company XYG CPA PLLC, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Royal Oak, MI
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Small Accounting and Business Consulting company Cannabis Legal Group, is in Royal Oak, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Business Consulting company Egan Tax & Books Ltd. Focuses on Business Consulting and Accounting. They are based in New York, New York.
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UndisclosedUndisclosed2 - 9Warren, MI
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Miah, CPA is a small Warren, Michigan-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Southfield, MI
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JVS Detroit is an Accounting and HR Consulting company. Their midsize team is in Southfield, Michigan. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Woodland, CA
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PERRY, BUNCH & JOHNSTON, INC. Is an Accounting company. They provide Accounting and are based in Woodland, California.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Johnston, Martin & Montgomery LLP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thane, India
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Rahul N Gharat and Co is an Accounting company. They are in Thane, India and have small team of experts. 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.