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 - 9Glasgow, Scotland
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G F Sheridan & Co Accountants is an Accounting company. Their small team is in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Small Accounting company KMC Biuro Rachunkowe, is based in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
Services provided
IConnect Staffing is a Recruiting company. Their small team is headquartered in Fullerton, California. Their services include Recruiting and Accounting.
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UndisclosedUndisclosed2 - 9Gorzów Wielkopolski, Poland
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Kancelaria Biegłych Rewidentów "CDP" Sp. Z o is a small Accounting company launched in 1994. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Gorzów Wielkopolski, Poland
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Headquartered in Gorzów Wielkopolski, Poland, Accounting Office. Małgorzata Kowalska is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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ManagEase is a HR Consulting company. Established in 1997, their team provides HR Consulting and Staffing.
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UndisclosedUndisclosed2 - 9Bikaner, India
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Baid Borar & Company is an Accounting and Business Consulting company. Headquartered in Bikaner, India, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Harsh Rathi & Co. Is an Ahmedabad, India-based Accounting company. Launched in 2007, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jodhpur, India
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Small Accounting company Piyush Bafna & Associates, is in Jodhpur, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jodhpur, India
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Manyak P. Singhvi & Co. Is an Accounting company. They are based in Jodhpur, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nagpur, India
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Demble Ramani & Co. Is an Accounting company headquartered in Nagpur, India. Established in 1983, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Nagpur, India
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Shah Baheti Chandak & Co., an Accounting company, was founded in 1978. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company Contar Assessoria Contábil, is located in Rio de Janeiro, Brazil. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandrapur, India
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Mustafa & Co. LLP is an Accounting company. Located in Chandrapur, India, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Accounting company GR Escritório Contábil. Was founded in 1956. The firm offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Nagpur, India
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Abhijit Kelkar & Co., an Accounting company, was founded in 2002. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company Prèzzo Contabilidade e Assessoria Empresarial, is headquartered in Rio de Janeiro, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Snellville, GA
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Pro Tax Service - Snellville, a small Accounting company, is headquartered in Snellville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Founded in 1992, Burgobrás Assessoria Contábil is a small Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Snellville, GA
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Thomas W Maxwell, CPA, an Accounting company, was founded in 2017. Located in Snellville, Georgia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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JCOM Contabilidade is an Accounting company in Rio de Janeiro, Brazil. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Superavit Contabil, a small Accounting company, is based in Rio de Janeiro, Brazil. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Curitiba, Brazil
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Staff RH is an Accounting company launched in 1978. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Based in Auckland, New Zealand, Nicoll Jackson accounting is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Small Accounting and Business Consulting company DFK Oswin Griffiths Carlton, is located in Auckland, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Auckland, New Zealand
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UHY Haines Norton Ltd is an Accounting company. The Auckland, New Zealand-based firm was launched in 1955. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lund, Sweden
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Amie Ekonomi is a small Lund, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Findex is an Accounting company. Established in 1987, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Staffanstorp, Sweden
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Åkerblom & Hansson Ekonomi & Skattekonsult AB is an Accounting company. They are headquartered in Staffanstorp, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Löddeköpinge, Sweden
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Based in Löddeköpinge, Sweden, Camrer Ordning & Reda AB is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Malmö, Sweden
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Redovisning 2000 AB, a small Accounting company, is based in Malmö, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Egma Revision AB is a small Accounting company based in Malmö, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 6W, Ireland
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Hugh McCarthy & Associates is an Accounting company headquartered in Dublin 6W, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Headquartered in Malmö, Sweden, Ekonomad Bokföring & Administration is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Gallagher Keane is an Accounting company established in 2012. In Dublin, Ireland, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Jonzon Revision, a small Accounting company, is in Malmö, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Rao Redovisning AB is an Accounting company. Their small team is based in Malmö, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Granberg Redovisningsbyrå AB is a small Malmö, Sweden-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Small Accounting company Urban Wejhag Consulting AB, is in Malmö, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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Regan & Company is a small Accounting company based in Dublin 12, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Aaqib Z. Shah Chartered Professional Accountant, is located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Dillon is a small Accounting and Business Consulting company in Malmö, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mariestad, Sweden
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Skogsberg Revision is a small Accounting company located in Mariestad, Sweden. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 15, Ireland
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ASL Accountants is an Accounting company. They are located in Dublin 15, Ireland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9DUBLIN 2, Ireland
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Egan & Co. Accountants is an Accounting company. They are headquartered in DUBLIN 2, Ireland and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Motala, Sweden
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Riedels Redovisning is an Accounting company. They are located in Motala, Sweden and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMotala, Sweden
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Catgo Consulting, a small Accounting company, is in Motala, Sweden. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nacka Strand, Sweden
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Göran Johansson Revisionsbyrå is a small Nacka Strand, Sweden-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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WWC, Professional Corporation is a small San Mateo, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Nacka, Sweden
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Crescendo Revisorer & Konsulter is an Accounting company. Founded in 1996, their team offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.7/40.017/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.