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 - 9Suffern, NY
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In Suffern, New York, Ronald A. Mermer CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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MZK Financials, a small Accounting company, is located in Glasgow, Scotland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Sadguru Consultancy & Services is a small Mumbai, India-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Accounting company Luke Sorensen, CPA, Inc. Is located in Burlingame, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Wise Consulting, LLC is an Accounting company. Founded in 2015, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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McAllisters Accountants is a small Accounting company based in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Airmont, NY
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DreamBuilder Financial is an Accounting company. The Airmont, New York-based firm was established in 2015. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Founded in 2010, Justin Mosca CPA PLLC is a small Accounting company in Winston-Salem, North Carolina. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Dhanani Accounting and Tax Services is an Accounting company. In Mumbai, India, the team provides Accounting.
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UndisclosedUndisclosed2 - 9San Carlos, CA
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Blake and Associates, CPA is an Accounting company located in San Carlos, California. They focus on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Accounting company FUSE Accountants was launched in 2008. The team offers Accounting and is in London, England.
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UndisclosedUndisclosed2 - 9Suffern, NY
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Berard & Associates, CPA's, PC is an Accounting company. The Suffern, New York-based firm was founded in 1984. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring Valley, NY
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Michael Koloden CPA PC is an Accounting company. The small Spring Valley, New York-based team specializes in Accounting and Business Consulting. The firm was founded in 2008.
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UndisclosedUndisclosed2 - 9Montvale, NJ
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Beacon CPA is an Accounting company. They are based in Montvale, New Jersey and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Leahy O'Riordan Chartered Accountants is an Accounting company. Their team is based in Dublin, Ireland and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Monsey, NY
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Oberlander & Co is an Accounting company. Headquartered in Monsey, New York, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring Valley, NY
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Akiva Spitzer, CPA, a small Accounting company, is headquartered in Spring Valley, New York. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New City, NY
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Isser M. Zeilingold CPA PLLC is an Accounting company. Established in 2005, the team offers Accounting and Business Consulting. The agency is in New City, New York.
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UndisclosedUndisclosed2 - 9Spring Valley, NY
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CF Joseph, CPA, P.C is a Spring Valley, New York-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Founded in 1974, Polly, Scatena, Vasheresse & Sater CPA is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Nanuet, NY
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Main Street Accounting LLC is a small Nanuet, New York-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Merrion, Ireland
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Cusack Garvey, an Accounting company, is in Mount Merrion, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montvale, NJ
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Located in Montvale, New Jersey, Kesef Accounting Service is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Based in Auckland, New Zealand, Miller Johnson Limited is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockbridge, GA
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Core Accounting Services, a small Accounting company, is headquartered in Stockbridge, Georgia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ramsey, NJ
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Cogavin Accounting Group is an Accounting company. Their small team is located in Ramsey, New Jersey. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Franklin Lakes, NJ
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Brand K Partners is an Accounting company. Their small team is based in Franklin Lakes, New Jersey. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Stockbridge, GA
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Headquartered in Stockbridge, Georgia and Stockbridge, Georgia, SpringWell Financial is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Long Island City, NY
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Founded in 1966, Angelides & Company Accounting Firm is a small Accounting company located in Long Island City, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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The Vasil CPA Firm, an Accounting company, offers Accounting. The company is headquartered in New York, New York.
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UndisclosedUndisclosed2 - 9Gorzów Wielkopolski, Poland
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Optimum Finanse, a small Accounting company, is located in Gorzów Wielkopolski, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Conyers, GA
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Established in 2007, Sharon Ragin CPA, LLC is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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Located in New York, New York, Rosenberg Chesnov CPA's is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Mitra Ehsanipour, CPA is a small Accounting company located in Burlingame, California. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Auckland, New Zealand
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Hayes Knight New Zealand is an Auckland, New Zealand-based Accounting company. They specialize in Accounting and Business Consulting and were established in 2001.
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UndisclosedUndisclosed10 - 49New York, NY
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Accounting company LM Cohen & Company offers Accounting and Business Consulting. They are based in New York, New York.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Established in 1992, BIURO RACHUNKOWE AVAL ZIELONA GÓRA, a small Accounting company, is headquartered in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hartsdale, NY
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Karpos & Associates is a small Accounting company headquartered in Hartsdale, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Vernon, NY
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Ebiz Accounting is a small Accounting company based in Mount Vernon, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Świebodzin, Poland
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Biuro Rachunkowe Vis Legis is an Accounting company. They are based in Świebodzin, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Swiebodzin, Poland
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Biuro Rachunkowe FISCALIS Kancelaria Rachunkowo-Podatkowa, an Accounting company, was launched in 2016. The agency specializes in Accounting.
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UndisclosedUndisclosed50 - 249South Melbourne, Australia
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Established in 2003, Accountancy Insurance is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Foster City, CA
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Accounting company SAL CENSOPRANO CPA specializes in Accounting and Business Consulting. They are based in Foster City, California.
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UndisclosedUndisclosed2 - 9Skwierzyna, Poland
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Jarosław Surowiec Tax and Financial Advisor, an Accounting company, was launched in 1994. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Nowa Sól, Poland
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Located in Nowa Sól, Poland, PROFIT Accounting Office is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Daftery & Associates is a small Accounting company based in Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kernersville, NC
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Accounting company McDaniel & Company, PLLC was founded in 1993. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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AB Professional Corporation is a small Toronto, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Abdulwassie Berhan, CGA is a small Accounting company. They provide Accounting and Business Consulting and were founded in 1993.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Huron Partners LLP is a small Accounting company based in Mississauga, Canada. The team provides 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.