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 - 9Bharuch, India
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Salmasony is a Financial Advising & Planning company founded in 2010. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Financial Advising & Planning company Quadra wealth is located in Dubai, United Arab Emirates. The team offers Financial Advising & Planning.
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$5,000+$100 - $149 / hr10 - 49Kathmandu, Nepal
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Nepal Realistic Solution Pvt. Ltd. Is a Business Consulting company. They are headquartered in Kathmandu, Nepal and have small team. They focus on Business Consulting and IT managed services.
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Undisclosed$25 - $49 / hr2 - 9Clyde, Australia
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Quick SMSF Accountants is a Financial Advising & Planning company founded in 2016. In Clyde, Australia, the team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Rochdale, England
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Carter Collins & Myer is an Accounting company. Established in 1957, the team focuses on Accounting. The company is based in Rochdale, England and Rochdale, England.
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$1,000+< $25 / hr10 - 49Richmond Hill, Canada
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Conversion Optimization company IT Solutions Canada specializes in Conversion Optimization and Cybersecurity. They are in Richmond Hill, Canada.
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UndisclosedUndisclosed2 - 9Genève, Switzerland
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Fiduciaire Genevoise is a Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Commercial Financing and are located in Genève, Switzerland.
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UndisclosedUndisclosed2 - 9london, England
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Accounting company Khoob Consultancy Ltd. Was established in 2013. The team provides Accounting and Financial Advising & Planning and is located in london, England.
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UndisclosedUndisclosed10 - 49Sugar Land, TX
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Bailes, Bates & Associates is an Accounting company. Their small team is based in Sugar Land, Texas. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Sarasota, FL
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Senior Mortgage Loan Originator is a Commercial Brokerage Services and Financial Advising & Planning company. Their team provides Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9River Edge, NJ
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Passive Advantage is a Commercial Financing company. They were established in 2021 and offer Commercial Financing and Financial Advising & Planning.
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$100,000+Undisclosed10 - 49Los Angeles, CA
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State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.
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$1,000+$150 - $199 / hr2 - 9Surry Hills, Australia
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The Pen Accounting is an Accounting company. Founded in 2016, their team offers Accounting.
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UndisclosedUndisclosed10 - 49
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Established in 2016, Account Master Global Solution is an Accounting company. Their team provides Accounting and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Naples, FL
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Located in Naples, Florida, Jostock & jostock P.A is a Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Established in 2024, Authenticage is an Architectural Design company. Their services include Architectural Design and Interior Design.
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$100,000+$50 - $99 / hr50 - 249
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Euphoria Infotech India Limited is a software development firm located in Kolkata, India. Established in 2001, the team provides Custom Software Development and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Launched in 2000, Mortgage Design Group is a Commercial Financing company. The team provides Commercial Financing and Financial Advising & Planning and is based in Calgary, Canada.
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$1,000+Undisclosed10 - 49Mississauga, Canada
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Miranda Professional Corporation is a small Mississauga, Canada-based Commercial Financing and Accounting company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Established in 2017, CRMBC is an Insurance Services & Brokers company. The company focuses on Insurance Services & Brokers, and is small.
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$25,000+$100 - $149 / hr250 - 999New York, NY
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Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$50 - $99 / hr250 - 999Toronto, Canada
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In Toronto, Canada, MB Insurance is an Insurance Services & Brokers and Insurance Law company. Their services include Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed250 - 999Bengaluru, India
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Founded in 2020, Bizpole is an Accounting company. The midsize team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Online Super Fund is a Mosman Park, Australia-based Accounting and Funding & Investment company. Their services include Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Excellence Singapore Group is a Back Office Outsourcing company based in Singapore, Singapore. Founded in 2013, the team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Massapequa, NY
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Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
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Founded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.
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$1,000+Undisclosed2 - 9Warszawa, Poland
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Przybylaw is an Accounting company. Based in Warszawa, Poland, their small team offers Accounting and Corporate Law. The firm was launched in 2000.
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$1,000+$100 - $149 / hr2 - 9Jacksonville, FL
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FAAT Consultancy is an Accounting company established in 2022. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Danforth Insurance is an Insurance Services & Brokers company based in Toronto, Canada. They provide Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Paço de Arcos, Portugal
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REWARD Consulting is an Accounting company established in 2012. The small team provides Accounting and Business Consulting.
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$100,000+Undisclosed10 - 49Medicine Hat, Canada
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NowCPA is a Finance & Accounting Outsourcing (FAO) company. Launched in 2018, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr2 - 9Waynesboro, VA
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On Deck Marketing is a public relations agency launched in 2023. Located in Waynesboro, Virginia, the team offers Public Relations and Search Engine Optimization.
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$1,000+$150 - $199 / hr10 - 49Snohomish, WA
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North Star Tax & Accounting is an Accounting company. Their small team is in Snohomish, Washington and Lynden, Washington. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49East Brunswick, NJ
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SAI CPA Services is a Commercial Financing company launched in 2004. Headquartered in East Brunswick, New Jersey, the team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Yongin-si, South Korea
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J&J Korea is a Business Consulting company. They provide Business Consulting and Financial Advising & Planning and are based in Yongin-si, South Korea.
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$1,000+< $25 / hr10 - 49Kraków, Poland
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MK Job is an Accounting company. Headquartered in Kraków, Poland, their team provides Accounting and Labor & Employment Law.
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$1,000+$50 - $99 / hr2 - 9Tunis, Tunisia
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Accounting company Slim OUANES Audit & Consultancy is located in Tunis, Tunisia. They specialize in Accounting and Insurance Services & Brokers and were founded in 2001.
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UndisclosedUndisclosed10 - 49
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Epoch Financial is a Finance & Accounting Outsourcing (FAO) company. Their team is in Atlanta, Georgia. The firm focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$25 - $49 / hr50 - 249Toronto, Canada
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In Toronto, Canada, Frontwater Capital is a Financial Advising & Planning company. They provide Financial Advising & Planning and Fractional CFO Services and were founded in 2024.
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$1,000+$25 - $49 / hr2 - 9Navi Mumbai, India
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Jain Anurag & Associates is an Accounting company. They are located in Navi Mumbai, India and Navi Mumbai, India and have small team. They specialize in Accounting and Tax Law.
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UndisclosedUndisclosed10 - 49Sheung Wan, Hong Kong
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Galaxy integrated corporate solution is an Accounting company. The Sheung Wan, Hong Kong-based agency was established in 2020. Their services include Accounting and Financial Advising & Planning.
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$1,000+$50 - $99 / hr50 - 249Yerevan, Armenia
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Instigate Consulting is a public relations company. Founded in 2014, their team offers Public Relations and Business Consulting.
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Undisclosed$150 - $199 / hr2 - 9Langley, Canada
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JD TAX & ACCOUNTING INC., an Accounting company, offer Accounting. They were founded in 2002.
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Undisclosed$100 - $149 / hr10 - 49
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Finance & Accounting Outsourcing (FAO) company finwise SA focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing. They were launched in 2020.
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UndisclosedUndisclosed10 - 49
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Business Consulting company HLB AG is based in Lusail City, Qatar. Their services include Business Consulting and Commercial Financing.
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$5,000+$50 - $99 / hr50 - 249
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Student Cover, a Financial Advising & Planning and Insurance Services & Brokers company, was launched in 2008. The firm offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249
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Located in Indore, India, Task Source is a web design agency. Established in 2020, the team provides Web Design and Graphic Design.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Traktion, is headquartered in Dallas, Texas. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Finch Consulting is a Business Consulting company established in 2020. The small team offers Business Consulting and Corporate Training & Coaching.
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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 -
$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 -
$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
34.1/40.016.8/20 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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, 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+$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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 - $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+< $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
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.