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 - 9Gorzów Wielkopolski, Poland
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Biuro rachunkowe Accurate Agnieszka Paluch is an Accounting company. Their team is headquartered in Gorzów Wielkopolski, Poland and provides Accounting.
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UndisclosedUndisclosed2 - 9San Carlos, CA
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Small Accounting company Medina & Company Consulting, Inc., is based in San Carlos, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Macro Accounting and Tax Advisors Limited, a small Accounting company, is based in Auckland, New Zealand. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Gubin, Poland
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Small Accounting company Biuro Rachunkowe DEKRET, is located in Gubin, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Belmont, CA
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Latham Nadboralski & Lin is an Accounting company. They are headquartered in Belmont, California, and their services include Accounting.
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UndisclosedUndisclosed50 - 249Te Aroha, New Zealand
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Midsize Accounting company Diprose Miller Limited, is headquartered in Te Aroha, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Zachodni Instytut Audytingu i Doradztwa Podatkowego is an Accounting company. They focus on Accounting and are located in Zielona Góra, Poland.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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IBBZ Accounting Limited is an Accounting company. Established in 2008, the firm is in Auckland, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kargowa, Poland
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Headquartered in Kargowa, Poland, 4firm Biuro rachunkowe is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Millbrae, CA
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Chan And Leung LLP, an Accounting company, is located in Millbrae, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Belmont, CA
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Founded in 1965, Higham Richards & Vranes Certified Public Accountants, a small Accounting company, is based in Belmont, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Carlos, CA
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Founded in 1983, Glenn MacDonell CPA, MBA is an Accounting company. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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VPTax, Inc. Is an Accounting company established in 1991. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Martin J. Reitinger, CPA is an Accounting company. Their small team of employees is located in. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Karlskrona, Sweden
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Pappersbyrån is a small Karlskrona, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Accounting company D. Batra & Co. Was founded in 2000. The team specializes in Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Dublin 8, Ireland
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Colleran Chartered Accountants is an Accounting company. Their small team is in Dublin 8, Ireland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sollentuna, Sweden
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Established in 2016, XRR Erixon Accounting & Consulting AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Accounting company Dharkar Associates is in New Delhi, India. They focus on Accounting and Business Consulting and were founded in 1989.
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UndisclosedUndisclosed10 - 49
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Vårdredo is an Accounting company. They are located in Bromma, Sweden and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Exactitude is an Accounting company. Founded in 2013, the agency is headquartered in New Delhi, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Dublin 15, Ireland
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Small Accounting company KDA Accountants, is located in Dublin 15, Ireland. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Bromma, Sweden
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Launched in 1990, Advertus Revision AB, a small Accounting company, is in Bromma, Sweden. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lidingö, Sweden
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Based in Lidingö, Sweden, TyglarEkonomi AB is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Carlsson & Partners Revisionsbyrå AB is a small Accounting company located in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49DUBLIN 6, Ireland
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Accounting company BFCD was launched in 1988. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Lidköping, Sweden
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Small Accounting company Byrå4 Redovisning AB, is in Lidköping, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Linköping, Sweden
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Small Accounting company BMP Ekonomi & Redovisning AB, is based in Linköping, Sweden. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Lewis & Co. Accountants is an Accounting company. In Dublin, Ireland, the agency offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Dublin 6, Ireland
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GBW is a small Accounting company in Dublin 6, Ireland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lund, Sweden
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Midsize Accounting company RR Revision, is headquartered in Lund, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lund, Sweden
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AB Rationalis, a small Accounting company, is located in Lund, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Monte, CA
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Eng Tax Pro Inc is an Accounting company. They are in El Monte, California and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 9, Ireland
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Robert King and Co is a Dublin 9, Ireland-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Lund, Sweden
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Jungeby Redovisning is a small Lund, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Monte, CA
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Baruch and Associates is an Accounting company. Their small team is located in El Monte, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Cirrus 9 Advisory is a small Dublin, Ireland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lubsko, Poland
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Biuro Rachunkowe Profit S.C., a small Accounting company, is headquartered in Lubsko, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Browne Murphy & Hughes, a small Accounting company, is in Dublin, Ireland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bolesławiec, Poland
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Zembaty Jacek Biuro Rachunkowe, a small Accounting company, is based in Bolesławiec, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gorzów Wielkopolski, Poland
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Biuro Rachunkowe Anna Szymczak, a small Accounting company, is headquartered in Gorzów Wielkopolski, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 6W, Ireland
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Headquartered in Dublin 6W, Ireland, Gorman Quigley Penrose is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Partners SpA is a Business Consulting company founded in 2005. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Hawick , Scotland
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Small Accounting company Deans Accountants and Business Advisors Ltd, is based in Hawick , Scotland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Clarkston, GA
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Luce + Associates is a small Accounting company located in Clarkston, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucker, GA
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Headquartered in Tucker, Georgia, Robertson Financial Group is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Costanzo & Associati is an Accounting and Business Consulting company. They were launched in 2009 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London , England
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Devonshire Green Limited, an Accounting company, provides Accounting. The firm is headquartered in London , England.
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UndisclosedUndisclosed10 - 49Moor Row, England
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Small Accounting company Lamont Pridmore, is headquartered in Moor Row, England. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Carlisle, England
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In Carlisle, England, Armstrong Watson is an Accounting company. They focus on Accounting and were founded in 1867.
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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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.