Top Financial Services Firms
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Featured
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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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UndisclosedUndisclosedFreelancerWinston-Salem, NC
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Deborah Boose Accounting and Tax Service is an Accounting company. Established in 2010, the team focuses on Accounting and Business Consulting. The agency is in Winston-Salem, North Carolina.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Mclan Accounting is a small Brooklyn, New York-based Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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NET PROFIT, an Accounting company, focuses on Accounting. The agency is in Szczecin, Poland.
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UndisclosedUndisclosed2 - 9Altrincham, England
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Growth Group is a small Altrincham, England-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9STATEN ISLAND, NY
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Bonfiglio & Dietz | Certified Public Accountants, a small Accounting company, is in STATEN ISLAND, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Focus HGK is an Accounting company. Their small team is headquartered in Toronto, Canada. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Dawar & Co. Is an Accounting company. The team offers Accounting and is located in Mumbai, India.
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UndisclosedUndisclosed2 - 9Pyrzyce, Poland
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Small Accounting company HAZET Biuro Rachunkowe, is headquartered in Pyrzyce, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Astoria , NY
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Keltron Tax Corp is a Business Consulting company. Based in Astoria , New York, the company specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Przeźmierowo, Poland
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Audyt Doradztwo Rachunkowosc is a small Przeźmierowo, Poland-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Staten Island, NY
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Cicero & LoVerde P.C Certified Public Accountants is a Business Consulting company. They are in Staten Island, New York and have small team. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Ram Agarwal & Associates Chartered Accountants is an Accounting company established in 2015. The firm offers Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Edwards Falls Renegar PLLC is a small Winston-Salem, North Carolina-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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G-TAX Biuro Rachunkowe Grzegorz Wróblewski is a small Accounting company located in Poznań, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Accounting company P R Gandhi & Co LLP focuses on Accounting and Business Consulting. They are headquartered in Mumbai, India.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Quantum Accounting, a small Accounting company, is in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Kancelaria Księgowa Fineko Sp. Z o.o is a small Poznań, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Uncanny Bookkeeping LLC is an Accounting company. Founded in 2018, the firm is located in Winston-Salem, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Macers is an Accounting company. They are headquartered in Toronto, Canada and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Obox Solutions, a small Accounting company, is located in Toronto, Canada. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Lake Forest, CA
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Almich & Associates is an Accounting company. The Lake Forest, California-based firm was launched in 1992. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Garg Narendra & Associates is an Accounting company. They are located in Jaipur, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Rohit KC Jain & Co. Is a midsize Accounting company founded in 2010. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Jaipur, India
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Accounting company Account Solutions was established in 2008. The team offers Accounting and is in Jaipur, India.
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UndisclosedUndisclosed2 - 9Saharanpur, India
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AAV & Associates, an Accounting company, was founded in 2011. The team focuses on Accounting and is located in Saharanpur, India.
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UndisclosedUndisclosed2 - 9Jaipur, India
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CA Ankit Khandelwal is an Accounting company. Their small team is in Jaipur, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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Established in 1992, P.G.Patel & Associates is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Braintree, MA
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In Braintree, Massachusetts, O'Brien, Riley, and Ryan, P.C. Is an Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Accounting company Suresh Chandra & Associates is headquartered in New Delhi, India and Mumbai, India. Launched in 1976, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ahmedabad, India
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DGSM & Co., an Accounting company, was established in 1987. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Cratosys is an Accounting company headquartered in Los Angeles, California. The team offers Accounting and Artificial Intelligence.
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UndisclosedUndisclosed2 - 9Vadodara, India
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ASM & Company is a small Vadodara, India-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Oswal Sunil & Company is an Accounting company founded in 1999. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Located in Poznań, Poland, Audit and Consulting BBR is an Accounting company. They offer Accounting and were launched in 1995.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Accounting company Biuro Rachunkowe Kinga Zeidler is in Poznań, Poland. Established in 2004, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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NDR And Associates is an Accounting company. They were established in 2012 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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FIGURES Kancelaria Rachunkowa is an Accounting company. Their small team is headquartered in Poznań, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Udaipur, India
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Prakash Chandra Jain & Co. Is an Accounting company. They were launched in 1981 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Swarzędz, Poland
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Aktywna-Ksiegowa pl, a small Accounting company, is in Swarzędz, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ahmedabad, India
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Accounting and Business Consulting company A Yadav & Associates provides Accounting and Business Consulting. They were founded in 1993.
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UndisclosedUndisclosed2 - 9Örnsköldsvik, Sweden
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Berglund & Näsström Revision AB, a small Accounting company, is based in Örnsköldsvik, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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In Poznań, Poland, EON Partner sp. Z o.o. - Biuro Rachunkowe - Poznań is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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N. C. Vaishnav & Co. Is a small Vadodara, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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JRSM & Associates is an Accounting company in Vadodara, India. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Örnsköldsvik, Sweden
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S-E Revision & Redovisning AB is an Accounting company. The small Örnsköldsvik, Sweden-based team offers Accounting and Business Consulting. The agency was founded in 2015.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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Accounting company Biuro Rachunkowe Akińcza was launched in 2012. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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Mukund & Rohit is an Accounting company. The Vadodara, India-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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Bipin & Co., an Accounting company, is located in Vadodara, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oskarshamn, Sweden
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Located in Oskarshamn, Sweden, CBC Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Ahmedabad, India
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Dhirubhai Shah & Co LLP, a midsize Accounting company, is based in Ahmedabad, India. The team specializes in 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.