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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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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PCCI Tax & Accounting is an Accounting company. Their small team is based in Dublin 2, Ireland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Gupta Vijay K & Co. Is an Accounting company. Launched in 2006, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kernersville, NC
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Thomas & Company Accounting is an Accounting company. Their team is based in Kernersville, North Carolina. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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Established in 2009, Williams Merrigan is an Accounting company. The firm offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Aaron Chan Accounting is an Accounting company. They are headquartered in Toronto, Canada and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Radisson Consulting LLP is an Accounting company. The team offers Accounting and Business Consulting and is located in Mumbai, India.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Jagdish Chand & Co. Is a small New Delhi, India-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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JEJ Tax Specialists is a small Accounting company located in Statesboro, Georgia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin 22, Ireland
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Small Accounting company O'Connell & Associates, is headquartered in Dublin 22, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 7, Ireland
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Founded in 1990, Wallace O'Donoghue Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Satyendra Jain & Associates is an Accounting and Business Consulting company. The company is headquartered in New Delhi, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Avid Accountants is an Accounting company. They are located in Glasgow, Scotland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Statesboro, GA
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Based in Statesboro, Georgia, Joe Westerfield, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Located in Winston-Salem, North Carolina, Brendle Financial Group, LLC is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New Delhi, India
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Founded in 1994, G K Kedia & Co is an Accounting company. In New Delhi, India, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Seneca, NY
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Nowicki & Company, LLP is an Accounting company. Their small team is headquartered in West Seneca, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Morris, NY
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Ladelfa Schoder & Walker is an Accounting company. They are in Mount Morris, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Accounting company Alterledger Ltd was founded in 2012. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Graham, WA
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CaroKim Consulting LLC is an Accounting company. Their small team of employees is headquartered in Graham, Washington. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Glasgow, Scotland
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Key Professional Partnership Ltd is a small Accounting company. They offer Accounting and were launched in 2005.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Accounting company BeanLab was launched in 2008. The team focuses on Accounting and is based in Elgin, Illinois.
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UndisclosedUndisclosed50 - 249New Delhi, India
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S P Nagrath & Co. Is a midsize New Delhi, India-based Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Cambuslang, Scotland
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Jenkins Dunbar Accountancy Limited is an Accounting company. Their team is headquartered in Cambuslang, Scotland. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
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Small Accounting company Irvine Accounting, is located in East Kilbride, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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NKA Chartered Certified Accountants is an Accounting company. They are headquartered in Glasgow, Scotland, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Headquartered in Glasgow, Scotland, Kean Jarman & Co is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Allendale, NJ
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Martin Lee CPA LLC is an Accounting company launched in 2016. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Accounting company SCS Global Professionals, LLP is located in Burlingame, California. Established in 2007, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Accounting and Business Consulting company Michael Siciliano CPA is in Winston-Salem, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Perfect Figures, a small Accounting company, is located in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Airmont, NY
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Rand Payroll Services, a small Accounting company, is headquartered in Airmont, New York. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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In Glasgow, Scotland, Polaris Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Elgin, IL
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Accounting company Tighe, Kress & Orr offers Accounting. They were founded in 2004.
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
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Marlow Payroll & Bookkeeping Services, a small Accounting company, is in East Kilbride, Scotland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Based in Glasgow, Scotland, Tom Cook Accountants is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Defacto-FD is an Accounting company. Their small team is located in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paisley, Scotland
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Henderson Taxation & Accountancy Services is a small Accounting company based in Paisley, Scotland. Their services include Accounting.
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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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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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.