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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UndisclosedUndisclosed10 - 49Glasgow, Scotland
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Accounting company Thomas Barrie & Co provides Accounting. They were established in 1963.
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UndisclosedUndisclosed2 - 9Thornliebank, Scotland
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Small Accounting company DA Accountants, is in Thornliebank, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paisley, Scotland
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Small Accounting company John M Taylor & Co, Chartered Accountants, is located in Paisley, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMumbai, India
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Gizmosys Solutions is a small Accounting and HR Outsourcing company in Mumbai, India. The team specializes in Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Paisley, Scotland
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Small Accounting company A H B Finance & Consultancy Ltd, is based in Paisley, Scotland. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Glasgow, Scotland
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Hardie Caldwell LLP is an Accounting company. Their midsize team of employees is based in Glasgow, Scotland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Villa Rica, GA
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Small Accounting company Your Taxes Made Simple, Inc, is located in Villa Rica, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bochnia, Poland
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KANCLERZ Tax advisor Regina integral is an Accounting company. They are in Bochnia, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Glasgow, Scotland
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Established in 2012, Khokhar McAdam Chartered Accountants is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Small Accounting company Paper Trail Bookkeeping, is based in Southampton, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Addsum Limited is an Accounting company. They are headquartered in Southampton, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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The Bookkeeping Team is an Accounting company founded in 2017. The team provides Accounting and is in Southampton, England.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Accounting company Buchalteria Biuro rachunkowe was launched in 2000. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Headquartered in Southampton, England, DEMC Bookkeeping is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin 7, Ireland
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Donal Ryan & Associates is an Accounting company. Their small team is in Dublin 7, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Small Accounting company Caplin Bookkeeping, is based in Southampton, England. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Southampton, England
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Omnipol Accounting Ltd, a small Accounting company, is based in Southampton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Villa Rica, GA
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James Oakes, CPA is a small Accounting company launched in 1984. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Jane Camfield Accounting Solutions is a small Accounting company located in Southampton, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Staveley, England
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Good Books Accounting Services Ltd, a small Accounting company, is based in Staveley, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Verve Accounting is an Accounting company. Their small team is headquartered in Southampton, England. Their team specializes in Accounting.
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UndisclosedUndisclosedFreelancerSouthampton, England
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Business Accounting & Tax Ltd is a small Accounting company headquartered in Southampton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Small Accounting company HMG Bookkeeping Services, is located in Southampton, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Martina Rose Accounting is a small Accounting company based in Southampton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hythe, England
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Small Accounting company Maples Bookkeeping Services, is based in Hythe, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warner Robins, GA
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Empreza Tax, LLC is a small Accounting company in Warner Robins, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe Chandon Waller & Partners Sp. Z o.o. Is an Accounting company. Their small team is based in Kraków, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Sharma & Co is a small Southampton, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stockport, England
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Greenlight Accountancy Ltd, an Accounting company, is based in Stockport, England. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Rural Hall, NC
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DCAA Accounting Compliance is an Accounting company. Based in Rural Hall, North Carolina, their midsize team focuses on Accounting and Business Consulting. The company was launched in 2000.
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UndisclosedUndisclosed10 - 49
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Bottom Line Accounting, LLC, an Accounting company, was founded in 2015. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Forerunner Business Solutions LLP, an Accounting company, was launched in 2016. The company focuses on Accounting and HR Consulting, and is small.
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UndisclosedUndisclosed10 - 49
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Hook Law Center, a small Accounting and Commercial Brokerage Services company, is headquartered in Virginia. The team specializes in Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Macon, GA
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CLS Accounting LLC is a small Macon, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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A & C Consulting Group is an Accounting company. They are headquartered in Virginia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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EA Tax Experts is a small Virginia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Ann's Accounting & Tax Pro is a small Winston-Salem, North Carolina-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Smithfield, VA
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Small Accounting company BOYCE, SPADY & MOORE PLC, is located in Smithfield, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Norfolk, VA
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Ben Pope, CPA, a small Accounting company, is headquartered in Norfolk, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Suffolk, VA
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Bookkeeping21 is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2015. The firm is in Suffolk, Virginia.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Ferree Dinkins Group CPAs, PLLC is an Accounting company. The Winston-Salem, North Carolina-based company was founded in 2012. Their team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Mehta Sharma & Co. Is an Accounting company. Their small team is based in Mumbai, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Accounting company Anchor Accounting & Tax, Inc is headquartered in Chesapeake, Virginia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ivor, VA
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Fontaine & Associates, PLLC is a small Accounting company based in Ivor, Virginia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Located in Chesapeake, Virginia, Christine W Egnor, CPA, PLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Based in Brisbane, New Zealand, MGI Auckland Ltd is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Norfolk, VA
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Small Accounting company Brinkley Financial LLC, is headquartered in Norfolk, Virginia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Colonial CPA Group, a small Accounting company, is in Chesapeake, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lower Hutt, New Zealand
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Kendons is a small Accounting and Business Consulting company located in Lower Hutt, New Zealand. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nelson, New Zealand
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Johnston Associates South & Waikato is an Accounting company. The team focuses on Accounting and is based in Nelson, New Zealand.
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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.