Top Financial Services Firms
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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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UndisclosedUndisclosed2 - 9White Plains, NY
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ADG Accounting Inc is a small Accounting company in White Plains, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elmsford, NY
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Cerullo LLC is an Accounting company launched in 1978. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamaica, NY
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Padilla and Company, LLP is an Accounting company. Their team is based in Jamaica, New York. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Accounting company We R Consultants LLP is in Mumbai, India. They offer Accounting and Custom Software Development and were established in 2014.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
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Based in Winston-Salem, North Carolina, Starboard Accounting is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Eastchester, NY
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Located in Eastchester, New York, LMI Accounting CPA, PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49New York, NY
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MBS Accounting Technology & Advisory, an Accounting company, is headquartered in New York, New York. They offer Accounting and were launched in 2000.
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UndisclosedUndisclosed10 - 49Babylon, NY
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Small Accounting company Laufer LLP, is located in Babylon, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Founded in 1989, Lavin & Associates is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Kevin P Chrestman PA is a small Winston-Salem, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249New York, NY
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Perelson Weiner LLP is an Accounting company. They are headquartered in New York, New York and have midsize team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watkinsville, GA
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K SHEA CPA, LLC is an Accounting company. Established in 2009, the team offers Accounting. The company is headquartered in Watkinsville, Georgia.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Launched in 2013, BSRT & Co is a small Accounting company. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9New York, NY
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HarlemCPA, a small Accounting company, is located in New York, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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Seligson & Giannattasio, LLP is a small Accounting company established in 1920. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Akron, OH
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Established in 2006, Henley Executives, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Williamsville, NY
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Bronsky & Company, CPAs is an Accounting company. They are headquartered in Williamsville, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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The Kane Firm is an Accounting company. Located in Buffalo, New York, the agency was founded in 2006. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
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Amato Fox & Company is a small Accounting company headquartered in Tonawanda, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsville, NY
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Szymkowiak & Associates CPAs is a small Accounting company in Williamsville, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Joyce & Company LLC is a small Accounting company based in Buffalo, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Buffalo, NY
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Chiampou Travis Besaw & Kershner LLP is a Buffalo, New York-based Accounting company. Founded in 1994, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Buffalo, NY
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Based in Buffalo, New York, Dopkins & Company, LLP is an Accounting company. They specialize in Accounting and IT managed services and were established in 1955.
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UndisclosedUndisclosed2 - 9Lancaster, NY
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Small Accounting company Argus Accounting & Tax Service, is in Lancaster, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medina, NY
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Accounting company JLThom CPA PC is headquartered in Medina, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Walter Kent Chartered Accountants is a small Accounting company headquartered in Dublin, Ireland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Young and Company CPAs LLP is an Accounting company. They offer Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Based in Buffalo, New York, Sendziak & Sroda CPA's, PLLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Based in Rochester, New York, Morabito & Company, CPA's is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lockport, NY
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Swift & Swift, CPA's is a small Lockport, New York-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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McCarthy & Co, a small Accounting company, is in Dublin 2, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Legendary Lin Tax Service, a small Business Consulting company, is headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Amherst, NY
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Small Accounting company Armenia CPA PLLC, is located in Amherst, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsville, NY
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Launched in 2015, Arcara Zucarelli Lenda & Associates, CPAs, PC is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 1, Ireland
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Small Accounting and Business Consulting company Roberts Nathan, is based in Dublin 1, Ireland. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Located in Brooklyn, New York, Iryna Stepanchuk, CPA is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Buffalo, NY
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Accounting company Moscato CPA was launched in 1982. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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MANUS BRADY is a Dublin 12, Ireland-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Buffalo, NY
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Founded in 2000, Lougen Valenti Bookbinder & Weintraub LLP is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Patna, India
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Tax Solution is a small Accounting company in Patna, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
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Brooklyn FI is a small Business Consulting company launched in 2017. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Patna, India
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Bhushan Shashi & Co. Is an Accounting company. Their small team is in Patna, India. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Orchard Park, NY
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Buffamante Whipple Buttafaro is an Accounting company. Their team is based in Orchard Park, New York and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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AccuBooks, an Accounting company, was launched in 2018. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sunnyside, NY
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BB Tax & Advisory is a Business Consulting company. Their small team is located in Sunnyside, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Patna, India
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Mashi Maheshwari & Co., a small Accounting company, is located in Patna, India. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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GBC Accountants is an Accounting company. Their small team is based in Dublin, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Samastipur, India
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Located in Samastipur, India, K S P M & Co. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gorakhpur, India
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AVSA & Associates is a small Gorakhpur, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gorakhpur, India
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Goel & Goel is an Accounting company in Gorakhpur, India. Their services include 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.