Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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Kancelaria Rachcyjno-Podatkowa OTUS is a small Accounting company headquartered in Szczecin, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Norrtälje, Sweden
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K2 Redovisning, a small Accounting company, is in Norrtälje, Sweden. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Copsey Murray is an Accounting company. Headquartered in Dublin, Ireland, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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Biuro Rachunkowe ABK is a small Accounting company in Szczecin, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Lawrence Lenard & Company, LLC, an Accounting company, is based in Elgin, Illinois. Established in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Norrtälje, Sweden
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Based in Norrtälje, Sweden, LEVA Revision is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Legnica, Poland
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PROFUS Kancelarie Podatkowo-Prawne is a small Legnica, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin 9, Ireland
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Moran and Partners is an Accounting company. They are based in Dublin 9, Ireland and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norrtälje, Sweden
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Small Accounting company Helen Sandberg Redovisningsbyrå AB, is in Norrtälje, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Leszno, Poland
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Nota Biuro Rachunkowe Kinga Zielinska-Rożek is an Accounting company. They are headquartered in Leszno, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Established in 2016, Modern Office is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 18, Ireland
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Hopkins CM & Associattes is an Accounting company. They are based in Dublin 18, Ireland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Szczecin, Poland
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Elwira Ścibor-Heksel Accounting Office is an Accounting company. They are headquartered in Szczecin, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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State Accounts is a small Accounting company based in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nässjö, Sweden
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Based in Nässjö, Sweden, Nodum Revision AB is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Napier, New Zealand
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Oldershaw is an Accounting company. Their small team is headquartered in Napier, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Kieran Ryan & Co., a small Accounting company, is headquartered in Dublin, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Opalenica, Poland
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Small Accounting company Biuro rachunkowe BRC, is in Opalenica, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Great Accounting is an Accounting company. Headquartered in Örebro, Sweden, the firm was launched in 2016. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Daniel C. Moreno, CPA is an Accounting company headquartered in Burlingame, California. Established in 1983, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Small Accounting company Account Ekonomipartner AB, is based in Örebro, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Sunshine Pro Accounting & Tax, an Accounting company, was established in 2016. Located in San Mateo, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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2 ekonomer, a small Accounting company, is located in Örnsköldsvik, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Mateo, CA
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Deb Marion, CPA, EA, a small Accounting company, is located in San Mateo, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Don Valley Accounting is a small Accounting company headquartered in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marseille, France
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AccelerateurM is a Business Consulting company established in 2018. Headquartered in Marseille, France, the team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Dublin 1 , Ireland
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TRA Professional Services is an Accounting company. They are headquartered in Dublin 1 , Ireland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company James Hyland and Company is based in. They provide Accounting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Do My Books is an Accounting company. The Dublin, Ireland-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Vance Accountancy & Taxation Services is an Accounting company. They are based in Dublin, Ireland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Barrow-in-Furness, England
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Melville & Co is an Accounting company. Their small team is based in Barrow-in-Furness, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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Bluett Conran is an Accounting company. Their small team is headquartered in Dublin 2, Ireland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Kendal, England
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Ingalls Chartered Accountants is a small Kendal, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kendal, England
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Small Accounting company Jackson & Graham, is headquartered in Kendal, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kirkby Stephen, England
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John Andrew Chartered Accountant is an Accounting company. Based in Kirkby Stephen, England, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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L.K. Manjrekar & Company is an Accounting company. Headquartered in Mumbai, India, the company was founded in 1977. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kendal, England
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RJW Accounting is a small Accounting company headquartered in Kendal, England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Culgaith, England
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Noble Accountants is an Accounting company. Headquartered in Culgaith, England, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Windermere, England
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Small Accounting company Accountants for Small Business, is headquartered in Windermere, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Grange over Sands, England
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BFMS Accountants is an Accounting company headquartered in Grange over Sands, England. They offer Accounting and were established in 2004.
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UndisclosedUndisclosed2 - 9Carnforth, England
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Small Accounting company Clarke Jefferies Chartered Accountants, is located in Carnforth, England. Their services include Accounting.
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UndisclosedUndisclosedFreelancerWinston-Salem, NC
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Based in Winston-Salem, North Carolina, Barton L. Tiffany, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wigton, England
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Marrs Benson, a small Accounting company, is based in Wigton, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Small Accounting company ABFK Chartered Professional Accountants, is headquartered in Ottawa, Canada and Ottawa, Canada. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kendal, England
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Stables Thompson & Briscoe Ltd is a small Accounting company headquartered in Kendal, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Small Accounting company McGovern & Associates Chartered Accountants, is based in Dublin, Ireland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Penrith, England
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Full Circle Accountancy Ltd is an Accounting company. They are in Penrith, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kendal, England
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Heywood-MacDonald, a small Accounting company, is in Kendal, England. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Windermere, England
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Small Accounting company Suttons Tax, is in Windermere, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carlisle, England
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Located in Carlisle, England, Tax Rebate Services is a small Accounting company. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.