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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$100,000+$150 - $199 / hr2 - 9
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Appventure GmbH & Co. KG is a small IT strategy consulting company launched in 2020. Their services include IT strategy consulting and BI & big data consulting & SI.
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$1,000+< $25 / hr10 - 49
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Amm Associates, a Business Consulting company, was established in 1986. The team specializes in Business Consulting and Accounting and is headquartered in New Delhi, India.
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Undisclosed$25 - $49 / hr2 - 9Dallas, TX
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Business Consulting company bshaccounting is in Dallas, Texas. Established in 2000, the team specializes in Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr10 - 49
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Torchlight Tax & Financial Solutions is an Accounting company. Located in Las Vegas, Nevada, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Business Closed is an Insurance Services & Brokers company. Their small team is located in Warwick, Rhode Island and offers Insurance Services & Brokers. The agency was established in 2020.
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UndisclosedUndisclosed2 - 9Sandton, South Africa
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ANLO Financial Solutions is a small Accounting company located in Sandton, South Africa. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49
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Mobile & App Marketing company GoDocm was established in 2020. The company specializes in Mobile & App Marketing and Mobile App Development, and is small.
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UndisclosedUndisclosed2 - 9
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Headquartered in Watauga, Texas, Jasso Group Insurance & Financial Services is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Quedgeley, England
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Virgate Accounts Ltd is an Accounting and Finance & Accounting Outsourcing (FAO) company. Located in Quedgeley, England, the agency provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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Launched in 2021, 7 Sky Consultancy Pvt Ltd is a midsize Lahore, Pakistan-based Advertising company. Their team focuses on Advertising and Event Marketing.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Dimov Audit is an Accounting company. Established in 2008, the company is based in San Francisco, California. Their services include Accounting.
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Undisclosed< $25 / hr1,000 - 9,999
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Founded in 2004, Property Management Backoffice, a large Business Consulting company, is headquartered in Wexford, Pennsylvania. Their team provides Business Consulting and Back Office Outsourcing.
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$1,000+$300+ / hr50 - 249
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FundTQ is a Business Consulting company. In Gurugram, India, their midsize team offers Business Consulting and Commercial Financing. The agency was founded in 2018.
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UndisclosedUndisclosed2 - 9
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Founded in 2020, Greenlight Insurance Brokers Limited is a small Rotorua, New Zealand-based Contract Manufacturing company. Their services include Contract Manufacturing and Customs brokerage.
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$10,000+$50 - $99 / hr50 - 249Ahmedabad, India
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Abtik Group of Companies is an Ahmedabad, India-based Business Consulting company. They offer Business Consulting and Financial Advising & Planning.
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$5,000+$150 - $199 / hr2 - 9
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Eclipse Advisory is a small Business Consulting company founded in 2017. Their services include Business Consulting and Accounting.
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$100,000+$25 - $49 / hr50 - 249
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TaxTrex | R&D Tax Credit Software is an Accounting company. Founded in 1995, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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Arizona Zero Down Bankruptcy is a Financial Advising & Planning company headquartered in Phoenix, Arizona. Launched in 2012, the team focuses on Financial Advising & Planning and Finance Law.
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$1,000+< $25 / hr50 - 249Wilmington, DE
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Based in Wilmington, Delaware, Glocal Accounting is a big data company. Established in 2007, the team specializes in BI & big data consulting & SI and Cybersecurity.
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$1,000+$25 - $49 / hr50 - 249Yerevan, Armenia
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Established in 2008, FinTax Accounting is a midsize Accounting company in Yerevan, Armenia. Their team focuses on Accounting and Financial Consulting.
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$10,000+Undisclosed2 - 9
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Esinli Capital, a Commercial Financing company, was established in 2024. They specializes in Commercial Financing and Financial Advising & Planning.
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$1,000+$100 - $149 / hr10 - 49
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DLB Consulting is a Business Consulting company. They are located in Baku, Azerbaijan, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wellington, New Zealand
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Michael Anastasiadis | Mortgage Adviser Wellington is a Financial Advising & Planning company established in 2008. The small team provides Financial Advising & Planning and Business Consulting.
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Undisclosed< $25 / hr250 - 999Sheridan, WY
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Mercurius Advisory Services is an Accounting company. Their team is based in Sheridan, Wyoming and New Delhi, India and provides Accounting and Fractional CFO Services.
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$1,000+< $25 / hr50 - 249Edmonton, Canada
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Akan Insurance is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2000.
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UndisclosedUndisclosed2 - 9
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Accurate Advisory Group is a small Accounting company in Wesley Chapel, Florida. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr50 - 249
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Vigor Accounting & Consultancy is a Commercial Financing company in Dubai, United Arab Emirates. Founded in 2016, the team focuses on Commercial Financing and Accounting.
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$5,000+$50 - $99 / hr10 - 49Halifax, Canada
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Dean & Associate is a Commercial Financing company. In Halifax, Canada, the company was established in 2010. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249
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Internal Accounting Services is a Business Consulting company. They are in Philadelphia, Pennsylvania and have midsize team. They focus on Business Consulting and Accounting.
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$1,000+Undisclosed10 - 49Tallinn, Estonia
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Manimama OÜ is a Business Consulting company. The Tallinn, Estonia-based firm was founded in 2021. Their services include Business Consulting and Corporate Law.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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WMS MIDDLE EAST LLC is a Business Consulting company. Founded in 2009, the team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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ECPAs is an Accounting company launched in 2008. The team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Boston, MA
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Established in 2000, Warren Insurance Agency is a small Insurance Services & Brokers company. Their team focuses on Insurance Services & Brokers and Business Consulting.
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UndisclosedUndisclosed250 - 999
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Fintua is a Financial Advising & Planning and Financial Consulting company. Established in 2005, the team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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Green Benefits Group - an Acera Insurance Company is an Insurance Services & Brokers company. Their midsize team is located in Burlington, Canada. Their services include Insurance Services &
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UndisclosedUndisclosed2 - 9New Rochelle, NY
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Located in New Rochelle, New York, TaxAssurances, LLC is a Tax Law company. Founded in 2011, the team offers Tax Law and Business Consulting.
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$1,000+< $25 / hr2 - 9
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Founded in 2009, StruFin is a Finance & Accounting Outsourcing (FAO) company. The small team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Auditree is an Accounting company. They are headquartered in Sydney, Australia. Their team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Chartered choice is an Accounting and Finance & Accounting Outsourcing (FAO) company. Founded in 2020, their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Acacia Business Solutions is a Business Consulting company. Founded in 2003, their team offers Business Consulting and Business Continuity Management.
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$5,000+$25 - $49 / hr50 - 249
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Accounting company Business Link focuses on Accounting. They are located in Riydah, Saudi Arabia.
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UndisclosedUndisclosed10 - 49
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CIGMA ACCOUNTING LTD – Farringdon, an Accounting and Financial Advising & Planning company, is headquartered in London, England. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999
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Ascent HR Technologies is a midsize Business Consulting company launched in 2002. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Hack Your Tax is an Accounting company established in 2020. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49Monroe, NC
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Established in 2012, Certum Solutions is a small Business Consulting company in Monroe, North Carolina. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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Veritas Claims is a small Trucking company established in 2011. Their services include Trucking and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Fort Mill, SC
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Launched in 2017, Carolina Tax Consulting is an Accounting company. The company provides Accounting and Financial Advising & Planning, and is small.
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$75,000+$150 - $199 / hr50 - 249
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Charter Impact is a midsize Back Office Outsourcing company in Los Angeles, California. The team offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49Lahore, Pakistan
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OBOOKKEEPING is an IT strategy consulting company established in 2019. Their services include IT strategy consulting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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Launched in 2010, Easy Source | Manpower & Payroll Outsourcing Provider in India is a PEO/Employee Leasing company. Their team specializes in PEO/Employee Leasing and Staffing.
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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 -
$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 -
$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
34.1/40.016.8/20 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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, 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+$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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 - $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+< $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
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.