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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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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$1,000+$25 - $49 / hr10 - 49
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FRAXN USA is a Financial Consulting company launched in 2018. The team specializes in Financial Consulting and Commercial Financing and is headquartered in Waco, Texas.
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$1,000+$150 - $199 / hr2 - 9
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San Diego Tax Professionals, a Business Consulting company, was founded in 2005. The company focuses on Business Consulting and Accounting.
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$1,000+$300+ / hr10 - 49
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Taxco Solution, an Accounting company, was founded in 2021. They provides Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Hallett Cove, Australia
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AQ Bookkeeping is an Accounting company. The company is based in Hallett Cove, Australia. Their team specializes in Accounting and Digital Asset Management.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Origin Corp is a Financial Advising & Planning company. They offer Financial Advising & Planning and Real Estate Law and were established in 2016. The firm is headquartered in Mumbai, India.
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$50,000+Undisclosed10 - 49València, Spain
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Sofkredit is a Business Consulting company. Their small team is in València, Spain. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Spokane Valley, WA
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Griffiths, Dreher & Evans, P.S., CPAs, a Financial Advising & Planning company, was established in 2023. They offers Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed50 - 249
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DgTx, an Accounting company, was established in 2010. The firm focuses on Accounting and Financial Advising & Planning, and is midsize.
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UndisclosedUndisclosed50 - 249London, England
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Fuse Capital is a Financial Advising & Planning company. They were launched in 2013, and their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Founded in 2020, DMY, a small Accounting company, is in Melbourne, Australia. Their services include Accounting.
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$5,000+$25 - $49 / hr250 - 999
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Accounting is an ERP consulting and SI company. The midsize Cleveland, Ohio-based team offers ERP consulting and SI and Cybersecurity. The agency was founded in 2019.
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$5,000+< $25 / hr50 - 249Panaji, India
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Market Research company MANGAL ANALYTICS AND RESEARCH CONSULTING PRIVATE LIMITED focuses on Market Research and Marketing Strategy. They are in Panaji, India and Mangaluru, India.
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$1,000+$150 - $199 / hr10 - 49Tamar View Industrial Estate, England
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Complete HQ Ltd is an Accounting company. They are in Tamar View Industrial Estate, England and have small team of experts. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249
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AGIC is a Market Research company. Their team is in TBILISI, Georgia. The agency offers Market Research and Marketing Strategy.
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UndisclosedUndisclosed10 - 49
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Dimov Associates is a small Accounting company launched in 2008. Their services include Accounting and Financial Advising & Planning.
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$1,000+Undisclosed50 - 249
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Gccsolutions is a midsize Business Consulting company based in dubai, United Arab Emirates. Their services include Business Consulting and Accounting.
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Undisclosed$100 - $149 / hr2 - 9
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LBE Consulting is a Houston, Texas-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$150 - $199 / hr10 - 49
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Siegel Solutions Inc is an Accounting company. Launched in 2007, their team offers Accounting.
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$5,000+$200 - $300 / hr2 - 9
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Creditte chartered accountants & advisors is an Accounting company. The team provides Accounting and Fractional CFO Services and is based in Fortitude Valley, Australia.
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$10,000+$25 - $49 / hr10 - 49Fort Myers, FL
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Credit CRB, a Finance Law company, was launched in 2012. The small team provides Finance Law and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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Grof, a Business Consulting company, was founded in 2019. In Singapore, Singapore, the team focuses on Business Consulting and Back Office Outsourcing.
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$1,000+$50 - $99 / hr2 - 9
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Founded in 2023, VB & Partners is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Founded in 2025, Capeon - A Global Family Office is a Business Consulting company. The company provides Business Consulting and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Woodbridge, VA
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Small Finance & Accounting Outsourcing (FAO) company Tahri C.P.A. PLLC, is in Woodbridge, Virginia. The team focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$10,000+< $25 / hr250 - 999Chandler, AZ
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Established in 1999, X2 Mortgage is an Insurance Services & Brokers company. The company specializes in Insurance Services & Brokers and Financial Advising & Planning, and is midsize.
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$50,000+Undisclosed250 - 999Dubai, United Arab Emirates
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Diabos Global is a midsize Financial Advising & Planning company launched in 2008. Their team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9
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Fab Accountants Ltd, an Accounting company, was launched in 2012. Based in Portsmouth, England, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Maris & Associates CPAs is an Accounting company. Their team is in Everett, Washington and provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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Based in Warszawa, Poland, Incube CPM is a Fractional CFO Services company. Their services include Fractional CFO Services and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Clinicatalyst is a Financial Advising & Planning and Financial Consulting company established in 2000. Their services include Financial Advising & Planning and Financial Consulting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 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 / 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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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
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.