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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UndisclosedUndisclosed10 - 49Piteå, Sweden
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Small Accounting company LR Revision & Accounting Norr, is in Piteå, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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In New York, New York, GAAL Accounting Finance is a small Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Carlos, CA
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Accounting company Whitfield Business & Tax Services Inc. Was launched in 1964. The team offers Accounting and is based in San Carlos, California.
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UndisclosedUndisclosed2 - 9
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H.S. Pomerantz & Company LLP is a small Business Consulting company headquartered in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Ronneby, Sweden
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Based in Ronneby, Sweden, Holgersson Revision AB is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mosina, Poland
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Exactus Biuro rachunkowe is an Accounting company. They were founded in 2000, and their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 2006, Fuel Accounting, a small Accounting company, is located in Lower Hutt, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Advocate CPA Group, a small Business Consulting company, is in New York, New York. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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D. C. Parikh & Co. Is an Accounting company. Headquartered in Vadodara, India, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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McDevitt & McGlynn is an Accounting company. The Dublin 2, Ireland-based agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simrishamn, Sweden
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Sydrev Redovisning AB is a small Simrishamn, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Greenlion is an Accounting company. They are headquartered in Auckland, New Zealand and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Julita Sobczak Kancelaria Biegłych Rewidentów is a small Accounting company located in Poznań, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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S K Thakkar & Associates is an Accounting company. Their small team is located in Vadodara, India. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vadodara, India
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VCA & Associates is an Accounting company. Their team is headquartered in Vadodara, India. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Skövde, Sweden
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Headquartered in Skövde, Sweden, Hellbergs Ekonomikonsult AB is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Poznań, Poland
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Declarena Sp. Z oo is an Accounting company launched in 2016. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Thames, New Zealand
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Business One, a small Accounting and Business Consulting company, is located in Thames, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Phillip & Associates LLC is a small Business Consulting company located in Brooklyn, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerSolna, Sweden
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Accounting makes me happy AB, an Accounting company, is located in Solna, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Gavrilov & Co CPA’s is a small Accounting company in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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K K Soni & Co. Is an Accounting company headquartered in New Delhi, India. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sundsvall, Sweden
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Klok Accounting Sundsvall AB is a small Accounting company in Sundsvall, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Säffle, Sweden
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Founded in 1980, Säffle Ekonomitjänst AB, a small Accounting company, is headquartered in Säffle, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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Gregory S. Fredrick, CPA is an Accounting company. The Redwood City, California-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bronx, NY
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Small Accounting company Eva Tax Services, is based in Bronx, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Belmont, CA
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C.G. Uhlenberg, LLP is an Accounting company. Located in Belmont, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Accounting company Jain Bansal & Gupta was established in 1998. The firm offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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Established in 2016, L. LOPEZ, CPA & ASSOCIATES INC. Is an Accounting company. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Belmont, CA
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Accounting company Jeffrey Anton Tax & Business Services is based in Belmont, California. They provide Accounting and were founded in 1984.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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C P A Consultants, a small Accounting company, is based in Los Angeles, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Based in New Delhi, India and New Delhi, India, Gopal Mittal & Associates is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valdosta, GA
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Culbreth, Stout & Associates, PC is an Accounting company. Established in 1992, the company is headquartered in Valdosta, Georgia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Valdosta, GA
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Established in 2006, Gloria Dorvilus Accounting, a small Accounting company, is based in Valdosta, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Valdosta, GA
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Hughes & Associates, LLC is an Accounting company established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Accounting company MORAWSKA ACCOUNTING OFFICE was established in 2003. The team focuses on Accounting and is in Kraków, Poland.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe GBR Consulting is a small Accounting company located in Kraków, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Limanowa, Poland
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Biuro Rachunkowe MAR-TAX, a small Accounting company, is located in Limanowa, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Thornliebank, Scotland
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Johal & Co Chartered Accountants Glasgow is an Accounting company. The agency is headquartered in Thornliebank, Scotland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Figured Out Ltd is an Accounting company. Their small team is in Glasgow, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Paisley, Scotland
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C Allan & Son Accountancy Services Ltd is a small Accounting company. Established in 2013, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Glasgow, Scotland
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Accounting company The Kelvin Partnership was launched in 1989. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Accounting company Lisa L. McDonall CPA was founded in 2005. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Glasgow, Scotland
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Gillespie & Anderson is a small Glasgow, Scotland-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe Rachmistrz is an Accounting company. They were founded in 2011 and offer Accounting.
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UndisclosedUndisclosed10 - 49Glasgow, Scotland
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Accounting company Thomas Barrie & Co provides Accounting. They were established in 1963.
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UndisclosedUndisclosed2 - 9Thornliebank, Scotland
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Small Accounting company DA Accountants, is in Thornliebank, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Paisley, Scotland
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Small Accounting company John M Taylor & Co, Chartered Accountants, is located in Paisley, Scotland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMumbai, India
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Gizmosys Solutions is a small Accounting and HR Outsourcing company in Mumbai, India. The team specializes in Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Paisley, Scotland
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Small Accounting company A H B Finance & Consultancy Ltd, is based in Paisley, Scotland. The team specializes in Accounting.
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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.