Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Eastleigh, England
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ProActive Bookkeeping Services Ltd is an Accounting company. Their small team is in Eastleigh, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Southampton, England
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Poolemead Accountants Ltd is an Accounting company. They were founded in 2013 and provide Accounting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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SM & Co, a small Accounting company, is located in Dublin 2, Ireland. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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Maguire & Company is an Accounting company. Their small team of employees is in Dublin 2, Ireland. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 7, Ireland
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Rothwell McHugh, an Accounting company, was founded in 1995. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dublin 2, Ireland
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Small Accounting company Conor Butler & Co, is headquartered in Dublin 2, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Perth, Scotland
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Located in Perth, Scotland, JA Book Keeping Services is an Accounting company. Founded in 2001, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin 9, Ireland
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Dunne McNulty Nannery is a small Accounting company. They offer Accounting and were launched in 1977.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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Based in Dublin 12, Ireland, McFeely & McKiernan is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Mytchett, England
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Accounting company Jones & Co was established in 1979. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Blythe Bridge, England
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Established in 2013, Key Accountancy Services is an Accounting company. Headquartered in Blythe Bridge, England, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Belper, England
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L & S Accountancy Services is an Accounting company. The company is located in Belper, England. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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Finn & O’ Sullivan is an Accounting company. Their small team of employees is headquartered in Dublin 12, Ireland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Blackrock, Ireland
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J.M. Butler & Co. Is an Accounting company. The Blackrock, Ireland-based firm was launched in 1994. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Blackrock, Ireland
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BKRM Nexus is an Accounting company. The team is located in Blackrock, Ireland, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 6W, Ireland
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O'Kelly & Associates is an Accounting company. Their small team is based in Dublin 6W, Ireland. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kochi, India
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Small Accounting company Pearl Accountants, is based in Kochi, India. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rajahmundry, India
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Eluri & Associates is an Accounting company. They are headquartered in Rajahmundry, India and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Chowdary and Rao is a small Accounting company in Visakhapatnam, India. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rajahmundry, India
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Small Accounting company GK Tax Consultancy, is headquartered in Rajahmundry, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ongole, India
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Launched in 1976, Kurapati Subba Rao & Co. Is an Accounting company. Based in Ongole, India, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Founded in 2013, Penmetsa & Associates is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Guntur, India
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Based in Guntur, India, Chinta Krishna Rao & Co is an Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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Phanindra & Associates is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in Hyderabad, India.
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UndisclosedUndisclosed50 - 249Bengaluru, India
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Venu & Vinay, an Accounting company, is in Bengaluru, India. They offer Accounting.
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UndisclosedUndisclosed2 - 9Naidupeta, India
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Sai & Associates is an Accounting company. Based in Naidupeta, India, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Guntur, India
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Uma Maheswara & Co is an Accounting company. Their small team is based in Guntur, India. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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B. Srinivasa Rao & Co. Is an Accounting company. Headquartered in Hyderabad, India, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Madhapur, India
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In Madhapur, India, Potnuru and Associates is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Gudivada and Associates, a small Accounting company, is in Visakhapatnam, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Varberg, Sweden
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Accounting company Stenåsa Ekonomitjänst is located in Varberg, Sweden. They provide Accounting and Business Consulting and were launched in 1999.
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UndisclosedUndisclosed2 - 9Vetlanda, Sweden
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In Vetlanda, Sweden, Höglandets Revisionsbyrå AB is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vänersborg, Sweden
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Anders Jarnås Redovisningsbyrå AB, a small Accounting company, is in Vänersborg, Sweden. Their services include Accounting.
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UndisclosedUndisclosedFreelancerVänersborg, Sweden
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Gun-Britt Berglund is an Accounting company. Their small team is headquartered in Vänersborg, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Värnamo, Sweden
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Headquartered in Värnamo, Sweden, RedLab is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Västerås, Sweden
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LHA Revision AB is a small Västerås, Sweden-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 9, Ireland
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Located in Dublin 9, Ireland, John Keane is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Växjö, Sweden
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FB Revision is an Accounting company. The Växjö, Sweden-based firm was established in 1992. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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PRI Tax & Bookkeeping is an Accounting company established in 2010. The team focuses on Accounting and is headquartered in Elgin, Illinois.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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L.H. Accounting & Financial Services is a small Accounting company headquartered in Dublin, Ireland. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Växjö, Sweden
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Established in 2003, Ekonovorna AB is a small Accounting company located in Växjö, Sweden. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 11, Ireland
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Located in Dublin 11, Ireland, KPW & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ystad, Sweden
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Small Accounting and Business Consulting company Yrev AB, is located in Ystad, Sweden. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Launched in 2016, Bean Financial Services is a small Accounting company located in Elgin, Illinois. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Ystad , Sweden
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Visionrevision i Ystad AB is an Accounting and Business Consulting company. The small Ystad , Sweden-based team offers Accounting and Business Consulting. The firm was launched in 2012.
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UndisclosedUndisclosed2 - 9Dublin 6, Ireland
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Fennelly O'Farrell Chartered Accountants is an Accounting company. Based in Dublin 6, Ireland, the agency was established in 1992. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Neptune City, NJ
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Elite Tax and Bookkeeping Center, Inc. Is an Accounting company. They are based in Neptune City, New Jersey and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Norrköping, Sweden
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Easycount Sweden AB is an Accounting company. Launched in 2016, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Bilans, a small Accounting company, is in Kraków, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Elizabeth, NJ
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Launched in 2000, Amaral Accounting Services, a small Accounting company, is in Elizabeth, New Jersey. Their team offers Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.7/40.017/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.