Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Te Awamutu, New Zealand
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Gfa Chartered Accountants, a small Accounting and Business Consulting company, is in Te Awamutu, New Zealand. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chatham-Kent, Canada
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Based in Chatham-Kent, Canada, Accountec is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Murnane & Associates is an Accounting company. Launched in 1979, the company is located in Dublin, Ireland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Cambridge, Canada
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AccounTeck CPA is an Accounting company. They are headquartered in Cambridge, Canada and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Newton, New Zealand
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Lockhart O'Shea is an Accounting company. They are headquartered in Newton, New Zealand and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 6, Ireland
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Clifford Desmond & Associates, a small Accounting company, is based in Dublin 6, Ireland. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Accounting Plus Financial Services Inc. Is an Accounting company. In Vaughan, Canada, their small team provides Accounting and HR Consulting. The agency was established in 1989.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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NZ US Tax Specialists is a small Accounting and Business Consulting company based in Auckland, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin 18, Ireland
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Small Accounting company Smith & Williamson, is located in Dublin 18, Ireland. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Plymouth, New Zealand
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Located in New Plymouth, New Zealand, EFS Accounting Ltd is a small Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Duffy Accountancy and Taxation Services is a small Dublin, Ireland-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Tulare, CA
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Founded in 2008, Bret Stuber CPA is a small Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Keveny Monahan & Co. Chartered Accountants is an Accounting company. The agency is headquartered in Dublin, Ireland. Their team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Winters, CA
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HRB & Associates Inc is an Accounting company. The team is headquartered in Winters, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Seamus Carrick & Co. Is an Accounting company. Their small team is in Dublin, Ireland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
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Established in 2009, Miranda CPA is an Accounting company. Headquartered in Vacaville, California, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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O'Hagan and Company is a small Dublin, Ireland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Roxana Ramos Garcia, CPA, an Accounting company, is headquartered in Vacaville, California. They offer Accounting and were launched in 2013.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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McCann & Associates is a small Accounting company. They provide Accounting and Business Consulting and were founded in 1987.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Dobra Firma Księgowa is a small Kraków, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dixon, CA
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Teresa Castanias, CPA. Is a Dixon, California-based Accounting company. They specialize in Accounting and were established in 2009.
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UndisclosedUndisclosed2 - 9Norfolk, VA
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Ecountable, a small Accounting company, is based in Norfolk, Virginia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atkinson, NH
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Small Accounting company M.E. The Tax Man, is in Atkinson, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Located in Kraków, Poland, Legante Biuro Rachunkowe is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
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Suihkonen Cpas & Consultants is an Accounting company. Their small team of employees is headquartered in Vacaville, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Watson Accounting & Tax Services is a small Accounting company headquartered in HAMPTON, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe Fortax is an Accounting company. Their small team is headquartered in Kraków, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
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Accounting company Brian I Gilpin CPA Inc. Provides Accounting. They were launched in 1986.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Located in Virginia Beach, Virginia, Virtual Accounting and Tax is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Navi Mumbai, India
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Alliance Tax Experts, an Accounting and Business Consulting company, is in Navi Mumbai, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sonoma, CA
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Accounting company Richard A. Gullotta, CPA, MBA was established in 1975. The team focuses on Accounting and is headquartered in Sonoma, California.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Small Accounting company BEVERLY L. JONES, CPA, is headquartered in Chesapeake, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Outfitters4, Inc is an Accounting company. The agency is based in Winston-Salem, North Carolina. Their services include Accounting and Event Marketing.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Edward C. Challberg CPA is an Accounting company. The team provides Accounting and is headquartered in San Rafael, California.
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UndisclosedUndisclosed2 - 9Nyack, NY
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Accounting company Joseph A. Lux CPA, PLLC is headquartered in Nyack, New York. They focus on Accounting and Business Consulting and were founded in 1992.
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UndisclosedUndisclosed10 - 49New York, NY
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Shine & Company LLP is a small New York, New York-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Málaga, Spain
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Asesoría Málaga is an Accounting company. They are based in Málaga, Spain and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Mato Account Works, Inc is an Accounting company. The San Rafael, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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QQ Tax & Accounting Services LLC is an Accounting company. Launched in 2019, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Tarrytown, NY
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Keith Boyer CPA is an Accounting company. The agency is based in Tarrytown, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Málaga, Spain
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VAUDIT is a small Málaga, Spain-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson Heights, NY
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Raza Associates Inc., a small Accounting company, is in Jackson Heights, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Tarlow & Co., CPAs is an Accounting company launched in 1940. The agency focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9New York, NY
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Small Accounting company Asaro & Co.,LLP, is headquartered in New York, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flushing, NY
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Small Accounting company Eastern Accounting & Consulting, is headquartered in Flushing, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
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Small Accounting company Nezaj & Co. CPAs, is headquartered in The Bronx, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9White Plains, NY
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ADG Accounting Inc is a small Accounting company in White Plains, New York. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elmsford, NY
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Cerullo LLC is an Accounting company launched in 1978. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamaica, NY
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Padilla and Company, LLP is an Accounting company. Their team is based in Jamaica, New York. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Accounting company We R Consultants LLP is in Mumbai, India. They offer Accounting and Custom Software Development and were established in 2014.
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We evaluate service providers using a structured methodology that combines:
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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.