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 - 9Kraków, Poland
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Small Accounting company BIUK Biuro księgowe, is based in Kraków, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dublin 14, Ireland
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SCK Group, an Accounting company, was founded in 1981. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Westfield, NJ
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Tepp Accounting Services is an Accounting company. Their small team is based in Westfield, New Jersey. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Östersund, Sweden
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Avansgruppen Sweden AB is a small Östersund, Sweden-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosedFreelancerElgin, IL
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Phillip Baumann, CPA is an Accounting company. Their small team is headquartered in Elgin, Illinois. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wieliczka, Poland
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Wieliczka Wieltax Accounting is an Accounting company. Their small team of employees is in Wieliczka, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Motala, Sweden
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24 Finance Sweden AB, a small Accounting company, is based in Motala, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plumsted, NJ
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Small Accounting company K's Tax & Accounting Services, is in Plumsted, New Jersey. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Stryszawa, Poland
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Biuro Podatkowo-Rachunkowe "Plus-Minus" is an Accounting company. In Stryszawa, Poland, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Gamla Västers Redovisningsbyrå AB is an Accounting company. Their small team is headquartered in Malmö, Sweden. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Quality Consulting AB is an Accounting company. Their small team is headquartered in Stockholm, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro rachunkowe ABISTEMA is a small Accounting company based in Kraków, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Keyport, NJ
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Arbor Tax is a small Accounting company located in Keyport, New Jersey. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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PROJF Consulting AB is an Accounting company. They are based in Stockholm, Sweden and have midsize team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Accounting company Akler Browning LLP was founded in 1981. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Brunswick, NJ
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BD Tax Services is a small New Brunswick, New Jersey-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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All American Tax Service is a small Elgin, Illinois-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pitman, NJ
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In Pitman, New Jersey, Premier Accounting Services is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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UNTaxa is an Accounting company. Their small team is headquartered in Kraków, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cerritos, CA
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Fagan & Fagan, LLP is an Accounting company. They are based in Cerritos, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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CPA Worldwide Tax is an Accounting company. Based in City of Industry, California, their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Dublin 2, Ireland
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Accounting company HLB Ryan focuses on Accounting. They were established in 1933.
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UndisclosedUndisclosed2 - 9Manhattan Beach, CA
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Antonious and Associates Tax Consultants, Inc. Is an Accounting company. Headquartered in Manhattan Beach, California, their small team provides Accounting. The agency was founded in 2013.
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UndisclosedUndisclosed2 - 9Dublin 3, Ireland
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ITAS Accounting, a small Accounting company, is headquartered in Dublin 3, Ireland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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David Ebbs & Co, an Accounting company, is based in Dublin, Ireland. They focus on Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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Howard Li CPA is an Accounting company. The team focuses on Accounting and is located in City of Industry, California.
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UndisclosedUndisclosed2 - 9City of Industry, CA
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ChineseCPA is a small Accounting company. Launched in 2008, the team focuses on Accounting.
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UndisclosedUndisclosed250 - 999Mumbai, India
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C B Mehta & Associates, a midsize Accounting company, is headquartered in Mumbai, India. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Located in Mumbai, India, Strategic Advisors & Financial Consultants Pvt. Ltd. Is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandler's Ford, England
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Karen Hillier Bookkeeping and Payroll services is an Accounting company. Their small team is in Chandler's Ford, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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UDF & Associates is a small Mumbai, India-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Founded in 1987, V.A.Ambekar & Associates is an Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting and is in Mumbai, India.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Small Accounting and Business Consulting company SADHANA & Co., is based in Mumbai, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Aktacs is an Accounting company. They are located in Brampton, Canada and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company Alam Accounting and Tax Professional Corporation, is headquartered in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Small Accounting company B D P S & Co, is headquartered in Hyderabad, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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ALAN A.M. WEISBROD, CPA CA, a small Accounting company, is in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vijayawada, India
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MVR & Associates is a small Accounting company headquartered in Vijayawada, India. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Small Accounting company M Chalapathy Rao & Co., is based in Visakhapatnam, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Alan Barkin Professional Corporation is an Accounting company. Their small team is in Markham, Canada. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vijayawada, India
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Srinivas Doradla & Co. Is a small Vijayawada, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Madhapur, India
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Accounting company Dandamudi & Associates is headquartered in Madhapur, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Guntur, India
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CGC & Co. Is a small Guntur, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Ramasamy Koteswara Rao & Co. Is a small Accounting company based in Hyderabad, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Accounting company K S P Raju & Associates was founded in 1994. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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Rama Subba Rao & Co. Is an Accounting company. Founded in 1980, the company is in Visakhapatnam, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hyderabad, India
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Srikanth & Co., an Accounting company, was founded in 2008. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Visakhapatnam, India
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SSSVT Consultants, a small Accounting company, is located in Visakhapatnam, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hyderabad, India
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Based in Hyderabad, India, Seshachalam & Co is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Hyderabad, India
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M. Bhaskara Rao & Co. Is a Hyderabad, India-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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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.