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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Centrum Księgowo - Finansowe, an Accounting company, was launched in 2013. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Brookwood, England
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Herbert Parnell is a small Accounting company headquartered in Brookwood, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Weybridge, England
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TWP Accounting is an Accounting company. They are headquartered in Weybridge, England and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Weybridge, England
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Founded in 1920, MGI Midgley Snelling LLP is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mitcham, England
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Founded in 2012, BNW - Accountants & Tax Consultants is a small Mitcham, England-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Brzesko, Poland
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MEG Accounting Office is an Accounting company. Established in 2005, the company is in Brzesko, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woking, England
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In Woking, England, Anthony J Faccini Accountants is a small Accounting company. The team specializes in Accounting.
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Ping Chartered Accountants is an Accounting company. They are located in Camberley, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Weybridge, England
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Founded in 2013, Atek Accounting is a small Accounting company located in Weybridge, England. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Redhill, England
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GBJ LLP is a small Accounting company located in Redhill, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Biuro Rachunkowe Kompensa is an Accounting company. Their small team is located in Kraków, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Woking, England
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Ashfield Accountancy, an Accounting company, is located in Woking, England. They provide Accounting and were launched in 1993.
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UndisclosedUndisclosed2 - 9Epsom, England
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CWM Chartered Accountants, a small Accounting company, is headquartered in Epsom, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Camberley, England
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Sumner & Moore Ltd is an Accounting company. They are headquartered in Camberley, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Tan, Chan & Partners is an Accounting company. The team is based in Singapore, Singapore, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Staines-upon-Thames, England
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Pearl Chartered Accountants, an Accounting company, is in Staines-upon-Thames, England. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Longcross, England
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Small Accounting company Power in Numbers Ltd, is headquartered in Longcross, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Weybridge, England
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RJP is a small Accounting company based in Weybridge, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Accounting Consultancy Pte. Ltd. Is an Accounting company. They are in Singapore, Singapore and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9The Sands, England
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BGA Accountants, a small Accounting company, is in The Sands, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cobham Park Road, England
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Founded in 1938, Wellden Turnbull, a small Accounting company, is located in Cobham Park Road, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Guildford, England
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Whittingtons - Chartered Accountants is an Accounting company. Their small team is based in Guildford, England. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Guildford, England
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Sherwin Currid Accountancy is a Guildford, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sutton, England
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Sutton Accountants, a small Accounting company, is located in Sutton, England. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Godalming, England
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Roffe Swayne Accountants is a midsize Godalming, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 2007, JM Management & Accounting Pte. Ltd., a small Accounting company, is in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9GODALMING, England
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Located in GODALMING, England, TH Accounting Limited is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Camberley, England
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Stewart & Co. Is an Accounting company. They are in Camberley, England. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Studio Associato Orlandi is an Accounting company. Their small team is in Milano, Italy. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Founded in 1912, Menzies LLP is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Guildford, England
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Accounting company Heather & Co Ltd is based in Guildford, England. They offer Accounting.
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UndisclosedUndisclosed2 - 9Ewell, England
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Small Accounting company Ark Accountancy, is headquartered in Ewell, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cheam, England
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Halsey & Co. Is an Accounting company. They are headquartered in Cheam, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Leatherhead, England
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Ashton Allsop Chartered Accountants is a Leatherhead, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woking, England
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Westways Accounting Services is an Accounting company. Their small team is located in Woking, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Farnham, England
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Munro & Partners Accountants is an Accounting company. The team provides Accounting and is located in Farnham, England.
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UndisclosedUndisclosed2 - 9Staines-Upon-Thames, England
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Alchemy Financial Solutions is a small Staines-Upon-Thames, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9West Byfleet, England
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Launched in 2016, Brayne, Williams & Barnard Limited is a small West Byfleet, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milano, Italy
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Studio Previtali, an Accounting company, is based in Milano, Italy. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Weybridge, England
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Ward Williams Chartered Accountants is an Accounting company. Their small team is based in Weybridge, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Tarantino & Partners, an Accounting company, was launched in 1984. They provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Pirola Pennuto Zei & Associati is a Business Consulting company. They are headquartered in Milano, Italy and have midsize team. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Studio Demarziani is an Accounting company. The team focuses on Accounting and is located in Milano, Italy.
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UndisclosedUndisclosed2 - 9Praha 2, Czech Republic
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DoMyTax is an Accounting company. Based in Praha 2, Czech Republic, the firm was launched in 2006. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Praha 2, Czech Republic
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Alexio CZ is an Accounting company located in Praha 2, Czech Republic. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Prague 1, Czech Republic
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NewCo is an Accounting company headquartered in Prague 1, Czech Republic. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Praha 5, Czech Republic
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Founded in 2017, Di Raffaele Accounting is a small Praha 5, Czech Republic-based Accounting company. Their team specializes in Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Perth, Canada
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Small Accounting company Allan and Partners LLP, is headquartered in Perth, Canada. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Accounting company Allan Borins CGA specializes in Accounting. They are headquartered in Toronto, Canada.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Accounting and Tax Office Paweł Dziurman is a Kraków, Poland-based Accounting company. Their services include 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.