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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Notax Prowadzenie ksiąg rachunkowych is a small Kraków, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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PC Partner. Kancelaria biegłego rewidenta., an Accounting company, was founded in 1995. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Small Accounting company KANCELARIA PODATKOWA Miłosz Maria Wąsik, is in Kraków, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Sarego Finance, a small Accounting company, is based in Kraków, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Kancelaria Podatkowa MKM sp. Z o.o. Is an Accounting company. Their small team is in Kraków, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Thunder Bay, Canada
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LCPS Professional Corporation is a Thunder Bay, Canada-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 1998.
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UndisclosedUndisclosed2 - 9Biraul, India
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Accounting company R K Associates is in Biraul, India. Launched in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pune, India
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PSAC and Associates is an Accounting company. Their small team is in Pune, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raipur, India
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APAS & Co. Is an Accounting company. Founded in 1971, the firm is located in Raipur, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Raipur, India
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Vinod Kumar Gupta & Associates is a midsize Raipur, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ambikapur, India
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ATN & Co. Is an Accounting company. They are based in Ambikapur, India and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nehru Nagar, India
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Located in Nehru Nagar, India, Suraj Soni & Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Small Accounting company Audit Express, is headquartered in Singapore, Singapore. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Established in 2007, SOAS Pte. Ltd. Is a small Accounting company located in Singapore, Singapore. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Headquartered in Singapore, Singapore, Ackenting Group is an Accounting company. Founded in 2007, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Round Rock, TX
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Accounting company SurePath Wealth Management was established in 2016. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49
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3E Accounting Pte. Ltd. Is an Accounting company. Their small team of employees is based in. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Nowy Targ, Poland
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Strycharz Audyt Finanse - Kancelaria Biegłego Rewidenta is an Accounting company in Nowy Targ, Poland. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Kancelaria Lucrum is an Accounting company. They are headquartered in Kraków, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Enterprise Bizpal Pte Ltd is a small Accounting company based in Singapore, Singapore. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Auditors Górka & Szulc is an Accounting company. The Kraków, Poland-based agency provides Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Taxreo sp. Z o. O is a small Accounting company in Kraków, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Back Office Consulting Pte Ltd is a small Singapore, Singapore-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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CFO Corporate Advisory Pte Ltd is an Accounting company established in 2018. Headquartered in Singapore, Singapore, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Brooks Alliance is an Accounting company. Their small team is located in Brooklyn, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Port Jefferson Station, NY
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Cullen & Danowski, LLP is an Accounting company established in 1971. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsford, NY
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Accounting company LPWolch CPAs, P.C. Is headquartered in Pittsford, New York. Founded in 1989, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
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Federspiel, Pfeifer & Kubicki, CPA, PC is a Tonawanda, New York-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 1986.
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UndisclosedUndisclosed2 - 9West Seneca, NY
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Clark & Nihill CPA's is a small West Seneca, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tonawanda, NY
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Marlies Y Hendricks CPA PLLC is an Accounting company. They are based in Tonawanda, New York. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lancaster, NY
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In Lancaster, New York, Buffalo Pure Tax Resolution is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Beancounters Dublin, a small Accounting company, is headquartered in Dublin, Ireland. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Petrella Phillips LLP is an Accounting company. Their small team is in Rochester, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 15, Ireland
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AM Bookkeeping Services, an Accounting company, is in Dublin 15, Ireland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Allegany, NY
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Bysiek CPA, PLLC is an Accounting company. The team focuses on Accounting, and the firm is in Allegany, New York.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Founded in 1998, Biuro Rachunkowe WAKAT is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Olean, NY
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John P. Mucke CPA PLLC is a small Accounting company headquartered in Olean, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9barak, Poland
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Launched in 1992, Jolanta Dulak Firma Usługowa BENE is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Olean, NY
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Based in Olean, New York, GFC Business Systems is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Latham, NY
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Robert A. Southworth CPA PC is a Latham, New York-based Accounting company. They offer Accounting and Business Consulting and were founded in 1990.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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LF Bookkeepers, a small Accounting company, is located in Dublin, Ireland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Las Condes, Chile
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BC & MC is a small Back Office Outsourcing company located in Las Condes, Chile. The team offers Back Office Outsourcing and Commercial Financing.
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UndisclosedUndisclosed2 - 9Johnstown, NY
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Des Moines Tax Services LLC is an Accounting company. They are located in Johnstown, New York and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Delmar, NY
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Dievendorf and Company, a small Accounting company, is based in Delmar, New York. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Latham, NY
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Budd & Associates, CPAs PLLC is an Accounting company. Their small team is located in Latham, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin 10, Ireland
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Small Accounting company ACCORDin, is based in Dublin 10, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Clifton Park, NY
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Small Accounting company Battaglia & Associates CPA's PLLC, is based in Clifton Park, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cobleskill, NY
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BQ Tax & Accounting Ltd is an Accounting company. They are headquartered in Cobleskill, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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Business Tax Accountancy Pte Ltd, an Accounting company, offers Accounting. The agency is based in Singapore, Singapore.
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UndisclosedUndisclosed10 - 49Saratoga Springs, NY
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Whittemore Dowen & Ricciardelli LLP is an Accounting company headquartered in Saratoga Springs, New York. The team provides 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.