Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9Saratoga Springs, NY
Services provided
Accounting company Bucknam & Rodecker CPAs was founded in 1994. The agency offers Accounting and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
Helmi Talib & Co is an Accounting company. The midsize Singapore, Singapore-based team focuses on Accounting. The firm was established in 1992.
Read more -
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
Akonto Ksiegowosc & Kadry is an Accounting company. They are headquartered in Kraków, Poland and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Norwich, NY
Services provided
Cwynar & Company CPA's PLLC is an Accounting company. They specialize in Accounting and Business Consulting and are in Norwich, New York.
Read more -
UndisclosedUndisclosed2 - 9Amsterdam, NY
Services provided
First Choice Professional Services, Inc is a small Amsterdam, New York-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Saratoga Springs, NY
Services provided
Summit Accounting Services is an Accounting company. The agency is headquartered in Saratoga Springs, New York. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Veracity Financial Group is an Accounting company. Founded in 2011, the team specializes in Accounting and Business Consulting. The agency is in Albany, New York.
Read more -
UndisclosedUndisclosed2 - 9Glenhest, Ireland
Services provided
Accounting company KSN Registered Auditors & Business Advisors is located in Glenhest, Ireland. Launched in 2001, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
ATL Flor&Błaszak Sp. Z o.o.provides comprehensive services for business entities is an Accounting company. Their small team is headquartered in Kraków, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Edwin Tay & Co. Is an Accounting company. The agency is in Singapore, Singapore. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Queensbury, NY
Services provided
CMJ, LLP, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is in Queensbury, New York.
Read more -
UndisclosedUndisclosed2 - 9Wieliczka, Poland
Services provided
Small Accounting company SYNERGIA - Biuro Rachunkowe, is located in Wieliczka, Poland. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ghent, NY
Services provided
Baer Tax Group, Inc, an Accounting company, was founded in 1990. The company offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lo Barnechea, Chile
Services provided
J&E Business Consulting, a Business Consulting company, was launched in 2014. They provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glens Falls, NY
Services provided
Located in Glens Falls, New York, Allen B Powers CPA is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Great Barrington, MA
Services provided
Accounting company Smith, Watson & Company, LLP was founded in 1973. The team focuses on Accounting and Business Consulting and is based in Great Barrington, Massachusetts.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Zephyr Consultancy Pte Ltd is a small Accounting company. They provide Accounting and Business Consulting and were established in 2006.
Read more -
UndisclosedUndisclosed2 - 9Chorzów, Poland
Services provided
Accounting office PULS is an Accounting company. Located in Chorzów, Poland, the company was founded in 2003. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dublin, Ireland
Services provided
Located in Dublin, Ireland, Celtic Accounts is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Glens Falls, NY
Services provided
Richard W. Fuller, CPA is an Accounting company. Their small team is in Glens Falls, New York. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cooperstown, NY
Services provided
Raymond E Holohan CPA is an Accounting company. Launched in 1996, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lincoln, CA
Services provided
SWENSON CPA, LLP is a small Accounting company in Lincoln, California. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dublin, Ireland
Services provided
Located in Dublin, Ireland, SolvePayroll is a small Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ahmedabad, India
Services provided
DP Accounting & Taxation Services is an Accounting company. They offer Accounting and were launched in 2016.
Read more -
UndisclosedUndisclosed2 - 9Ahmedabad, India
Services provided
Based in Ahmedabad, India, Munimjee Accounting Services is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
JDT Management Services Pte Ltd, a small Accounting company, is in Singapore, Singapore. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dublin, Ireland
Services provided
D&M Accountancy Services is a small Accounting and Business Consulting company in Dublin, Ireland. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ahmedabad, India
Services provided
Rajendra Saini & Co. Is an Accounting company. They focus on Accounting and Business Consulting and were established in 1995. The agency is based in Ahmedabad, India.
Read more -
UndisclosedUndisclosed2 - 9Ballston Spa, NY
Services provided
Priority One Payroll is an Accounting company. Their small team is headquartered in Ballston Spa, New York. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Garden Grove, CA
Services provided
Accounting company CENTENO ACCOUNTANCY is based in Garden Grove, California. Founded in 2019, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Pawling, NY
Services provided
JRB Accounting and Tax Services LLC, an Accounting company, was founded in 2013. In Pawling, New York, the team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Anand, India
Services provided
DG Services & Mark Accounting is a small Anand, India-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Boonville, NY
Services provided
Fiducial is a small Accounting company. They offer Accounting and were founded in 1970.
Read more -
UndisclosedUndisclosed2 - 9Anand, India
Services provided
Accounting company Shivani Consultancy was established in 1999. The firm specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Gurugram, India
Services provided
Aggarwal Varun & Co. Is an Accounting company. Their small team is based in Gurugram, India. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Centrepoint Business Park, Ireland
Services provided
Aurora Accounting and Business Services is a small Accounting company founded in 2003. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Gurugram, India
Services provided
Based in Gurugram, India, SKAA and Associates is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westminster, CA
Services provided
Hess Income Tax is an Accounting company. They were established in 1960, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
Foo Kon Tan is a midsize Accounting company. Established in 1968, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ellenabad, India
Services provided
Kanda & Associates is an Accounting company. They are based in Ellenabad, India and have small team. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Gurugram, India
Services provided
Accounting company Lakshami Associates focuses on Accounting. They are based in Gurugram, India.
Read more -
UndisclosedUndisclosed10 - 49Dublin 4, Ireland
Services provided
O'Gorman Brannigan Purtill & Co. Is an Accounting company headquartered in Dublin 4, Ireland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Based in Singapore, Singapore, Robert Yam & Co PAC is an Accounting company. Launched in 1977, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
Florkowska & Konarski Sp. Z o. O is an Accounting company. Based in Kraków, Poland, the firm was founded in 2001. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Singapore, Singapore
Services provided
Cypress Singapore Public Accounting Corporation is a midsize Accounting company based in Singapore, Singapore. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Bielsko-Biała, Poland
Services provided
Founded in 1993, Accounting Office "Dochód B" K. Is an Accounting company. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Praha 7, Czech Republic
Services provided
Tailor Services is a small Accounting company headquartered in Praha 7, Czech Republic. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Rzeszów, Poland
Services provided
Based in Rzeszów, Poland, Kancelaria Podatkowa Sterling Sp. Z o.o. Is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Praha 10, Czech Republic
Services provided
PRODIMO is a small Praha 10, Czech Republic-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Prague 6, Czech Republic
Services provided
Founded in 1998, Kancelář Cato is an Accounting company. Based in Prague 6, Czech Republic, the team offers Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$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.