Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
Centrum Księgowo - Finansowe, an Accounting company, was launched in 2013. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brookwood, England
Services provided
Herbert Parnell is a small Accounting company headquartered in Brookwood, England. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Weybridge, England
Services provided
TWP Accounting is an Accounting company. They are headquartered in Weybridge, England and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Weybridge, England
Services provided
Founded in 1920, MGI Midgley Snelling LLP is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Mitcham, England
Services provided
Founded in 2012, BNW - Accountants & Tax Consultants is a small Mitcham, England-based Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Brzesko, Poland
Services provided
MEG Accounting Office is an Accounting company. Established in 2005, the company is in Brzesko, Poland. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Woking, England
Services provided
In Woking, England, Anthony J Faccini Accountants is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Ping Chartered Accountants is an Accounting company. They are located in Camberley, England and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Weybridge, England
Services provided
Founded in 2013, Atek Accounting is a small Accounting company located in Weybridge, England. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Redhill, England
Services provided
GBJ LLP is a small Accounting company located in Redhill, England. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
Biuro Rachunkowe Kompensa is an Accounting company. Their small team is located in Kraków, Poland. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Woking, England
Services provided
Ashfield Accountancy, an Accounting company, is located in Woking, England. They provide Accounting and were launched in 1993.
Read more -
UndisclosedUndisclosed2 - 9Epsom, England
Services provided
CWM Chartered Accountants, a small Accounting company, is headquartered in Epsom, England. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Camberley, England
Services provided
Sumner & Moore Ltd is an Accounting company. They are headquartered in Camberley, England and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
Tan, Chan & Partners is an Accounting company. The team is based in Singapore, Singapore, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Staines-upon-Thames, England
Services provided
Pearl Chartered Accountants, an Accounting company, is in Staines-upon-Thames, England. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Longcross, England
Services provided
Small Accounting company Power in Numbers Ltd, is headquartered in Longcross, England. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Weybridge, England
Services provided
RJP is a small Accounting company based in Weybridge, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Singapore, Singapore
Services provided
Accounting Consultancy Pte. Ltd. Is an Accounting company. They are in Singapore, Singapore and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9The Sands, England
Services provided
BGA Accountants, a small Accounting company, is in The Sands, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Cobham Park Road, England
Services provided
Founded in 1938, Wellden Turnbull, a small Accounting company, is located in Cobham Park Road, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Guildford, England
Services provided
Whittingtons - Chartered Accountants is an Accounting company. Their small team is based in Guildford, England. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Guildford, England
Services provided
Sherwin Currid Accountancy is a Guildford, England-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sutton, England
Services provided
Sutton Accountants, a small Accounting company, is located in Sutton, England. The team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Godalming, England
Services provided
Roffe Swayne Accountants is a midsize Godalming, England-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Launched in 2007, JM Management & Accounting Pte. Ltd., a small Accounting company, is in. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9GODALMING, England
Services provided
Located in GODALMING, England, TH Accounting Limited is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Camberley, England
Services provided
Stewart & Co. Is an Accounting company. They are in Camberley, England. Their team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Milano, Italy
Services provided
Studio Associato Orlandi is an Accounting company. Their small team is in Milano, Italy. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Founded in 1912, Menzies LLP is a small Accounting company. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Guildford, England
Services provided
Accounting company Heather & Co Ltd is based in Guildford, England. They offer Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ewell, England
Services provided
Small Accounting company Ark Accountancy, is headquartered in Ewell, England. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Cheam, England
Services provided
Halsey & Co. Is an Accounting company. They are headquartered in Cheam, England and have small team. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Leatherhead, England
Services provided
Ashton Allsop Chartered Accountants is a Leatherhead, England-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Woking, England
Services provided
Westways Accounting Services is an Accounting company. Their small team is located in Woking, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Farnham, England
Services provided
Munro & Partners Accountants is an Accounting company. The team provides Accounting and is located in Farnham, England.
Read more -
UndisclosedUndisclosed2 - 9Staines-Upon-Thames, England
Services provided
Alchemy Financial Solutions is a small Staines-Upon-Thames, England-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Byfleet, England
Services provided
Launched in 2016, Brayne, Williams & Barnard Limited is a small West Byfleet, England-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Milano, Italy
Services provided
Studio Previtali, an Accounting company, is based in Milano, Italy. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Weybridge, England
Services provided
Ward Williams Chartered Accountants is an Accounting company. Their small team is based in Weybridge, England. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Milano, Italy
Services provided
Studio Tarantino & Partners, an Accounting company, was launched in 1984. They provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Milano, Italy
Services provided
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.
Read more -
UndisclosedUndisclosed2 - 9Milano, Italy
Services provided
Studio Demarziani is an Accounting company. The team focuses on Accounting and is located in Milano, Italy.
Read more -
UndisclosedUndisclosed2 - 9Praha 2, Czech Republic
Services provided
DoMyTax is an Accounting company. Based in Praha 2, Czech Republic, the firm was launched in 2006. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Praha 2, Czech Republic
Services provided
Alexio CZ is an Accounting company located in Praha 2, Czech Republic. They focus on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Prague 1, Czech Republic
Services provided
NewCo is an Accounting company headquartered in Prague 1, Czech Republic. The team offers Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Praha 5, Czech Republic
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49Perth, Canada
Services provided
Small Accounting company Allan and Partners LLP, is headquartered in Perth, Canada. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Accounting company Allan Borins CGA specializes in Accounting. They are headquartered in Toronto, Canada.
Read more -
UndisclosedUndisclosed2 - 9Kraków, Poland
Services provided
Accounting and Tax Office Paweł Dziurman is a Kraków, Poland-based Accounting company. Their services include 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
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.