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 - 9Bakersfield, CA
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Christopher J. Aasness, CPA is an Accounting company. Located in Bakersfield, California, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gateshead, England
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Amanah Associates is an Accounting company. Their small team is located in Gateshead, England. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Durham, England
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Murray and Lamb Chartered Accountants is an Accounting company. Established in 1998, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Jarrow, England
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Findlay Todd Accountants, an Accounting company, was established in 2013. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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Pantheon Računovodstvo is a small Accounting company based in Zagreb, Croatia. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Trentadue is an Accounting company. Headquartered in Bari, Italy, their small team specializes in Accounting and Business Consulting. The agency was launched in 1988.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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XA is an Accounting and Business Consulting company. Their small team is located in Auckland, New Zealand. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gateshead, England
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Renwick Accountancy Services is an Accounting company. Their small team is in Gateshead, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gateshead, England
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Bell Anderson is an Accounting company. They are headquartered in Gateshead, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Katra Revisionsbyrå is a small Malmö, Sweden-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, England
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Mitchells Chartered Accountants is an Accounting company. The Washington, England-based agency was launched in 1926. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49North Shields, England
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LNS Accountants is an Accounting company. The team offers Accounting, and the firm is located in North Shields, England.
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UndisclosedUndisclosed2 - 9Turlock, CA
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Based in Turlock, California, Hillberg & Co. CPA's is an Accounting company. They provide Accounting and Business Consulting and were launched in 1947.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Boccia is an Accounting company established in 1991. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249County Durham, England
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Bailey Group Chartered Accountants, an Accounting company, was launched in 2010. Headquartered in and County Durham, England, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Newcastle upon Tyne, England
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ARC Financial Ltd is a small Newcastle upon Tyne, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Commerciale Fabbroni is a small Accounting company established in 1996. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hartlepool, England
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Flannagans Chartered Certified Accountants is a small Accounting company based in Hartlepool, England and Gateshead, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Based in Newcastle upon Tyne, England, Orange Umbrella is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tauranga, New Zealand
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Office Angels Ltd is a small Tauranga, New Zealand-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Regent Centre, England
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Small Accounting company Addere Valorem Limited, is based in Regent Centre, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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SB Accountancy North East is a small England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Wallsend, England
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Burnard Accountants is a small Wallsend, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerBari, Italy
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Accounting company Studio Triggiani was founded in 1994. The team offers Accounting and Business Consulting and is headquartered in Bari, Italy.
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UndisclosedUndisclosed2 - 9Ponteland, England
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Andrew Phillips & Company is an Accounting company launched in 1992. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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AccTax Services Ltd is a small Newcastle upon Tyne, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Sibbald Young is an Accounting company. Their small team is headquartered in Newcastle upon Tyne, England. Their services include Accounting.
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UndisclosedUndisclosedFreelancer
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EJ Accounts Ltd is an Accounting company established in 2017. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Blaydon, England
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Brown & Lough Accountants Ltd is a small Blaydon, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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KP Simpson Certified Public Accountants, a small Accounting company, is located in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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Vemar Plus is an Accounting company. In Zagreb, Croatia, their small team provides Accounting and Business Consulting. The firm was founded in 1992.
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UndisclosedUndisclosed2 - 9Washington, England
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Based in Washington, England, Clarks Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wallsend, England
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A & P Services is an Accounting company founded in 2004. The team specializes in Accounting and is located in Wallsend, England.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Tax Tyne, a small Accounting company, is in Newcastle upon Tyne, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Whitley Bay, England
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Walsh & Co Chartered Accountants is a small Whitley Bay, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Shields, England
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Founded in 1996, C M Accountants is an Accounting company. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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Lepidus Profit is an Accounting company. Their small team is headquartered in Zagreb, Croatia. Their team provides Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Markham, Canada
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In Markham, Canada, JKtax is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Allen Futerman Certified General Accountant is an Accounting company. Their small team is headquartered in Mississauga, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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N.B.M. TIM, a small Accounting company, is in Zagreb, Croatia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Allen Herblum Professional Corporation Chartered Accountants is a small Accounting company in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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Based in Zagreb, Croatia, LOGIKA is a small Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Accounting Professional Network (APN Group) is an Atlanta, Georgia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Accounting Plus Business Services is an Accounting company. They were founded in 1992, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Zagreb, Croatia
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Infokorp is an Accounting company. They are headquartered in Zagreb, Croatia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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Accounting company Accounting Now is in West Des Moines, Iowa. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Headquartered in Wrocław, Poland, Centrum Księgowe Spółek Kapitałowych is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Dublin, Ireland
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Accounting Technicians Ireland is an Accounting company. The Dublin, Ireland-based agency was established in 1983. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Zagreb, Croatia
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Pajk, Luški i partneri is an Accounting company. They are located in Zagreb, Croatia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Smolec, Poland
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Small Accounting company Biuro Rachunkowe Helena Tomaszewska, is located in Smolec, Poland. 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.