Top Financial Services Firms
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$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.
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UndisclosedUndisclosed2 - 9Prague 6, Czech Republic
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Founded in 1998, Kancelář Cato is an Accounting company. Based in Prague 6, Czech Republic, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Katowice, Poland
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Accounting company Accounting Office KPDA Polska Sp. Z o was founded in 1998. The company provides Accounting.
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UndisclosedUndisclosed10 - 49Bristol, England
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Kwan & Company is an Accounting company founded in 1993. The team focuses on Accounting and is headquartered in Bristol, England and Pontycymer, Wales.
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UndisclosedUndisclosed10 - 49Merseyside, England
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Jonathan Ford & Co Limited is a Merseyside, England-based Accounting company. Launched in 1999, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Newcastle upon Tyne, England
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MHA Tait Walker is a midsize Newcastle upon Tyne, England-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Newcastle upon Tyne, England
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Ryecroft Glenton, a midsize Accounting company, is located in Newcastle upon Tyne, England and Northumberland, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Accounting Partners Sp. Z o. O is an Accounting company. Their small team is located in Kraków, Poland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Kinsey Jones Chartered Accountants is a Newcastle upon Tyne, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Glen C Roger Ltd is an Accounting company launched in 1991. The team focuses on Accounting and is in Newcastle upon Tyne, England.
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UndisclosedUndisclosed2 - 9Westminster, CA
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Headquartered in Westminster, California, BBOSSTAX is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Newcastle Upon Tyne, England
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Newcastle Accountancy is a small Newcastle Upon Tyne, England-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Newcastle upon Tyne, England
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RMT Accountants & Business Advisors Ltd is a midsize Accounting company. They focus on Accounting and were founded in 1954.
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UndisclosedUndisclosed10 - 49Prague 8 , Czech Republic
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LERIKA, an Accounting company, was launched in 2005. The team offers Accounting and is based in Prague 8 , Czech Republic.
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UndisclosedUndisclosed50 - 249County Durham, England
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Founded in 1920, Robson Laidler Accountants Limited, a midsize Accounting company, is based in and County Durham, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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Boroff & Co., Inc is an Accounting company. Located in Seal Beach, California, the agency was launched in 2008. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Located in Newcastle upon Tyne, England, Joseph Miller & Co is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Praha 4 , Czech Republic
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Small Accounting company ASC Accounting, is in Praha 4 , Czech Republic. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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WBS Accountants Ltd is an Accounting company. They are headquartered in Newcastle upon Tyne, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Newcastle upon Tyne, England
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In Newcastle upon Tyne, England, Stephenson Coates Ltd is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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React Accountancy Limited is an Accounting company. Their small team is based in Newcastle upon Tyne, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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MK Consulting Spółka z o.o. - Sp.k., a small Accounting company, is located in Warszawa, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Seaton Burn, England
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Douglas Shaw Limited, a small Accounting company, is located in Seaton Burn, England. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Newcastle upon Tyne, England
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Midsize Accounting company UNW LLP, is in Newcastle upon Tyne, England. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Armstrong and Company is an Accounting company. They are based in Newcastle upon Tyne, England and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newcastle upon Tyne, England
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Valued Accountancy is an Accounting company founded in 2011. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Prague 7, Czech Republic
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Trivi is an Accounting company based in Prague 7, Czech Republic. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Newcastle upon Tyne, England
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Acumen Accounting is an Accounting company. Their small team is based in Newcastle upon Tyne, England. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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KB - TAX sp. Z o. O is an Accounting company. They are in Wrocław, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Based in Wrocław, Poland, Agencja Finansowo-Księgowa Raport Sp. Z o.o is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe ASSENTO is an Accounting company. Their small team is located in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Prague , Czech Republic
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ADMIO is an Accounting company. Their team is headquartered in Prague , Czech Republic. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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ECM Partner is an Accounting company located in Wrocław, Poland. They provide Accounting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Prague 2, Czech Republic
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Ludmila Žaludová is an Accounting company in Prague 2, Czech Republic. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Prague 1 , Czech Republic
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MxB s.r.o., an Accounting company, focuses on Accounting. The firm is based in Prague 1 , Czech Republic.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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BSO Prawo & Podatki & Outsourcing is an Accounting company. Their small team is headquartered in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe Euromecenas sp. Z o. O. Is a small Wrocław, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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Small Accounting company Kane Bergin & Company, is headquartered in Dublin 12, Ireland. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Zagreb, Croatia
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Libusoft Cicom is a custom software development firm. The midsize Zagreb, Croatia-based team offers Custom Software Development and Accounting. The company was founded in 1992.
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UndisclosedUndisclosed2 - 9Dublin 12, Ireland
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BKM Accountants is a small Accounting company based in Dublin 12, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Malmö, Sweden
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Dataredovisning i Skåne AB is an Accounting company. Their small team is based in Malmö, Sweden and specializes in Accounting and Business Consulting. The firm was founded in 1996.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Goja Accounting Office is an Accounting company. The team specializes in Accounting, and the agency is in Wrocław, Poland.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Podatkomat Interaktywne Biuro Księgowe is an Accounting company. Their small team is headquartered in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Launched in 1990, Main Street Tax Station is an Accounting company. Headquartered in Garden Grove, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Small Accounting company Accounting Office KEA Sp. Z o. O, is based in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe MTM is a small Accounting company located in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Belo Horizonte, Brazil
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InoveBen Recursos Humanos, a HR Consulting company, is located in Belo Horizonte, Brazil. The team provides HR Consulting and Staffing.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Joseph Vu & Co., Inc. Is a small Accounting and Business Consulting company headquartered in Garden Grove, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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Tax Center of Orange Coast is an Accounting company. Their small team is in Garden Grove, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CA
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Located in Westminster, California, Tony Lam, CPA, APC is an Accounting company. Founded in 2002, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Prague 2, Czech Republic
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Small Accounting company Panstav, is based in Prague 2, Czech Republic. The team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$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.