Top Financial Services Firms
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Featured
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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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$1,000+$100 - $149 / hr2 - 9Burlington, MA
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In Burlington, Massachusetts, S. Gordon Corporation is an Accounting company. They focus on Accounting and were established in 1978.
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$1,000+$100 - $149 / hr10 - 49Newton, MA
Services provided
Headquartered in Newton, Massachusetts, AGS Tax Group is a small Accounting company. Their services include Accounting.
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$1,000+$50 - $99 / hr10 - 49Schaumburg, IL
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Cukierski & Kowal is a small Accounting company in Schaumburg, Illinois. The team specializes in Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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D'Andrea & Associates is a small Accounting company located in Chicago, Illinois. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Washington, Pittman & McKeever, an Accounting company, was launched in 1939. In Chicago, Illinois, the team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Pleasanton, CA
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DePretis CPAs is an Accounting company. In Pleasanton, California, the firm offers Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Chu and Waters is a small Accounting company located in San Francisco, California. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9St. John's, Canada
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Established in 2014, Clarified Accounting, a small Accounting company, is located in St. John's, Canada. Their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
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I&U CPA is an Accounting company. Located in New York, New York, their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Monticello, NY
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Bachrach, Waschitz & Waschitz is a Monticello, New York-based Accounting company. They specialize in Accounting.
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$1,000+$100 - $149 / hr10 - 49Needham, MA
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Sandler & Company is an Accounting company. The team focuses on Accounting, and the agency is located in Needham, Massachusetts.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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Located in Los Angeles, California, Neuman + Associates is a small Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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HRH Accountancy Corporation is an Accounting company. The San Francisco, California-based agency was launched in 1986. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Chicago, IL
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Accounting company Clarke Public Accounting is located in Chicago, Illinois. They specialize in Accounting and were founded in 1993.
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$1,000+$100 - $149 / hr10 - 49Harwood Heights, IL
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D&J Accounting and Tax Services is an Accounting company established in 1990. The company offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Chicago, IL
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Prado & Renteria is an Accounting company founded in 1990. Their team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Park Ridge, IL
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Established in 1977, Rozovics Group is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Skokie, IL
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Rudder Services is an Accounting company founded in 2017. The small team offers Accounting.
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Undisclosed$50 - $99 / hrFreelancerBronx, NY
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Accounting company Cruz Income Tax & Payroll Services focuses on Accounting. They were founded in 2012.
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$1,000+< $25 / hr50 - 249Gainesville, FL
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Rccess Technologies is a Gainesville, Florida-based Accounting company. Established in 2012, the team offers Accounting and Custom Software Development.
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$1,000+$200 - $300 / hr2 - 9Uniondale, NY
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Launched in 2011, IFG Corporate Accounting Services is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249
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Founded in 2013, Tech Manos is an Accounting company. The team focuses on Accounting and Back Office Outsourcing.
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$1,000+$50 - $99 / hr10 - 49Poznań, Poland
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MyTeam Group is an Accounting company. They are located in Poznań, Poland and Barcelona, Spain. Their team provides Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9New Delhi, India
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Accounting company Erudite Finlop & Lawton Private Limited was established in 2012. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is in New Delhi, India.
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$1,000+$25 - $49 / hr2 - 9Plovdiv, Bulgaria
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Phone answering service BPO Bulgaria was established in 2014. The small team specializes in Call Center Services and Accounting.
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UndisclosedUndisclosed50 - 249Pasig, Philippines
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WeSourcely is an Accounting company. Their team is headquartered in San Diego, California and Pasig, Philippines and specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed10 - 49Nashik, India
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WOWinfotech is a mobile app development firm headquartered in Nashik, India and Nashik, India. They provide Mobile App Development and Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Core Benefits is a HR Consulting company. Founded in 1989, the agency is located in Newport Beach, California. Their services include HR Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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ZADD Holding is a Business Consulting company. They offer Business Consulting and HR Consulting and are headquartered in Amman, Jordan.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Schwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting.
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$1,000+< $25 / hr50 - 249Kandy, Sri Lanka
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QuickMonday is a Back Office Outsourcing company. Founded in 2013, the company is headquartered in Kandy, Sri Lanka. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Kawit, Philippines
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Accounting company JCSN Accounting Services was established in 2009. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Michael Petrushansky, CPA PC is an Accounting company in Brooklyn, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Your Modern Accountant is a small Toronto, Canada-based Accounting company. The team focuses on Accounting and Business Consulting.
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$10,000+$100 - $149 / hr250 - 999Dhaka, Bangladesh
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Talent Centric Ltd., an Accounting company, was launched in 2014. In Dhaka, Bangladesh, the team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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Grant Thornton Bangladesh, an Accounting company, was established in 2017. In Dhaka, Bangladesh, the team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Jamshedpur, India
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Founded in 2010, Nomosots Outsourcing is a small Jamshedpur, India-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Translation.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Quantum Auditing is a small Accounting company founded in 2011. Their team focuses on Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9Chennai, India
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Web Design Company | Website Designers in Chennai - Creators Web India is a social media marketing firm. Established in 2010, their team specializes in Social Media Marketing and Advertising.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Launched in 2017, CBD Accounting and Tax Consultant is an Accounting company. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Lisboa, Portugal
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Accounting company HVR Business Consulting was established in 2015. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is in Lisboa, Portugal.
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UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
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APSIS SOLUTIONS LTD. Is a Dhaka, Bangladesh-based Accounting company. They specialize in Accounting and CRM consulting and SI and were founded in 2006.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Davco Consulting is an Accounting company. They provide Accounting and Business Consulting and are located in Torrance, California and Moreno Valley, California.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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Small Accounting company Lacharite Mccomber Kuczynski, is located in Montréal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Eminent Accounting and Management Services is an Accounting company launched in 2013. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Glendale, CA
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CHARLES ANDREW, CPA is an Accounting company. They are based in Glendale, California. Their team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
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Powered Books is an Accounting company. The small Los Angeles, California-based team offers Accounting and Business Consulting. The company was launched in 2016.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Burt Brassard CPA inc., a small Accounting company, is in Québec, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
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Virtual Tax Accountant is an Accounting company. Their small team is located in Pasadena, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Located in Los Angeles, California, Unchained Financial Services is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 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 / 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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 -
$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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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
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.