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 - 9Zagreb, Croatia
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Donivante Accounting is an Accounting company. Their small team is based in Zagreb, Croatia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Seef, Bahrain
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Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) is a small Accounting company established in 1991. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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MB - Biuro Usług Księgowych is a small Wrocław, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Massimiliano Cassano is an Accounting company. They are headquartered in Bari, Italy and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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ANMAKO, a small Accounting company, is in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Softlynx AB is a small Accounting company. They offer Accounting and Business Consulting and were launched in 2008.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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ZYGA CHAMBERS Law Firm Accounting Insurance, an Accounting company, is located in Wrocław, Poland. They specialize in Accounting and were founded in 1999.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Grupa AAC is an Accounting company. Their small team is headquartered in Wrocław, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Small Accounting company Studio Veneziani, is headquartered in Bari, Italy. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Finanseo, a small Accounting company, is headquartered in Wrocław, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Scicutella is a Business Consulting company. The Bari, Italy-based agency was founded in 2006. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Based in Wrocław, Poland, INPENSA BIURO RACHUNKOWE is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Palmisano is an Accounting company established in 1988. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Associato Piccininno & Piscitelli is a Bari, Italy-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Located in Bari, Italy, Studio Colella is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Founded in 1978, Studio Citernesi is a small Accounting company in Bari, Italy. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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Small Accounting company Brian Ringler & Associates, is headquartered in Lake Forest, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Launched in 1998, Kancelaria Rachkowa Dora is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Weslaco, TX
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Established in 2018, Givilancz & Martinez, PLLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Small Accounting company KR Biuro Rachunkowe, is headquartered in Wrocław, Poland. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe Progres is a small Accounting company headquartered in Wrocław, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Staffanstorp, Sweden
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Based in Staffanstorp, Sweden, Lundabygdens Revisionsbyrå is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe Edyta Cyburt is a small Wrocław, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Springfield, IL
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PFA Tax and Accounting Professionals is an Accounting company. The Springfield, Illinois-based company was founded in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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CFO Tools Inc is an Accounting company. The San Francisco Bay Area , California-based company offers Accounting.
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UndisclosedUndisclosed2 - 9Dublin 24, Ireland
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DCK Accountants is a small Dublin 24, Ireland-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249London, Canada
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Allied Associates, LLP is an Accounting company. The London, Canada-based company was founded in 1956. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Clonee, Ireland
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McDonnell Bookkeeping Services, a small Accounting company, is based in Clonee, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Accounting company Alpesh Joshi CA Professional Corporation was established in 2008. The team focuses on Accounting and Business Consulting and is in Markham, Canada.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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JK & JF Associates is an Accounting company. They are in Mississauga, Canada and Burlington, Canada and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Accounting company Amandeep Singh Bedi CPA, CMA is located in Hamilton, Canada. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Amberstone Accounting, a small Accounting company, is in Kitchener, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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Westland Tax & Accountancy is a small Dublin, Ireland-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Amer Sheikh Accounting & Tax is an Accounting company. The team is based in Brampton, Canada, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Kitchener, Canada
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Established in 2014, Amir Sheikh, MBA, CPA, CGA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Amireza Safdari Professional Corporation is an Accounting company. They are in Toronto, Canada, and their services include Accounting.
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UndisclosedUndisclosed50 - 249Dublin 12, Ireland
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IFAC Ireland, an Accounting company, was established in 1975. The firm provides Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Redovisningsservice is an Accounting company. They are located in Stockholm, Sweden and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Kenny, Whelan & Company is an Accounting company headquartered in Dublin, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Located in Stockholm, Sweden, Skinnarviken accounting AB is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Located in Stockholm, Sweden, Do Diligence is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Vanderbilt, Hoffman & Wells CPA, CFP is a small Accounting company located in Bakersfield, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Established in 1986, John D. Duffield, CPA/MST is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Established in 2015, Bolageriet is an Accounting company. The team specializes in Accounting and is in Stockholm, Sweden.
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UndisclosedUndisclosed2 - 9Rathcoole, Ireland
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MALONE & CO is an Accounting company. They are based in Rathcoole, Ireland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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FANUCCHI & MARSH is an Accounting company. Launched in 2017, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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InTax is a small Accounting company headquartered in Dublin, Ireland. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Stockholm, Sweden
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Frivision is an Accounting company. The Stockholm, Sweden-based company was founded in 2011. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Launched in 1986, O’Dell Cross, APC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockholm, Sweden
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Acceller AB is a small Accounting company located in Stockholm, Sweden. The team focuses on Accounting.
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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.