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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UndisclosedUndisclosed10 - 49East Hartford, CT
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OEM America is an Accounting company launched in 1996. Their team focuses on Accounting and HR Consulting.
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$1,000+Undisclosed10 - 49Canton, MA
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Starter-Fluid, LLC, a small Accounting company, is located in Canton, Massachusetts. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mount Olive, NJ
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TITAN Business Development Group, LLC is a Business Consulting company established in 2008. Their services include Business Consulting and Corporate Training & Coaching.
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$1,000+$50 - $99 / hrFreelancer
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ProProject Bookkeeping is an Accounting company. The team provides Accounting, and the company is in Brooklyn, New York.
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UndisclosedUndisclosed50 - 249Chicago, IL
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WPD Management is a Commercial Property Management company. Founded in 2010, the company is located in Chicago, Illinois. Their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
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Outsourced HR Solution is a small Burleigh Heads, Australia-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Social Media Marketing.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Wopno Outsourcing Services is a Customer Service Outsourcing company. Their team is based in Sydney, Australia and focuses on Customer Service Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Payneham, Australia
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GMA Accounting & Taxation is an Accounting company headquartered in Payneham, Australia. They focus on Accounting.
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Undisclosed$150 - $199 / hr2 - 9Colorado Springs, CO
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West Group, PC, a small Accounting company, is in Colorado Springs, Colorado and Lincoln, Nebraska. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Logica Accounting Service is an Accounting company in California. The team provides Accounting.
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$5,000+$25 - $49 / hr2 - 9Warszawa, Poland
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TAX-LEX is an Accounting company. The Warszawa, Poland-based agency was established in 2015. Their services include Accounting.
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UndisclosedUndisclosedFreelancerOmaha, NE
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W E Stevens PC is an Accounting company. The Omaha, Nebraska-based company was established in 1994. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Stephen Camp CPA LLC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2011, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Suitless, Inc., a Recruiting company, offer Recruiting and Accounting. They were launched in 2014.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Compu-Tax & Accounting is an Accounting company. The agency is in Phoenix, Arizona. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Meriden, CT
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Accounting company Lake Financial Services, LLC was established in 2009. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Hartford, CT
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Headquartered in East Hartford, Connecticut, Slade Company LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Private Tax Solutions is an Accounting company. Founded in 2015, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Business Consulting company Pro-IS was established in 1998. Based in Fort Collins, Colorado, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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PMC Tax Services LLC is an Accounting company. They are based in Lincoln, Nebraska and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hutchinson, KS
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Mettlens is a Hutchinson, Kansas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Chennai, India, Startup Incorporation - The Filings is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Unified Accounting & Tax is an Accounting company. Their team is headquartered in Fremont, California and provides Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Accounting company Star Global Solutions focuses on Accounting and Back Office Outsourcing. They are in Suva, Fiji.
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$1,000+$150 - $199 / hr2 - 9Visalia, CA
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Financial Consulting company Aurora Consulting Group, LLC provides Financial Consulting and Accounting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9Bundall, Australia
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Altias Advisory, an Accounting company, was established in 2015. Based in Bundall, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Easley, SC
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Garrison Business & Tax Services is an Accounting company. They are headquartered in Easley, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2014, CWDL Certified Public Accountants is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ocean Grove, Australia
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Ocean Grove Accounting & Taxation Services is an Accounting company. Established in 2013, the firm is located in Ocean Grove, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mulgrave, Australia
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Uplift Accounting is an Accounting company launched in 2013. In Mulgrave, Australia, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Jaipur Global Services is an Accounting company. Their small team is based in Jaipur, India. Their services include Accounting and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Headquartered in Jaipur, India, Saurashtra Solutions is a small Recruiting company. The team focuses on Recruiting and Accounting.
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$1,000+$25 - $49 / hr2 - 9Truganina, Australia
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Arna Accounting Services, an Accounting company, provide Accounting. They were founded in 2017.
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UndisclosedUndisclosed2 - 9Buffalo, WY
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Cloud Peak Accounting is an Accounting company. Their team is located in Buffalo, Wyoming. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49Naperville, IL
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Holland & Company, CPAs is an Accounting company. They are headquartered in Naperville, Illinois, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Pawtucket, RI
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JSB Tax Services LLC is an Accounting company. Established in 2007, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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Integrity Accounting Solutions® is a small Glendale, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Moody Accounting Services, inc., an Accounting company, is located in Plantation, Florida. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sterling Heights, MI
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Established in 2017, THC123 is a small Sterling Heights, Michigan-based Staffing company. Their team provides Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Cocoon Advisors is a Back Office Outsourcing company. They specialize in Back Office Outsourcing and Accounting and were founded in 2018.
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$1,000+$300+ / hr2 - 9Huntington Beach, CA
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Yorktown Main LLC is a Tax Law company. They are in Huntington Beach, California and have small team of experts. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Launched in 2005, Butler CPA & Associates, PLLC is a small Accounting company based in Waterford Township, Michigan. Their team specializes in Accounting.
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Undisclosed$100 - $149 / hr50 - 249New Rochelle, NY
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RLN US LLP is a midsize Accounting company located in New Rochelle, New York. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Strategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Watkinsville, GA
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Seymour & Perry, LLC is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Watkinsville, Georgia.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Shields Tax & CPA, PLLC, an Accounting company, was launched in 1975. The firm focuses on Accounting and Business Consulting, and is small.
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$1,000+< $25 / hr2 - 9Gurugram, India
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SeekWiser Technology Private Limited is an Accounting company. They specialize in Accounting and UX/UI Design and were founded in 2018.
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UndisclosedUndisclosed2 - 9Bogota, NJ
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JPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Ajman Business Setup is a Business Consulting company. The team provides Business Consulting and Accounting, and the firm is based in Dubai, United Arab Emirates.
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$1,000+$100 - $149 / hr2 - 9Dearborn, MI
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Established in 2017, CommonWealth is an Accounting company. Their team provides Accounting.
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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.