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 - 9Elmira, NY
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Based in Elmira, New York, GLN Tax & Payroll is a small Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Aneal R. Thansingh & company is a small Accounting company located in Mississauga, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cradley Heath, England
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Accounting company Sandwell Accountancy Services Ltd was launched in 1973. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Launched in 2001, Aneja Professional Corporation is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Headquartered in Toronto, Canada, Angela Chu, CPA is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Angus Shuttleworth CPA Professional Corporation is an Accounting company located in Burlington, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Launched in 1998, Jaggi Accounting Services Inc is an Accounting company. In Mississauga, Canada, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Halmstad, Sweden
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Ellox Redovisning AB is an Accounting company. They are in Halmstad, Sweden and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Halmstad, Sweden
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Gunnarsson Redovisning AB is an Accounting company. They are based in Halmstad, Sweden and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Brampton, Canada
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Small Accounting company Pace Accounting and Taxation Services Inc., is in Brampton, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Douglas Spence CPA, CA Professional Corporation is an Accounting company launched in 2005. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Löddeköpinge, Sweden
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Marredo AB is an Accounting company. In Löddeköpinge, Sweden, the company was founded in 1992. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Höganäs, Sweden
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Företagsrådet Ingrup AB, an Accounting company, was established in 2001. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Richmond upon Thames, England
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Accounting company SKS Business Services is headquartered in Richmond upon Thames, England. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Hässleholm, Sweden
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CamRed is a small Hässleholm, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Furulund, Sweden
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EDCON Redovisning AB is a small Furulund, Sweden-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Arboga, Sweden
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Acontera Redovisningstjänst AB is a small Arboga, Sweden-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Köping, Sweden
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Located in Köping, Sweden, Köpings Redovisningsbyrå AB is an Accounting company. They offer Accounting and Business Consulting and were launched in 1985.
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UndisclosedUndisclosed2 - 9Concord, CA
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FusePhase is an Accounting company. They are headquartered in Concord, California and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Accounting company Surjeet Singh Virdi & Co. Offers Accounting and Finance & Accounting Outsourcing (FAO). They are in New Delhi, India.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Schopp & Co is an Accounting company. In Walnut Creek, California, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Walnut Creek, CA
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Accounting company Ernst Wintter & Associates LLP is in Walnut Creek, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Barbara Cyphers, CPA, an Accounting and Business Consulting company, was established in 2014. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Accounting Services Norden AB is a small Örebro, Sweden-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Glanshammar, Sweden
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Redovisnings Partner, a small Accounting company, is based in Glanshammar, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Concord, CA
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Gamarra, CPA Inc., a small Accounting company, is located in Concord, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Advance Bookkeeping is an Accounting company. Launched in 2014, the company is located in New Delhi, India. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Concord, CA
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I.Dean Youngman, CPA is a small Accounting company. Founded in 1971, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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AB Raxas Accounting and Staffing is an Accounting company. They are located in Örebro, Sweden and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eskilstuna, Sweden
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Small Accounting and Business Consulting company EA Bokföringstjänst AB, is headquartered in Eskilstuna, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eskilstuna, Sweden
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Mälardalsekonomi AB is a small Eskilstuna, Sweden-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Hammill Consulting, A P.C. Is a Walnut Creek, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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Located in Örebro, Sweden, Pevi Företagskonsult AB is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Örebro, Sweden
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A Larsson Redovisning is an Accounting company. Their team is in Örebro, Sweden and provides Accounting.
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UndisclosedUndisclosed2 - 9Pleasant Hill, CA
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Launched in 2016, RGP LLP is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Harmon Burstyn, CPA is a small Walnut Creek, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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Yerina, Pascual & Dizon, Inc. Is an Accounting company in San Ramon, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Zarządzanie Biznes Finanse sp. Z o.o. Is an Accounting company. They are in Warszawa, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Synergy America, Inc. Is a Staffing company. The Duluth, Georgia-based company was founded in 1993. Their team focuses on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Accounting company DM Biuro Rachunkowe spółka z o.o. Was established in 1995. Headquartered in Warszawa, Poland, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Kuala Lumpur, Malaysia
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In Kuala Lumpur, Malaysia, Mazars Malaysia is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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INFORMAX is a small Accounting company in Warszawa, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Studio Commerciale e Tributario Dott. Donato Tartaglia is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 1987.
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UndisclosedUndisclosed10 - 49Bari, Italy
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Consilium Consulting / Concordia Studio, an Accounting company, was established in 2000. The agency offers Accounting and Market Research, and is small.
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UndisclosedUndisclosed2 - 9Sobienie-Jeziory, Poland
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MAX PROFIT, a small Accounting company, is headquartered in Sobienie-Jeziory, Poland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Biuro Rachunkowe Puławska Accounting Sp. Z o.o. Is a small Warszawa, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Headquartered in Warszawa, Poland, A&M ACCOUNTING SP. Z O. O is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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Eureca Management Accounting is an Accounting company. They are located in Piaseczno, Poland and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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V. Lipke Consulting - biuro rachunkowe is an Accounting company. They are located in Warszawa, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Biuro Usług Księgowych FinKa is a small Accounting company in Warszawa, Poland. The team offers 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
$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.