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 - 9Ciudad de México, Mexico
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Audit & Advisor B2B is an Accounting company. The team is based in Ciudad de México, Mexico, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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BCN Business Services, an Accounting company, was launched in 2006. The team provides Accounting and HR Consulting and is headquartered in Barcelona, Spain.
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Undisclosed< $25 / hrFreelancerHouston, TX
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TheSupportZone - Bookkeeping Services is an Accounting company. Established in 2017, the team specializes in Accounting. The agency is headquartered in Houston, Texas.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Safe Harbor Accounting is an Accounting company. Based in Deerfield Beach, Florida, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Suwanee, GA
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LDG Accounting Services is an Accounting company launched in 2015. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Founded in 1987, Rosenberg Accountancy LLC is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Lift Accounting is an Accounting company. Their team is located in Saskatoon, Canada. The agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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ARC Associates is a small Accounting company located in دبي, United Arab Emirates. The team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9St. Louis, MO
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John J. Guilfoy & Associates is an Accounting company. Headquartered in St. Louis, Missouri, the firm was established in 1992. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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Undisclosed$50 - $99 / hr50 - 249Warszawa, Poland
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BPiON, a midsize Accounting company, is based in Warszawa, Poland and Budapest, Hungary. Their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9
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Din Bokföring is an Accounting company. Based in , their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newstead, Australia
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Accounting company EDR Accounting & Business Solutions Pty Ltd was founded in 2018. In Newstead, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Grayslake, IL
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Hamilton Tax and Accounting LLC is an Accounting company. Their small team is headquartered in Grayslake, Illinois. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Kyiv, Ukraine
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CyberDesk, a Cybersecurity company, offer Cybersecurity and Accounting. They were launched in 2018.
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$5,000+Undisclosed10 - 49Dallas, TX
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East 57th Street Partners, a small Accounting company, is based in Dallas, Texas. The team provides Accounting and Business Consulting.
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$1,000+$200 - $300 / hr10 - 49Beşiktaş , Türkiye
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Headquartered in Beşiktaş , Türkiye, OZBEK CPA - SEMA OZBEK YAY is a small Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed2 - 9Brea, CA
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Nexus Square, an Accounting company, is based in Brea, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Accounting company Herman P. Ortiz, CPA, P.C. Is headquartered in Melville, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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John F. Craven CPA LLC, a small Accounting company, is in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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S N & Co. Is an Accounting company launched in 2008. Their team provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr50 - 249New Delhi, India
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Habibullah & Co. Is a New Delhi, India-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandigarh, India
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IndianMuneem is a Chandigarh, India-based Accounting company. The team specializes in Accounting.
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$10,000+$200 - $300 / hr2 - 9Schaumburg, IL
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Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
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$1,000+$100 - $149 / hr10 - 49Dublin, Ireland
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Accounting company Greavy & Co Accountants was founded in 2011. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Chennai, India
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Launched in 2015, Pioneer One Consulting LLP is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Accounting company P V R & Associates is in New Delhi, India. They focus on Accounting and Business Consulting.
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$5,000+< $25 / hr10 - 49
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Mantis Funding was launched in 2007. The team offers.
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$1,000+< $25 / hr2 - 9Ahmedabad, India
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Founded in 2019, Rpoutsourcing LLP, a small Finance & Accounting Outsourcing (FAO) company, is located in Ahmedabad, India. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$50 - $99 / hr10 - 49Gurugram, India
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Yoma Group is an Accounting company. Established in 2019, the team offers Accounting and Staffing. The agency is based in Gurugram, India.
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Undisclosed$200 - $300 / hr2 - 9Chicago, IL
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Based in Chicago, Illinois and Las Vegas, Nevada, Greene Forensic Accounting Solutions LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Chennai, India
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Founded in 2013, Zbeservices is an Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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GroForth is a small Accounting company launched in 2014. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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TASC Accountants is a small Accounting company headquartered in Dublin, Ireland. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Campbell, CA
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Nuage Digital Inc is an Accounting company launched in 2015. Their team focuses on Accounting and UX/UI Design.
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$1,000+$25 - $49 / hr50 - 249New Delhi, India
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Headquartered in New Delhi, India and Gurugram, India, Mehra Goel & Co is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Bengaluru, India
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SBS Global (India) Pvt Ltd is an Accounting company. Their midsize team is headquartered in Bengaluru, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New Delhi, India
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Grandmark is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were established in 1991.
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UndisclosedUndisclosed2 - 9New York, NY
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Upside Tax is an Accounting company. The New York, New York-based company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Thiruvananthapuram, India
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Accovet Ltd is an Accounting company. The Thiruvananthapuram, India-based agency was established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Watford, England
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Avin Accountants is an Accounting company established in 2012. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Kyle F. Lester, CPA PC, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is headquartered in Melville, New York.
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UndisclosedUndisclosed2 - 9Windsor, Canada
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Accounting company Dosanjh, CPA Professional Corporation was launched in 2010. The team specializes in Accounting and is headquartered in Windsor, Canada.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Accounting company Edison Tax Group, LLC was launched in 2017. The team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Nugegoda, Sri Lanka
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Based in Nugegoda, Sri Lanka, AcrilSEO is a midsize SEO agency. The team focuses on Search Engine Optimization and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Sydney, Australia
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Online Officer is an Accounting company. Their team is in Sydney, Australia and Singapore, Singapore and focuses on Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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Samuel Testa & Company is an Accounting company. They were founded in 1984, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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CB Accounting LLC is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is based in Grand Rapids, Michigan.
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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.