Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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 - 9
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Maris & Associates CPAs is an Accounting company. Their team is in Everett, Washington and provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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Based in Warszawa, Poland, Incube CPM is a Fractional CFO Services company. Their services include Fractional CFO Services and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Clinicatalyst is a Financial Advising & Planning and Financial Consulting company established in 2000. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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ILease Management LLC, an Accounting company, was established in 2012. They offers Accounting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Based in Toronto, Canada, ICON Property Management is a Business Consulting company. They offer Business Consulting and Commercial Financing and were founded in 1995.
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$10,000+$25 - $49 / hr50 - 249
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Swanson Reed | Consulenti fiscali specializzati in R&S in Italia is an Accounting company founded in 1984. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$75,000+$25 - $49 / hr10 - 49Auckland, New Zealand
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DFK Orb360 O' Halloran is a small Accounting company. Founded in 2015, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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AN CPA Auditing, an Accounting company, focus on Accounting and Financial Advising & Planning. They were established in 2023.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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ONCOUNT is an Accounting company established in 2021. The team specializes in Accounting and is headquartered in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Wake Forest, NC
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Financial Advising & Planning and Insurance Services & Brokers company Matador Insurance Services offers Financial Advising & Planning and Insurance Services & Brokers. They were launched in 2021.
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UndisclosedUndisclosed10 - 49Portland, OR
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Waquis Mortgage Quality Control is a Financial Advising & Planning company. Established in 2000, the company focuses on Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
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Launch Accounts is an Accounting company in London, England and Leeds, England. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Moline, IL
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Crescent Tax Filing is an Accounting company. Their team is based in Moline, Illinois. The company focuses on Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Zürich, Switzerland
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Established in 2020, US Tax Services AG is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Milton, GA
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Jamison Private Wealth Management, Inc. Is a Financial Advising & Planning company. Based in Milton, Georgia, the agency was founded in 2022. Their services include Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
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Ahmad Law Association is a Financial Advising & Planning company. Founded in 2007, the company specializes in Financial Advising & Planning and Business Consulting.
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$1,000+< $25 / hr10 - 49
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Assist World, a small social media marketing agency, is in USA, Oregon. The team provides Social Media Marketing and Call Center Services.
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$1,000+$25 - $49 / hr50 - 249
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Ucontrol Billing is a Brentwood, New York-based Insurance Services & Brokers company. Established in 2019, the team offers Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Marblehead, MA
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Financial Advising & Planning company TQM Wealth Partner is located in Marblehead, Massachusetts. They specialize in Financial Advising & Planning and Financial Consulting and were founded in 2016.
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$1,000+< $25 / hr50 - 249Chișinău, Moldova
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Staffing company Association of Recruitment Agencies was launched in 2008. The agency provides Staffing and Accounting.
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$1,000+Undisclosed50 - 249Burr Ridge, IL
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Kaizen Systems Inc is an Insurance Services & Brokers company established in 2001. Their team specializes in Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Wilkerson Insurance Agency, an Insurance Services & Brokers company, was launched in 2010. The team offers Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9
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Pearce & Heers is an Accounting company located in Brisbane City, Australia. They offer Accounting.
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$5,000+$200 - $300 / hr2 - 9
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Take Flight Business Solutions LLC, a Tax Law company, was founded in 2014. The team specializes in Tax Law and Financial Consulting.
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$1,000+Undisclosed50 - 249Rochester, NY
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Located in Rochester, New York, FTS is an Accounting company. Launched in 2017, the team offers Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Vargas Financial Incorporated is an Accounting company located in Chicago, Illinois. They specialize in Accounting and were launched in 2005.
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$250,000+$300+ / hr10 - 49Ploiești, Romania
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Headquartered in Ploiești, Romania, Geseidl Consulting Group is a small Accounting company. The team offers Accounting and Financial Advising & Planning.
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$250,000+$300+ / hr10 - 49Melbourne, Australia
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Acquiry is a small Advertising company. They specialize in Advertising and Digital Asset Management and were established in 2018.
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UndisclosedUndisclosed2 - 9
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Commercial Property Management company HomeLife Property Management BC was founded in 1993. The team focuses on Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49
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TrueMeter is a Procurement Support company. Launched in 2023, the team provides Procurement Support and Accounting. The firm is based in San Francisco, California.
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$1,000+$100 - $149 / hr10 - 49London, England
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Established in 2002, Heighten Accountants is a Finance & Accounting Outsourcing (FAO) and Accounting company. The company provides Finance & Accounting Outsourcing (FAO) and Accounting, and is
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Undisclosed$50 - $99 / hr2 - 9Willesborough, England
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Tax First Consultants Ltd is an Accounting company. The firm is located in Willesborough, England. Their team offers Accounting and Financial Advising & Planning.
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$1,000+Undisclosed10 - 49Brooklyn, NY
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Green Spark Software is a Brooklyn, New York-based Waste Management company. They specialize in Waste Management and Biohazard Cleanup and were launched in 2007.
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UndisclosedUndisclosedFreelancer
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Established in 1988, Strategis CPAs & Consultants, PA is an Accounting company. The team focuses on Accounting.
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$1,000+Undisclosed250 - 999Makati City, Philippines
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Yempo Solutions, a Finance & Accounting Outsourcing (FAO) company, was launched in 2014. The agency provides Finance & Accounting Outsourcing (FAO) and IT managed services, and is midsize.
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UndisclosedUndisclosed50 - 249
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Established in 2020, The Credentialing is a midsize Finance & Accounting Outsourcing (FAO) company. Their team focuses on Finance & Accounting Outsourcing (FAO) and Benefits Administration.
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$5,000+$50 - $99 / hr2 - 9Frankfurt am Main, Germany
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Aurum FSG is a Blockchain company. Based in Frankfurt am Main, Germany, their small team specializes in Blockchain and Digital Asset Management. The firm was founded in 2019.
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UndisclosedUndisclosed50 - 249
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Broad Risk Insurance Brokers is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers, and the firm is in Palm Beach, Australia.
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$1,000+< $25 / hr10 - 49
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Ghughuti Infra is a Dehradun, India-based Other Marketing company. The team focuses on Other Marketing and Pay Per Click.
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$1,000+< $25 / hr2 - 9Southlake, TX
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Barger & Associates: Allstate Insurance is an Insurance Services & Brokers company headquartered in Southlake, Texas. Established in 2012, the team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Located in New Delhi, India, Divas Software is a small IT managed services company. Their services include IT managed services and Insurance Services & Brokers.
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$10,000+$50 - $99 / hr10 - 49
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Sokrab Saudi is a Riyadh, Saudi Arabia-based Business Consulting company. The team provides Business Consulting and ERP consulting and SI.
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$1,000+$25 - $49 / hr10 - 49
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Small Commercial Financing company Private Lending Florida, is in Fort Lauderdale, Florida. Their services include Commercial Financing and Funding & Investment.
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$5,000+< $25 / hr50 - 249
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In Kigali, Rwanda and Dubai, United Arab Emirates, Sokrab Rwanda is a midsize Business Consulting company. Their services include Business Consulting and ERP consulting and SI.
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$1,000+< $25 / hr2 - 9
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Colombo Corporate Solutions (Pvt) Ltd is a Nugegoda, Sri Lanka-based Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Auburn Hills, MI
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Accounting and Financial Advising & Planning company Hare CPAs is headquartered in Auburn Hills, Michigan. They specialize in Accounting and Financial Advising & Planning and were established in
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Undisclosed< $25 / hr10 - 49دبي, United Arab Emirates
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See all 1 projectsTycoon Documents offers services in business setup and domain registration, particularly in the UAE. The feedback highlights their responsibility, trustworthiness, and timely delivery. Clients have praised Tycoon Documents for their budget-friendly pricing and effective project management, making them a reliable partner for new business initiatives.
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$1,000+< $25 / hr250 - 999Mumbai, India
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EPITOME RESEARCH & BUSINESS SOLUTIONS LTD is a Customer Service Outsourcing company. The Mumbai, India-based agency offers Customer Service Outsourcing and Back Office Outsourcing.
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$1,000+$200 - $300 / hr2 - 9
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Meliora Consulting is an Accounting company. In Reno, Nevada, the team offers Accounting and Fractional CFO Services.
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$10,000+$25 - $49 / hr10 - 49
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See all 1 projectsIndus Fincorp LLC offers bookkeeping and financial services, including monthly bookkeeping cleanup. Reviews highlight the firm's outstanding service, timely delivery, and impressive team approach. Clients appreciate their high-quality work, alignment with company values, and effective communication through virtual meetings and emails, making them a reliable partner in financial management.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 -
$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+$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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.