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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UndisclosedUndisclosed2 - 9New York, NY
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Pro Tax of New York is an Accounting company. They are headquartered in New York, New York and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Staten Island, NY
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Small Accounting company Chumenti Accounting, is headquartered in Staten Island, New York. Their services include Accounting.
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UndisclosedUndisclosedFreelancerEllicott City, MD
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Small Accounting company David A. Stein, CPA, P.A., is in Ellicott City, Maryland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2012, Aiola CPA, PLLC, a small Accounting company, is based in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
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Burns Rodriguez & Associates Tax Services is an Accounting company. They are in The Bronx, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New York, NY
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Horowitz & Ullmann, P.C. Is a small New York, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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John S. Curtin, CPA is an Accounting company. Founded in 2006, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9Cedarhurst, NY
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SGS Advisors is an Accounting company. Their small team is located in Cedarhurst, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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A. Parness Company CPA is an Accounting company. They were established in 1985, and their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Randolph C Ruckert, PA is a small Accounting company headquartered in Ellicott City, Maryland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Asher Financial Services is an Accounting company. Their small team is based in Ellicott City, Maryland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hewlett, NY
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Nathan & Bernstein CPA'S P.C. Is an Accounting company. Their small team is headquartered in Hewlett, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Headquartered in Bremen, Germany, HOLLMANN+PARTNER is a small Accounting company. The team provides Accounting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Far Rockaway, NY
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Stacy A. Sand, CPA is an Accounting company in Far Rockaway, New York. They offer Accounting and Business Consulting and were launched in 2006.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting company Thierfeld und Berg, is headquartered in Bremen, Germany. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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TBooks is an Accounting company founded in 1997. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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In Bremen, Germany, GAN Steuerberatungsgesellschaft mbH is an Accounting company. Founded in 1992, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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M-med is an Accounting company. Their team is headquartered in Bremen, Germany. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jamaica, NY
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Arman Chowdhury, CPA, P.C. Is a Jamaica, New York-based Accounting company. Launched in 2010, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Accounting company POWERWORKS FINANCIAL INC. Was founded in 1994. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Accounting company Robert E. Grant & Associates, LLC. Is located in Ellicott City, Maryland. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Corona, CA
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Alma's Accounting and Tax Services is an Accounting company. Launched in 1998, the team specializes in Accounting.
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UndisclosedUndisclosedFreelancerEllicott City, MD
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J. Sherwood Jones, CPA is an Accounting company. They are based in Ellicott City, Maryland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Ontario, CA
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Mariette F. Martinez, EA is a small Accounting company. They offer Accounting and Business Consulting and were established in 2009.
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UndisclosedUndisclosed2 - 9Corona, CA
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Daw & Frantz, CPAs is an Accounting company. They provide Accounting and were founded in 1985. The company is located in Corona, California.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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Small Accounting company Slack Tax & Consulting, is located in Ellicott City, Maryland. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Ellicott City, MD
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Court Place Advisors, LLC, an Accounting company, focus on Accounting. They were established in 1990.
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UndisclosedUndisclosed2 - 9Corona, CA
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Grace Clark Accounting is an Accounting company. They are located in Corona, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Chino, CA
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David L. Buck, CPA is a Chino, California-based Accounting company. They focus on Accounting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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AROS Consulting LLC, an Accounting company, was established in 2011. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Higher Blackley , England
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SRT Accounting Services is an Accounting company. They are based in Higher Blackley , England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Linköping, Sweden
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Accounting company Stenstark ekonomi AB offers Accounting. They were established in 2015.
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UndisclosedUndisclosed10 - 49Linköping, Sweden
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Accounting company Checkat AB was founded in 2016. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mjölby, Sweden
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Cambrant Ekonomi & Redovisning AB is an Accounting company. They are headquartered in Mjölby, Sweden and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Croydon, England
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Small Accounting company Vision Accounting Services, is headquartered in Croydon, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Skövde, Sweden
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Bokföringsbyrån Kontrollremsan AB is an Accounting company. In Skövde, Sweden, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Kristinehamn, Sweden
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Bro Konsult & Ekonomi is a small Kristinehamn, Sweden-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Skövde, Sweden
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Launched in 2012, Skovde Redovisningsbyrå AB is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Anthony Lai Professional Corporation is an Accounting company. Their small team is in Markham, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Norrköping, Sweden
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Reventia AB is a small Accounting company located in Norrköping, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Linköping, Sweden
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RedLink Ekonomi AB, a small Accounting company, is headquartered in Linköping, Sweden. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Söderköping, Sweden
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Frejms AB is an Accounting company. They are based in Söderköping, Sweden and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kumla, Sweden
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Nolér Revision AB is an Accounting company. They are based in Kumla, Sweden and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Götene, Sweden
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Kinnekulle Redovisningsbyrå AB is a small Accounting and Business Consulting company headquartered in Götene, Sweden. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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DL Redovisning AB, a small Accounting company, is in Norrköping, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Helenas Ekonomitjänst AB is a small Avesta, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Katowice, Poland
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Small Accounting company TAX-NET SA, is in Katowice, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Zabrze, Poland
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CESKO Biuro Rachunkowe Biegly Rewident is an Accounting company. They are located in Zabrze, Poland and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Opole, Poland
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Accounting Office Wojciech Brzozowski is an Accounting company. They are in Opole, Poland and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Launched in 1938, P. G. Bhagwat is an Accounting company. The team offers Accounting and is in Pune, India.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 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 -
$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 -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
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+< $25 / hr250 - 999Pasig, Philippines
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 -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 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
32.7/40.017/20 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 -
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+< $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 - 249Dallas, TX
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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.