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 - 9Kochi, India
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Ayyar and Cherian is a small Kochi, India-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Wólka Kosowska, Poland
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I x form sp. Z o. O. Is an Accounting company. They are in Wólka Kosowska, Poland and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Legal and Accounting Office BOOLSKA.PL is an Accounting company. They are located in Warszawa, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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PROINKAM SPÓŁKA Z OO is an Accounting company. They are headquartered in Piaseczno, Poland. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lasjö, Sweden
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Skålby redovisning och företagstjänst is an Accounting company. Their small team is based in Lasjö, Sweden. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Enköping, Sweden
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FRED & PARTNERS ACCOUNTING AB, a small Accounting company, is in Enköping, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Enköping, Sweden
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Enköpings Redovisningsservice AB is an Accounting company. They are in Enköping, Sweden and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Enköping, Sweden
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Small Accounting company Crescita konsult AB, is headquartered in Enköping, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Enköping, Sweden
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Vxus Företagsrådgivning AB is an Accounting company. Their small team is based in Enköping, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hällefors, Sweden
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CVK Redovisning AB is an Accounting company. Their small team is based in Hällefors, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Heby, Sweden
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NiBa Redovisningsbyrå AB is a small Accounting company headquartered in Heby, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Młochów, Poland
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Located in Młochów, Poland, Arkadia Holding Sp. Z o. O is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Avesta, Sweden
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BELEKO Redovisning AB is a small Avesta, Sweden-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Located in Warszawa, Poland, Ursynów accounting office is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Located in Warszawa, Poland, FINRED is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nyköping, Sweden
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Small Accounting company Kupea AB, is headquartered in Nyköping, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Gnesta, Sweden
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Ekonomikonsult i Hållsta AB is an Accounting company. They were founded in 1997 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249
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Arvika Redovisningsbyrå AB is a midsize Accounting company founded in 1979. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Accounting company CMR Wong Chartered Professional Accountant was launched in 1992. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Sunne, Sweden
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Founded in 1994, Redovisningsbyrån i Fryksdalen AB is an Accounting and Business Consulting company. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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Campanella McDonald LLP is an Accounting company. Headquartered in Burlington, Canada, the company was founded in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerBari, Italy
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Annarosa Bruno is an Accounting company. They are headquartered in Bari, Italy and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Karlstad, Sweden
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Bokföringshuset, a small Accounting company, is in Karlstad, Sweden. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Sears Chartered Accountants is a small Oakville, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bari, Italy
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Cocola & Di Giuseppe, a small Accounting company, is located in Bari, Italy. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Established in 1999, John McCormack Professional Corporation is a small Accounting company based in Oakville, Canada. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Bari, Italy
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Studio Benedetto-Romita, an Accounting company, is located in Bari, Italy. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Established in 2013, VICTORIA OYEWOLE CPA, a small Accounting company, is in Oakville, Canada. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deje, Sweden
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Biasline Consulting AB is a small Deje, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Karlstad, Sweden
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Based in Karlstad, Sweden, Solsta Redovisning AB is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Green Bay, WI
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Kolbe Accounting & Tax SC is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 1980. The firm is located in Green Bay, Wisconsin.
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UndisclosedUndisclosed2 - 9Karlstad, Sweden
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Solstadens Ekonomikonsult AB is an Accounting company. The small Karlstad, Sweden-based team offers Accounting and Business Consulting. The agency was founded in 1990.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Established in 1948, BLP is a small Bremen, Germany-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMenasha, WI
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Established in 2004, David J Magruder, CPA is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Karlstad, Sweden
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Bokföring & Datatjänst AB is a small Karlstad, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting company A. Töbe Accounting, is in Bremen, Germany. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chilton, WI
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Accounting company Reinl Accounting, Inc. Was launched in 1999. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Karlstad, Sweden
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Located in Karlstad, Sweden, Accounting Consultant AB is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Piaseczno, Poland
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ABAKUS Biuro Rachunkowe, an Accounting company, was founded in 1994. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Headquartered in Bremen, Germany, Schildknecht is an Accounting company. They offer Accounting and were launched in 1991.
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UndisclosedUndisclosed2 - 9Cloverdale, CA
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Founded in 2015, Michelle Caspary, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Dualkonzept OHG is an Accounting company based in Bremen, Germany. They provide Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Guardian Accounting, Inc. Is an Accounting company. Their team is in Clovis, California and focuses on Accounting.
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UndisclosedUndisclosed2 - 9Säffle, Sweden
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Säffle Ekonomerna AB is a small Säffle, Sweden-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting and Business Consulting company AKTIVA Treuhand, is in Bremen, Germany. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Teresa M. Stevens CPA is an Accounting company. Located in Clovis, California, the firm was established in 2015. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Green Bay, WI
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Brunette Tax & Accounting, an Accounting company, is headquartered in Green Bay, Wisconsin. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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RKH is a small Bremen, Germany-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Menasha, WI
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A.C.E. CPA, LLC is an Accounting company headquartered in Menasha, Wisconsin. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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High Velocity Accounting, LLP is an Accounting company. Located in Clovis, California, the company specializes in Accounting and Business Consulting.
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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.