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 - 9Bremen, Germany
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Thesing & Kollegen is an Accounting company established in 2011. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Accounting company Ingrid Pfannschmidt is located in Bremen, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kalmar, Sweden
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Small Accounting company Accountant Therese Lindberg, is located in Kalmar, Sweden. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Barbara Meyer, an Accounting company, is located in Bremen, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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HTB is an Accounting company. They are in Bremen, Germany and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bremen, Germany
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Accounting company RTW RevisionsTreuhand specializes in Accounting and Business Consulting. They are in Bremen, Germany.
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UndisclosedUndisclosed2 - 9Kalmar, Sweden
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Based in Kalmar, Sweden, Svensk Redovisning is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting company Kundel Treuhand, is headquartered in Bremen, Germany. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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WSG Bremen is a Bremen, Germany-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kalmar, Sweden
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N.S Redovisning- och ekonomitjänster is a small Kalmar, Sweden-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Small Accounting company OHSE. MEYER. GOERTZ, is in Bremen, Germany. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Legales is a small Bremen, Germany-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nybro, Sweden
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Heidemans Bokföringsservice HB is a small Accounting company. They focus on Accounting and were founded in 1987.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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Sozietät Frommherz & Beekmann is an Accounting company. Their small team is located in Bremen, Germany. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nybro, Sweden
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Small Accounting company Nybro Redovisningstjänst AB, is located in Nybro, Sweden. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Richmond, England
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AVASK Accounting & Business Consultants, a midsize Accounting company, is located in Richmond, England. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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SIEMER + PARTNER is a small Bremen, Germany-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Elsfleth, Germany
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Ludwig Harms is an Accounting company. They are based in Elsfleth, Germany and have small team of experts. Their services include Accounting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Bremen, Germany
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RTC | Treuhand is a small Bremen, Germany-based Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Acton, England
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Beevers Moreno Chartered Accountants is an Accounting company. They provide Accounting and were founded in 1988. The agency is located in Acton, England.
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UndisclosedUndisclosed2 - 9Teddington, England
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CooperFaure Limited is an Accounting company located in Teddington, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Whitchurch-Stouffville, Canada
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Turack Raguseo Lesti Gilliatt LLP is a small Accounting company founded in 1981. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Treforest Industrial Estate, Wales
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Step Ahead is an Accounting company. They are located in Treforest Industrial Estate, Wales. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Lancaster, CA
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Small Accounting company Beth A. Manke, CPA, is based in Lancaster, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Founded in 2017, David G. Prusinowski, CPA is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Robert A. Ford, CPA, a small Accounting company, is headquartered in Syracuse, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Malden , England
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Liles Morris Ltd. Is a New Malden , England-based Accounting company. They provide Accounting and were established in 1987.
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UndisclosedUndisclosed2 - 9Staten Island, NY
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Small Accounting company Accounting, Tax, & Audit Services Shibu P Thomas, EA, MBA, MS, is located in Staten Island, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jamaica, NY
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A. S. Arora CPA PC is an Accounting company headquartered in Jamaica, New York. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Michael Yastrab P.C., an Accounting company, is located in New York, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Avoca, NY
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Alsheimer's & Evarts Tax Accounting, an Accounting company, was established in 1999. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elmira, NY
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In Elmira, New York, Your Office Biz Inc is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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QB Tax Prep & Accounting, a small Accounting company, is in Phoenix, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Accounting company Howard L Dagley, CPA was founded in 1999. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Kasperski Dinan & Rink CPAs, LLC is an Accounting company. Their team is located in Rochester, New York. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Accounting company Jeffrey D. Winger, CPA was established in 2014. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Francis Tax and Accounting Service is a small Melville, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Babylon, NY
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Accounting company Ideal Tax Consultants Inc was established in 2003. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
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Small Accounting company Rod Yumul Bookkeeping & Tax Services, is located in Vallejo, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Babylon, NY
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Accounting company Dushi Accounting Services was established in 2015. The agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49Lakeport, CA
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Robertson & Associates, CPAs is an Accounting company headquartered in Lakeport, California. They provide Accounting and Business Consulting and were founded in 1981.
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UndisclosedUndisclosed2 - 9West Islip, NY
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Christopher M. Dennehy, CPA PC is a small Accounting company based in West Islip, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kelseyville, CA
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Accounting company Joan Sturges, CPA, CFE, CVA was established in 1978. Based in Kelseyville, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kelseyville, CA
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Founded in 2010, Elizabeth Long Cpa Pc, a small Accounting company, is headquartered in Kelseyville, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakeport, CA
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Tomkins Tax Consultants is an Accounting company. Their team is based in Lakeport, California and provides Accounting.
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UndisclosedUndisclosed2 - 9Susanville, CA
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Carol Jean Curry CPA, a small Accounting company, is based in Susanville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Coimbatore, India
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P. N. Raghavendra Rao & Co. Is an Accounting company founded in 1975. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Vinit & Associates. Is an Accounting company. Their small team is in Mumbai, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Navi Mumbai, India
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Located in Navi Mumbai, India, Shweta Mishra & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Located in Mumbai, India, R.J. Soni & Associates is a small Accounting company. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.