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 - 9Katowice, Poland
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Small Accounting company Accounting Office Finance Factory, is based in Katowice, Poland. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wieluń, Poland
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Accounting company Audit and Consulting Company was launched in 1994. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Jelcz-Laskowice, Poland
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Biuro Rachunkowe Forcast is an Accounting company. They are in Jelcz-Laskowice, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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MADG Agnieszka Kalandyk is a small Wrocław, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wieluń, Poland
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Workprofit Magdalena Świątek is an Accounting company. The team focuses on Accounting and is located in Wieluń, Poland.
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UndisclosedUndisclosed2 - 9Oleśnica, Poland
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Biuro Rachunkowe "Twój Doradca", a small Accounting company, is based in Oleśnica, Poland. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Gliwice, Poland
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DEWIZA Kancelaria Prawa Finansowego sp. Z o. O, an Accounting company, was established in 1998. The team focuses on Accounting and is in Gliwice, Poland.
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UndisclosedUndisclosed2 - 9South Holland, IL
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Dreyer, Ooms & Van Drunen, Ltd. Is an Accounting company. The South Holland, Illinois-based company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gliwice, Poland
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Headquartered in Gliwice, Poland, Biuro Rachunkowo-Finansowe GFIN is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Koszęcin, Poland
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Gama Consulting is a small Accounting company in Koszęcin, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Karlskrona, Sweden
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VM Redovisning AB is an Accounting company founded in 2013. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tarnowskie Góry, Poland
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Biuro Rachunkowe Debet is an Accounting company. Launched in 1990, the firm is in Tarnowskie Góry, Poland. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Borlänge, Sweden
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Accounting company Kling Redovisning AB is in Borlänge, Sweden. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Leksand, Sweden
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XBASE AB is an Accounting company. The team provides Accounting and Business Consulting and is located in Leksand, Sweden.
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UndisclosedUndisclosed2 - 9Borås, Sweden
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KP Revision AB is an Accounting company. In Borås, Sweden, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Borås, Sweden
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Fellert Revision AB is a small Borås, Sweden-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Göteborg, Sweden
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In Göteborg, Sweden, Onlineredovisning is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mölndal, Sweden
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Bäckstrands Revisionsbyrå AB is a small Accounting company headquartered in Mölndal, Sweden. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Mölndal, Sweden
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Launched in 1986, Ekonomistyrning AB is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hitchin, England
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Jones Hunt & Keelings, a small Accounting company, is in Hitchin, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Tom's Bookkeeping Services Ltd is a small London, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hertford, England
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Founded in 2007, JMJ Accountancy is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hertford, England
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Meyer Williams is a small Hertford, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hatfield, England
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Headquartered in Hatfield, England, A K E Tax & Accountancy Ltd is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Harpenden, England
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Located in Harpenden, England, Davis & Co LLP is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elstree, England
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Based in Elstree, England, Stewart & Partners is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Ulricehamn, Sweden
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Small Accounting company T Abrahamssons Revisionsbyrå AB, is based in Ulricehamn, Sweden. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Welwyn Garden City, England
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EOA Associates, a small Accounting company, is in Welwyn Garden City, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Göteborg, Sweden
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REAF is an Accounting and Business Consulting company. They are located in Göteborg, Sweden and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Albans, England
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Visionary Accountants is an Accounting company launched in 2008. Headquartered in St Albans, England, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Founded in 1997, Cox Costello & Horne Accountants is an Accounting company. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Kungsbacka, Sweden
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SpecialistEkonomi, a small Accounting company, is headquartered in Kungsbacka, Sweden. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Harpenden, England
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Accounting company Hicks and Company is headquartered in Harpenden, England. They focus on Accounting and Business Consulting and were founded in 1980.
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UndisclosedUndisclosed2 - 9Hertford, England
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Shield Accountancy Limited is an Accounting company. They are in Hertford, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Luton, England
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Small Accounting company Nib and Co Accountants, is located in Luton, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St Albans, England
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Gilberts Chartered Accountants is a small St Albans, England-based Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hertford, England
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Julian Ellis Chartered Accountant is an Accounting company. They are headquartered in Hertford, England and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Croxley Green, England
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ISA Consortium is an Accounting company. They are located in Croxley Green, England and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chrząstawa Mała, Poland
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Small Accounting company COMPUTANTI Biuro Rachunkowe Agnieszka Mazurkiewicz-Sobczyk, is based in Chrząstawa Mała, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hempstead, England
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Subtilis Accountancy Ltd is an Accounting company. The Hempstead, England-based company was launched in 2012. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hertford, England
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Thomas David Accountants is a small Hertford, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hertford, England
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Small Accounting company Paul Eldred, is headquartered in Hertford, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ruda Śląska, Poland
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Biuro Rachunkowe Ekspert is a small Ruda Śląska, Poland-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hisings Backa, Sweden
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Backa Redovisningsbyrå is a small Accounting company located in Hisings Backa, Sweden. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Potters Bar, England
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Established in 1992, Helen Nicholas Accounting Solutions is an Accounting company. The agency focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Borehamwood, England
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Eljay & Co, a small Accounting company, is in Borehamwood, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London Colney, England
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Headquartered in London Colney, England, Fisher NG Chartered Accountants is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hertford, England
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Cook & Partners, an Accounting company, was founded in 1987. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Skarstad, Sweden
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In Skarstad, Sweden, Wilhelmssons Redovisning is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Biuro Rachunkowe Graftax is an Accounting company. They offer Accounting and are based in Wrocław, Poland.
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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.