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 - 9Escondido, CA
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MAKE Consulting LLC is a small Business Consulting company founded in 2019. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Jacksonville, FL
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DAK Resources. Inc is a Jacksonville, Florida-based Staffing company. They specialize in Staffing and Recruiting and were founded in 2007.
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UndisclosedUndisclosed10 - 49Brooklyn, NY
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In Brooklyn, New York, CHS Payroll is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed250 - 999Springfield, VA
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RIVER BRIDGE TECHNOLOGY, INC. Is an Accounting and IT managed services company. They focus on Accounting and IT managed services and are in Springfield, Virginia.
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UndisclosedUndisclosed2 - 9BROOKLYN, NY
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RUKI, LLC is an Accounting company founded in 2019. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Overland Park, KS
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Clarus Group is an IT strategy consulting company. They are headquartered in Overland Park, Kansas, and their services include IT strategy consulting and Accounting.
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UndisclosedUndisclosed10 - 49McLean, VA
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Founded in 2015, Assertive Professionals, LLC is a small McLean, Virginia-based Accounting and Business Consulting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Skokie, IL
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Evergreen is an Insurance Services & Brokers company. Established in 2009, their team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Washington, DC
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Performance Management Services LLC is a small Washington, District of Columbia-based Business Consulting company. The team specializes in Business Consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Lorton, VA
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Alexton Incorporated is a Lorton, Virginia-based Accounting company. The team specializes in Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Virginia Beach, VA
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Prevailance, Inc. Is a Virginia Beach, Virginia-based Corporate Training & Coaching company. Founded in 2005, the team offers Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed50 - 249Mesa, AZ
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Launched in 1999, MIRACORP, Inc. Is an IT managed services company. The team offers IT managed services and Accounting.
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UndisclosedUndisclosed10 - 49Greenbelt, MD
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Established in 2002, Key Management Partners, Inc is an Accounting company. The small team focuses on Accounting and IT strategy consulting.
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UndisclosedUndisclosed50 - 249San Antonio, TX
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OSI Vision LLC is a San Antonio, Texas-based Accounting company. The team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Woodbridge, VA
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Pinnacle Management Solutions Inc. (PMSI) is a small Woodbridge, Virginia-based Business Consulting company. The team offers Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Arlington, VA
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Apextech LLC - Virginia is an Accounting company. They were founded in 2002, and their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Annandale, VA
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George H Kresslein Jr is a small Annandale, Virginia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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R.C.P.A. & Associates is an Accounting company. They are based in Chicago, Illinois and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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AdvisorConnect, an Accounting company, was established in 2013. The company specializes in Accounting and Content Marketing, and is small.
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UndisclosedUndisclosed2 - 9New York, NY
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Small Accounting company Thorp, is in New York, New York. The team specializes in Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Stamford, CT
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Columbia Consulting Group is a Market Research company. Established in 1997, the team specializes in Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Great Falls, VA
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Located in Great Falls, Virginia, Finesse Tax Accounting, LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Walton Beach, FL
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Launched in 2018, Rogue Industries is a Logistics & Supply Chain Consulting company. Their team specializes in Logistics & Supply Chain Consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9Livermore, CA
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In Livermore, California, Empower Minds, LLC is a small Accounting company. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Small Accounting company ELITE VIRTUAL BUSINESS SOLUTIONS, LLC, is headquartered in Albuquerque, New Mexico. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249Mexicali, Mexico
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IVEMSA is a midsize Mexicali, Mexico-based Accounting company. The team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Gastonia, NC
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ProSidian Consulting, LLC is a Business Consulting company launched in 2004. The small team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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BGESH, INCORPORATED, an Accounting company, is headquartered in San Antonio, Texas. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9
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Founded in 2016, Atlanta.Tax, a small Accounting company, is headquartered in Atlanta, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Bloomsburg, PA
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OPTiMO Information Technology LLC is an Accounting company based in Bloomsburg, Pennsylvania. They focus on Accounting and Graphic Design and were founded in 2008.
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UndisclosedUndisclosed50 - 249Kingston, Jamaica
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HRM Options Group International Limited, a midsize HR Consulting company, is based in Kingston, Jamaica. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Plantation, FL
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Contax360 BPO Solutions, Inc. Is an Accounting company. Their midsize team is based in Plantation, Florida and specializes in Accounting and Call Center Services. The company was established in
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UndisclosedUndisclosed2 - 9Decatur, GA
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My Virtual CFO - ATL LLC is an Accounting company. Launched in 2019, the firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Headquartered in , Prestige Accounting Solutions, LLC is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Launched in 2008, SWF Consulting, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerFort Lauderdale, FL
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Corinne S. Slemenda, CPA, PA is an Accounting company established in 2018. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Launched in 2008, R3 Accounting, LLC. Is a small Fort Lauderdale, Florida-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Plantation, FL
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Established in 2004, Small Business Bookkeeping Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Coss Accoutning and Bookkeeping LLC is an Accounting company. Launched in 2016, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Blue Moon, CPA, PA is an Accounting company. They focus on Accounting and were founded in 2018. The agency is headquartered in Orlando, Florida.
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UndisclosedUndisclosed2 - 9Guaynabo, Puerto Rico
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Accounting company Business Atelier is in Guaynabo, Puerto Rico. Launched in 2018, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Maitland, FL
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Thomas Blake, CPA, CFP, LLC. Is an Accounting company. Their small team is based in Maitland, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fort Myers, FL
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Hughes, Snell & Company, P.A., an Accounting company, focuses on Accounting. The agency is based in Fort Myers, Florida.
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UndisclosedUndisclosed2 - 9Dunedin, FL
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Accounting company ABC Solutions, LLC was founded in 2005. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Preston CPA P.C. Is an Accounting company founded in 2005. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hyattsville, MD
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Lionel Henderson & Company is an Accounting and Business Consulting company. They are based in Hyattsville, Maryland and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aldie, VA
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Shilpi & Associates, LLC is an Accounting company. The team is headquartered in Aldie, Virginia, and their services include Accounting and Enterprise App Modernization.
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UndisclosedUndisclosed2 - 9Menifee, CA
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Advanced HR Management Inc. Is an Accounting and HR Consulting company. Their small team is located in Menifee, California. Their team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Kadiak, LLC is an Accounting company. Launched in 2016, the company is headquartered in Anchorage, Alaska. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Cutler Engineering & Technology Services LLC is a small Cybersecurity company based in San Diego, California. Their services include Cybersecurity and IT managed services.
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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+$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+$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+< $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.