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 - 9Gdańsk, Poland
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BZ Consulting is an Accounting company. They are headquartered in Gdańsk, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jalandhar, India
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Rahul B Gupta & Co is an Accounting company. They are in Jalandhar, India and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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Accounting Office AFK is an Accounting company. They are based in Gdańsk, Poland and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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Tax Free accounting is an Accounting company. They are based in Gdańsk, Poland. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Goyal Mangal & Co. Is an Accounting company. Their team is headquartered in Jaipur, India. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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ACCOUNTING OFFICE BIURORACHUNKOWEGDANSK is an Accounting company. They are in Gdańsk, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Headquartered in Jaipur, India, P C Modi & Company is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jaipur, India
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Launched in 1991, G. K. Mittal & Associates is a small Accounting company in Jaipur, India. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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JLN US & Co, a small Accounting company, is headquartered in Surat, India. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Bikaner, India
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AVR Associates is an Accounting company. Their small team is headquartered in Bikaner, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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P. Balaji is an Accounting company. They are based in Chennai, India and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Coimbatore, India
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S P P & Co. Is an Accounting and Business Consulting company. Their small team is based in Coimbatore, India. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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B S Sridhar & Co. Is a small Accounting company in Chennai, India. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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K Saravanan & Co. Is an Accounting company. The Chennai, India-based agency was founded in 1999. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Located in Liverpool, England, Malthouse Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Vikas Kumar G & Associates, an Accounting company, was established in 2010. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oceanside, NY
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Headquartered in Oceanside, New York, Albert Haft CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hempstead, NY
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Comuzzi Accounting, an Accounting company, was founded in 2018. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Mohan & Chandrasekhar is an Accounting company established in 2000. The team focuses on Accounting and Business Consulting and is located in Bengaluru, India.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Jon Davies Accountants Ltd is an Accounting company. Their team is based in Liverpool, England. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Located in Chennai, India, P R N & Associates is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Wainwrights is an Accounting company. They are located in Liverpool, England and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lynbrook, NY
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Mark Lawrence & Associates, Inc. Is an Accounting company. They are located in Lynbrook, New York, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Stafford, TX
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Small Accounting company Doran Johnston PLLC, is in Stafford, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chennai, India
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Anand & Ponnappan, an Accounting company, provides Accounting and Business Consulting. The company is in Chennai, India.
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UndisclosedUndisclosed2 - 9Merrick, NY
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Popick Accounting & Tax Services, LLC is an Accounting company launched in 2019. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Liverpool, England, S.K.Accounting & Business Services is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Merrick, NY
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Founded in 1988, Joseph Behrman Tax Preparation Services is an Accounting company. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Chennai, India
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Accounting and Business Consulting company L.U. Krishnan & Co is in Chennai, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Houston, TX
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David V Nguyen, CPA is an Accounting company. Their small team is in Houston, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Small Accounting company Omasters Business Consultants, is located in Liverpool, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lynbrook, NY
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Araneo Tax & Financial is an Accounting company. Launched in 2000, their team provides Accounting.
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UndisclosedUndisclosed2 - 9North Bellmore, NY
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Lynne S. Fahrer, CPA is an Accounting company. They are located in North Bellmore, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Sinclair Accounting, a small Accounting company, is located in Woolton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Established in 2014, HR Starters is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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Accounting Office Gdynia AR is an Accounting company. They were established in 2018, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Sopot, Poland
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RR Biuro Rachunkowe is a small Accounting company based in Sopot, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gdańsk, Poland
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Founded in 1994, Biuro Rachunkowe Gdańsk Katarzyna Wróblewska is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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Located in Gdynia, Poland, OLSEPolska is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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Biuro Rachunkowe ABIK Accountant is an Accounting company. Launched in 2011, the company is headquartered in Gdynia, Poland. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Tczew, Poland
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Biuro Rachunkowe Lucyna Różanowska is an Accounting company. They are headquartered in Tczew, Poland and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Wejherowo, Poland
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Biuro Rachunkowości Perfekta is an Accounting company. The team provides Accounting and is in Wejherowo, Poland.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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SPARK is a small Gdynia, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Antonio Cudini Professional Corporation is a small Accounting company in Vaughan, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wejherowo, Poland
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MKM Księgowość is a small Wejherowo, Poland-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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AOE Taxation Professional Corporation is a small Richmond Hill, Canada-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Markham, Canada
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Founded in 1970, Applebaum, Commisso LLP Chartered Professional Accountants is a small Accounting company based in Markham, Canada. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Berlin, Germany
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Steuerberater | Suat Göydeniz is a small Accounting company in Berlin, Germany. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Schwerin, Germany
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Established in 1993, CWP Steuerberater is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gdynia, Poland
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FIK Finanse i Księgowość sp. Z o. O., an Accounting company, provides Accounting. The company is headquartered in Gdynia, 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.