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 - 9Mount Pleasant, SC
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Saos Capital, LLC is a Business Consulting company founded in 2005. In Mount Pleasant, South Carolina, the team offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Oak Brook, IL
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Selden Fox, Ltd., an Accounting company, provide Accounting and Financial Advising & Planning. They were founded in 1978.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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ZTR Enterprises, a small Business Consulting and Financial Advising & Planning company, is in Atlanta, Georgia. The team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Wayne, PA
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Walsh & Nicholson Financial Consultants is a Commercial Financing and Financial Advising & Planning company. Their team offers Commercial Financing.
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UndisclosedUndisclosed50 - 249New York, NY
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VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Berwyn, PA
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Simkiss & Block, an Insurance Services & Brokers company, specialize in Insurance Services & Brokers. They were founded in 1964.
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UndisclosedUndisclosed2 - 9
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Small IT strategy consulting company PaymentsOp, is headquartered in. The team provides IT strategy consulting and E-Commerce Development.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
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HAUSER is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 1971. The company is in Cincinnati, Ohio.
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UndisclosedUndisclosed10 - 49Washington, DC
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Business Consulting company District Capital Partners is based in Washington, District of Columbia. They focus on Business Consulting and Corporate Training & Coaching and were founded in 2013.
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UndisclosedUndisclosed50 - 249New York, NY
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Empire Valuation Consultants is a Commercial Financing company. They are based in New York, New York and have midsize team. They offer Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Central, Hong Kong
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Asian Corporate Services Limited, a small Accounting company, is in Central, Hong Kong. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Founded in 2009, STRAIGHTSOURCE is an application development firm. The team specializes in Mobile App Development and Financial Advising & Planning and is based in Princeton, New Jersey.
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UndisclosedUndisclosed250 - 999Causeway Bay, Hong Kong
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SHINEWING (HK) CPA Limited is a midsize Accounting company. They offer Accounting and were launched in 2005.
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UndisclosedUndisclosed250 - 999Beijing, China
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Business Consulting company CHINA NATIONAL TECHNICAL IMP. & EXP. CORP is in Beijing, China. They specialize in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Central, Hong Kong
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Small Financial Advising & Planning company Swiss International Asset Management Ltd., is headquartered in Central, Hong Kong. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Wan Chai, Hong Kong
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HKWJ Tax Law & Partners Limited, a Corporate Law company, was established in 2009. Headquartered in Wan Chai, Hong Kong, the team provides Corporate Law and Tax Law.
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UndisclosedUndisclosed2 - 9Central, Hong Kong
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Business Consulting and Accounting company Lawrence Cheung C.P.A. Company Limited is based in Central, Hong Kong. They offer Business Consulting and Accounting and were established in 1978.
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UndisclosedUndisclosed250 - 999Wanchai, Hong Kong
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Launched in 2007, Mazars CPA Limited is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Accounting InfoTech is a small Alpharetta, Georgia-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Established in 1992, TCB Services is an Accounting company. The agency focuses on Accounting and Commercial Property Management, and is small.
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UndisclosedUndisclosed10 - 49Silver Spring, MD
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Zitro Services LLC is an Accounting company. The Silver Spring, Maryland-based firm was launched in 2010. Their services include Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Triassic Enterprises is a Boca Raton, Florida-based PR agency. They focus on Public Relations and Business Consulting.
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UndisclosedUndisclosed2 - 9Laurel, MD
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In Laurel, Maryland, Global Strategies, LLC is a small Business Consulting and Accounting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Catonsville, MD
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BLACK FOX LLC is an IT strategy consulting company. The team focuses on IT strategy consulting and Cybersecurity and is located in Catonsville, Maryland.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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S & R Business Solutions LLC is an Accounting company. They are headquartered in Lawrenceville, Georgia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Mcintee & Associates LLC is an Accounting company. Established in 2012, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pasadena, TX
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Accounting company Licona & Thompson LLC C & P Bookkeeping and Taxes was founded in 2019. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Data analytics company Enterprise Horizon Consulting Group is located in San Francisco, California. The team offers BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Information Design Consultants, Inc. Is a Content Marketing company based in Los Angeles, California. Launched in 2002, the team specializes in Content Marketing and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Established in 2014, CPA Advisory & Business Consultants, LLC, a small Accounting company, is in Orlando, Florida. Their services include Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Gainesville, FL
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FRESH Global LLC, an Accounting company, is in Gainesville, Florida. They specialize in Accounting and Staffing and were established in 1998.
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UndisclosedUndisclosed50 - 249Charlotte, NC
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Established in 2013, Capital Talent Partners is an Accounting company. The team focuses on Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Launched in 2015, INSIGHT FINANCIAL GROUP LLC is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Clinton, MD
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BOSS ENTERPRISES MANAGEMENT & CONSULTING SERVICES, INC, an Accounting company, was launched in 1998. The team offers Accounting and Branding.
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UndisclosedUndisclosed2 - 9Gladstone, OR
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Established in 2020, YOHANNES TAX & ACCOUNTING SERVICE, LLC. Is an Accounting company. The team offers Accounting and is located in Gladstone, Oregon.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Accounting company Kerry Van Isom & Associates focuses on Accounting and Insurance Services & Brokers. They were founded in 2010.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Prosperous Accounting Services, LLC, an Accounting company, provide Accounting. They were founded in 2005.
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UndisclosedUndisclosed2 - 9
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PLATINUM BUSINESS SERVICES, LLC is a Financial Advising & Planning company. Founded in 2008, the team specializes in Financial Advising & Planning and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Columbus, OH
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JC FINANCIAL CONCEPTS, LLC is a Columbus, Ohio-based Accounting company. They specialize in Accounting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Randallstown, MD
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STRATEGIC CONTRACTING PARTNERS LLC is an Accounting company. Founded in 2017, the company is located in Randallstown, Maryland. Their services include Accounting and Market Research.
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UndisclosedUndisclosed10 - 49Hollywood, FL
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HCT Certified Public Accountants & Consultants, LLC is an Accounting company launched in 2000. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Clinton, MD
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Accounting company Lteva Contractor Services, Inc. Was founded in 2007. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Small Accounting company Deshark Consulting LLC, is in Houston, Texas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Washington, DC
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CURTIS J LEWIS & ASSOCIATES PC is an Accounting company in Washington, District of Columbia. Launched in 1987, the team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Oxon Hill, MD
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Founded in 1986, T. Curtis & Company, P.C. Is a small IT strategy consulting company. Their services include IT strategy consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Juan, Puerto Rico
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EliteBco (Elite Business Consultants) is an Accounting company located in San Juan, Puerto Rico. The team focuses on Accounting and ERP consulting and SI.
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UndisclosedUndisclosed50 - 249Baltimore, MD
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Premier Management Corporation is a Financial Advising & Planning company launched in 2004. The midsize team provides Financial Advising & Planning and Cybersecurity.
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UndisclosedUndisclosed2 - 9McLean, VA
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NuvoLogic Consulting is a small McLean, Virginia-based Accounting company. Their services include Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Richardson, TX
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Antega LLC is an Accounting company. Located in Richardson, Texas, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Sims & Associates, LLC. Is an Accounting company. They were launched in 2020, and their services include Accounting and Business Consulting.
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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.