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 - 9Pawtucket, RI
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JSB Tax Services LLC is an Accounting company. Established in 2007, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Glendale, CA
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Integrity Accounting Solutions® is a small Glendale, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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Moody Accounting Services, inc., an Accounting company, is located in Plantation, Florida. Launched in 2002, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sterling Heights, MI
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Established in 2017, THC123 is a small Sterling Heights, Michigan-based Staffing company. Their team provides Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Cocoon Advisors is a Back Office Outsourcing company. They specialize in Back Office Outsourcing and Accounting and were founded in 2018.
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$1,000+$300+ / hr2 - 9Huntington Beach, CA
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Yorktown Main LLC is a Tax Law company. They are in Huntington Beach, California and have small team of experts. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9Waterford Township, MI
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Launched in 2005, Butler CPA & Associates, PLLC is a small Accounting company based in Waterford Township, Michigan. Their team specializes in Accounting.
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Undisclosed$100 - $149 / hr50 - 249New Rochelle, NY
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RLN US LLP is a midsize Accounting company located in New Rochelle, New York. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Strategic Business Alliance, LLC is an Accounting company. Their small team is headquartered in Carlsbad, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Watkinsville, GA
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Seymour & Perry, LLC is an Accounting company. They provide Accounting and Business Consulting and are headquartered in Watkinsville, Georgia.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Shields Tax & CPA, PLLC, an Accounting company, was launched in 1975. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Elk Grove, CA
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Launched in 2025, Applied Tax & Books is a small Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9Gurugram, India
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SeekWiser Technology Private Limited is an Accounting company. They specialize in Accounting and UX/UI Design and were founded in 2018.
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UndisclosedUndisclosed2 - 9Bogota, NJ
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JPT Financial Solutions Inc. Is an Accounting company. The team provides Accounting and Business Consulting and is in Bogota, New Jersey.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Ajman Business Setup is a Business Consulting company. The team provides Business Consulting and Accounting, and the firm is based in Dubai, United Arab Emirates.
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$1,000+$100 - $149 / hr2 - 9Dearborn, MI
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Established in 2017, CommonWealth is an Accounting company. Their team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9Ciudad de México, Mexico
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Audit & Advisor B2B is an Accounting company. The team is based in Ciudad de México, Mexico, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Carothers and Associates, Inc., an Accounting company, is headquartered in Roseville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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BCN Business Services, an Accounting company, was launched in 2006. The team provides Accounting and HR Consulting and is headquartered in Barcelona, Spain.
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Undisclosed< $25 / hrFreelancerHouston, TX
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TheSupportZone - Bookkeeping Services is an Accounting company. Established in 2017, the team specializes in Accounting. The agency is headquartered in Houston, Texas.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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Safe Harbor Accounting is an Accounting company. Based in Deerfield Beach, Florida, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Suwanee, GA
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LDG Accounting Services is an Accounting company launched in 2015. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Founded in 1987, Rosenberg Accountancy LLC is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Saskatoon, Canada
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Lift Accounting is an Accounting company. Their team is located in Saskatoon, Canada. The agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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ARC Associates is a small Accounting company located in دبي, United Arab Emirates. The team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9St. Louis, MO
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John J. Guilfoy & Associates is an Accounting company. Headquartered in St. Louis, Missouri, the firm was established in 1992. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Accounting company ALLIANCE TAX ADVOCATE is located in Santa Ana, California. They provide Accounting.
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UndisclosedUndisclosed2 - 9
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Din Bokföring is an Accounting company. Based in , their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newstead, Australia
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Accounting company EDR Accounting & Business Solutions Pty Ltd was founded in 2018. In Newstead, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Grayslake, IL
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Hamilton Tax and Accounting LLC is an Accounting company. Their small team is headquartered in Grayslake, Illinois. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Small Accounting company Wiesenberg & Company, Inc., is headquartered in Los Angeles, California. Their services include Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Kyiv, Ukraine
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CyberDesk, a Cybersecurity company, offer Cybersecurity and Accounting. They were launched in 2018.
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$5,000+Undisclosed10 - 49Dallas, TX
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East 57th Street Partners, a small Accounting company, is based in Dallas, Texas. The team provides Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Brea, CA
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Nexus Square, an Accounting company, is based in Brea, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Accounting company Herman P. Ortiz, CPA, P.C. Is headquartered in Melville, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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John F. Craven CPA LLC, a small Accounting company, is in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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S N & Co. Is an Accounting company launched in 2008. Their team provides Accounting and Business Consulting.
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Undisclosed$25 - $49 / hr50 - 249New Delhi, India
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Habibullah & Co. Is a New Delhi, India-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chandigarh, India
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IndianMuneem is a Chandigarh, India-based Accounting company. The team specializes in Accounting.
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$10,000+$200 - $300 / hr2 - 9Schaumburg, IL
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Financial Consulting company Lineal CPA was established in 2010. The small team focuses on Financial Consulting and Fractional CFO Services.
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$1,000+$100 - $149 / hr10 - 49Dublin, Ireland
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Accounting company Greavy & Co Accountants was founded in 2011. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Chennai, India
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Launched in 2015, Pioneer One Consulting LLP is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9The Bronx, NY
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Headquartered in The Bronx, New York, ASR Accounting & Tax LLC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Accounting company P V R & Associates is in New Delhi, India. They focus on Accounting and Business Consulting.
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$5,000+< $25 / hr10 - 49
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Mantis Funding was launched in 2007. The team offers.
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$1,000+< $25 / hr2 - 9Ahmedabad, India
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Founded in 2019, Rpoutsourcing LLP, a small Finance & Accounting Outsourcing (FAO) company, is located in Ahmedabad, India. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$50 - $99 / hr10 - 49Gurugram, India
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Yoma Group is an Accounting company. Established in 2019, the team offers Accounting and Staffing. The agency is based in Gurugram, India.
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Undisclosed$200 - $300 / hr2 - 9Chicago, IL
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Based in Chicago, Illinois and Las Vegas, Nevada, Greene Forensic Accounting Solutions LLP is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Chennai, India
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Founded in 2013, Zbeservices is an Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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GroForth is a small Accounting company launched in 2014. Their team specializes in Accounting and Business Consulting.
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
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.