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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UndisclosedUndisclosed10 - 49
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TASC Accountants is a small Accounting company headquartered in Dublin, Ireland. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Campbell, CA
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Nuage Digital Inc is an Accounting company launched in 2015. Their team focuses on Accounting and UX/UI Design.
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$1,000+$25 - $49 / hr50 - 249New Delhi, India
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Headquartered in New Delhi, India and Gurugram, India, Mehra Goel & Co is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr50 - 249Bengaluru, India
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SBS Global (India) Pvt Ltd is an Accounting company. Their midsize team is headquartered in Bengaluru, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New Delhi, India
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Grandmark is an Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were established in 1991.
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UndisclosedUndisclosed2 - 9New York, NY
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Upside Tax is an Accounting company. The New York, New York-based company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Thiruvananthapuram, India
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Accovet Ltd is an Accounting company. The Thiruvananthapuram, India-based agency was established in 2017. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Watford, England
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Avin Accountants is an Accounting company established in 2012. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Kyle F. Lester, CPA PC, an Accounting company, was launched in 1988. The team focuses on Accounting and Business Consulting and is headquartered in Melville, New York.
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UndisclosedUndisclosed2 - 9Windsor, Canada
Services provided
Accounting company Dosanjh, CPA Professional Corporation was launched in 2010. The team specializes in Accounting and is headquartered in Windsor, Canada.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Accounting company Edison Tax Group, LLC was launched in 2017. The team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr50 - 249Nugegoda, Sri Lanka
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Based in Nugegoda, Sri Lanka, AcrilSEO is a midsize SEO agency. The team focuses on Search Engine Optimization and Back Office Outsourcing.
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$1,000+$25 - $49 / hr10 - 49Sydney, Australia
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Online Officer is an Accounting company. Their team is in Sydney, Australia and Singapore, Singapore and focuses on Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
Services provided
Samuel Testa & Company is an Accounting company. They were founded in 1984, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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CB Accounting LLC is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is based in Grand Rapids, Michigan.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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In Dubai, United Arab Emirates, AAC Global is a midsize Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr2 - 9Gosnells, Australia
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Mundy Solutions, an Accounting company, was established in 2019. The firm specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$50,000+$50 - $99 / hr250 - 999München, Germany
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Stb-seethaler is an Accounting company. Their team is located in München, Germany and offers Accounting and Commercial Financing.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Small Accounting company SenatMea Management Consultancy, is headquartered in Dubai, United Arab Emirates. The team specializes in Accounting and Business Consulting.
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$5,000+$200 - $300 / hr2 - 9Dubai, United Arab Emirates
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XB4 is an Accounting company. Headquartered in Philadelphia, Pennsylvania and Dubai, United Arab Emirates, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Contempo HCM is an Accounting company. Launched in 2019, their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49N MARTINSVLLE, WV
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Established in 2020, Vic Wadhwa, a small Accounting and Business Consulting company, is located in N MARTINSVLLE, West Virginia. Their services include Accounting and Business Consulting.
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$25,000+$25 - $49 / hr10 - 49Delhi, India
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Clarico Financial & Advisory Services, an Accounting and Finance & Accounting Outsourcing (FAO) company, was founded in 2013. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Kajang, Malaysia
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Midsize Accounting company S Yong & Associates, is based in Kajang, Malaysia. Their services include Accounting.
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$5,000+$150 - $199 / hr10 - 49Seattle, WA
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Business Consulting company Alescent offers Business Consulting and Finance & Accounting Outsourcing (FAO). They were founded in 2010.
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$1,000+< $25 / hr2 - 9Cabuyao, Philippines
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Located in Cabuyao, Philippines, Romero Business Management Consultancy is a small Accounting company. Their services include Accounting and Business Consulting.
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$50,000+$200 - $300 / hr10 - 49İstanbul, Türkiye
Services provided
I Can Advisory is a Business Consulting company. They were launched in 2015 and focus on Business Consulting and Accounting.
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$1,000+< $25 / hr2 - 9North Finchley, , England
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Established in 2018, Mizzle LTD is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is in North Finchley, , England.
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$1,000+$50 - $99 / hrFreelancerHelenville, WI
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Uncle Sam's Accounting LLC is a Helenville, Wisconsin-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Roanoke, VA
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The Joachim Group CPAs & Consultants is a small Accounting company founded in 2006. Their team offers Accounting and Business Consulting.
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$1,000+$50 - $99 / hr2 - 9Pune, India
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KARTIK M JAIN AND ASSOCIATES is an Accounting company founded in 2015. The team offers Accounting.
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$1,000+$150 - $199 / hr10 - 49Philadelphia, PA
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Kim Yeung Ling P.C., an Accounting company, was established in 1982. The team focuses on Accounting and Business Consulting and is located in Philadelphia, Pennsylvania and Philadelphia,
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Inspire MS Tax Consultancy is an Accounting company. Their small team is headquartered in Abu Dhabi, United Arab Emirates. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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MNV Associates, an Accounting company, was launched in 2019. They specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Zürich, Switzerland
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STM Steuerberatung & Treuhand Mettler AG is an Accounting company. The team offers Accounting, and the company is in Zürich, Switzerland.
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UndisclosedUndisclosed10 - 49Mérida, Mexico
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Small Accounting company MexTax Accounting Services Mexico, is located in Mérida, Mexico and Playa del Carmen, Mexico. Their services include Accounting.
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UndisclosedUndisclosed10 - 49London, England
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Based in London, England, Bell Howley Perrotton LLP is a Business Consulting company. Their services include Business Consulting and Accounting.
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$1,000+$50 - $99 / hr10 - 49Welland, Canada
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RM Bookkeeping & Accounting Services is a Business Consulting and Accounting company. They were founded in 2006 and offer Business Consulting and Accounting.
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$1,000+$25 - $49 / hr10 - 49Kraków, Poland
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Sterling Outsourcing Sp zoo is a small Accounting company. They specialize in Accounting and Back Office Outsourcing and were founded in 2006.
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$1,000+Undisclosed10 - 49Wilmington, DE
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GKM is an Accounting and Finance & Accounting Outsourcing (FAO) company launched in 1999. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Focus LLP is a small Accounting company founded in 2019. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Nexus Accounting is an Accounting company. In Calgary, Canada, the agency focuses on Accounting.
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$1,000+$50 - $99 / hr10 - 49Gurugram, India
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Finance & Accounting Outsourcing (FAO) company Renous Consulting was established in 2015. The company offers Finance & Accounting Outsourcing (FAO) and Back Office Outsourcing, and is small.
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$1,000+$25 - $49 / hr2 - 9Bogotá, Colombia
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Established in 2019, Barclays Contadores Asesores is an Accounting and Finance & Accounting Outsourcing (FAO) company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Suwałki, Poland
Services provided
H&O Consulting is a small Suwałki, Poland-based Accounting and Finance & Accounting Outsourcing (FAO) company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Ajman, United Arab Emirates
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Accounting company Vatbox was established in 2018. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$250,000+$25 - $49 / hr10 - 49Alafaya, FL
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Tax Prep Buddies,LLC, an Accounting and Finance & Accounting Outsourcing (FAO) company, was established in 2020. They focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+Undisclosed50 - 249Ahmedabad, India
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Wipra World Wide is a midsize Accounting company. They offer Accounting and Custom Software Development and were established in 1993.
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$1,000+$25 - $49 / hr250 - 999Sharjah, United Arab Emirates
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Launched in 2017, Al Wahda Group is a midsize Finance & Accounting Outsourcing (FAO) company. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$25,000+$50 - $99 / hr2 - 9Alpharetta, GA
Services provided
Success Fluent, a small Accounting and Finance & Accounting Outsourcing (FAO) company, is located in Alpharetta, Georgia. Their services include Accounting and Finance & Accounting Outsourcing
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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.