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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UndisclosedUndisclosed10 - 49Chicago, IL
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DC Benefits Co is an Insurance Services & Brokers company. They are located in Chicago, Illinois and have small team. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249London, England
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Centrus is a Financial Advising & Planning company. They were launched in 2012, and their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Area Sviluppo Industriale Teverola, Italy
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Italia Paghe, a small Accounting company, is in Area Sviluppo Industriale Teverola, Italy. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Houston, TX
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WeHireGlobally is a small Houston, Texas-based Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Capbreton, France
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My Payroll Pro France, a small Accounting company, is headquartered in Capbreton, France. The team specializes in Accounting.
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UndisclosedUndisclosed250 - 999San Jose, CA
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Global Upside, an Accounting company, was launched in 1999. The firm provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Athina, Greece
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Grand Solutions S.A. Is an Athina, Greece-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Stockholm, Sweden
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Established in 1989, BTR accounting and payroll services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49København, Denmark
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GTS Nordic is an Accounting company. Based in København, Denmark and Malmoe, Sweden, the agency was established in 1999. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Pilea, Greece
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ATLAS Consulting is a Market Research company founded in 1972. Their services include Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Accounting company Dutch Employer of Record offers Accounting. They were founded in 2015.
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UndisclosedUndisclosed2 - 9
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PAY plus HR is an Accounting and HR Consulting company. The agency is in Australia. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Amsterdam, Netherlands
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Launched in 2020, TOSS Group is an Accounting company. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Oslo, Norway
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ECOVIS Norway is an Accounting company. They were established in 2011 and focus on Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9
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Ideal Consulting LLC is a web design company launched in 2021. The agency provides Web Design and Logo.
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$5,000+$25 - $49 / hr250 - 999Woburn, MA
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Finance & Accounting Outsourcing (FAO) company Analytix Solution was established in 2005. The team focuses on Finance & Accounting Outsourcing (FAO) and Custom Software Development.
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UndisclosedUndisclosed50 - 249Bangkok, Thailand
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Grant Thornton Thailand is a midsize Accounting company established in 1991. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bangkok, Thailand
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Panwa Group is an Accounting company. They focus on Accounting and Business Consulting and are based in Bangkok, Thailand.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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Accounting company Plizz was established in 2015. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is located in Bangkok, Thailand.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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MSNA is an Accounting company launched in 1996. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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B-Accounting is a small Bangkok, Thailand-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Amman, Jordan
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Clear Solutions for Financial Services and tax Consulting, a small Accounting company, is based in Amman, Jordan and Amman, Jordan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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TRP Group is a Phuket, Thailand-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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Accounting company MMN Syndicate was established in 2003. The team offers Accounting and Market Research and is based in Bangkok, Thailand.
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UndisclosedUndisclosed10 - 49
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Siac Consulting, an Accounting company, was established in 2006. The company provides Accounting and Corporate Law, and is small.
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UndisclosedUndisclosed50 - 249Amman, Jordan
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JOFICO - Jordan French Insurance Company is an Insurance Services & Brokers company. They focus on Insurance Services & Brokers and were established in 1976.
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UndisclosedUndisclosed2 - 9
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Ithmar Invest PSC., a small Funding & Investment company, is based in Amman, Jordan. The team offers Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Accounting company AUDITIA is based in Barcelona, Spain and Madrid, Spain. Their services include Accounting and Labor & Employment Law.
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UndisclosedUndisclosed10 - 49Barcelona, Spain
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Full Audit, an Accounting company, is headquartered in Barcelona, Spain. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Madrid, Spain
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ICJCE Auditors is an Accounting company in Madrid, Spain. The team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed250 - 999Barcelona, Spain
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Established in 1999, BDO Spain is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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Capital Auditors, a small Accounting company, is in Madrid, Spain. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249San Pedro Alcántara, Spain
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ASEC GROUP, a Finance & Accounting Outsourcing (FAO) company, was launched in 1980. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Marbella, Spain
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Small Commercial Brokerage Services company Welex, Lawyers & Accountants, is headquartered in Marbella, Spain. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Established in 1998, Ecovis Barcelona is an Accounting company. The agency focuses on Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Hafnarfjörður, Iceland
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Íslenskir endurskoðendur is an Accounting company established in 2011. The team offers Accounting and Corporate Law and is located in Hafnarfjörður, Iceland.
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UndisclosedUndisclosed2 - 9Reykjavík, Iceland
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Financial Advising & Planning company Centra Corporate Finance offers Financial Advising & Planning and Insurance Services & Brokers. They are headquartered in Reykjavík, Iceland.
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UndisclosedUndisclosed2 - 9Lagos, Nigeria
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AAA Finance Group is a Commercial Financing company established in 2018. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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ADEL HABIB & CO. Is an Accounting company headquartered in Amman, Jordan. Established in 1943, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Reykjavík, Iceland
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Reikniver ehf. Is an Accounting company. Based in Reykjavík, Iceland, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Samtals is an Accounting company established in 2010. Headquartered in Reykjavik, Iceland, the team provides Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Reykjavík, Iceland
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DFK Iceland is an Accounting company. They offer Accounting and were launched in 1962. The company is located in Reykjavík, Iceland.
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UndisclosedUndisclosed10 - 49عمّان, Jordan
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Arab Auditors - UHY, an Accounting company, was established in 1979. The team offers Accounting and Financial Advising & Planning and is headquartered in عمّان, Jordan.
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UndisclosedUndisclosed10 - 49
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The Scientific Office for Auditing, Accounting & Consulting (SOAAC), an Accounting company, was founded in 1982. The team provides Accounting and Financial Consulting and is located in Amman,
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UndisclosedUndisclosed10 - 49Amman, Jordan
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Launched in 1994, Nobani & Co. (Praxity Alliance) is an Accounting company. The team specializes in Accounting and is in Amman, Jordan.
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UndisclosedUndisclosed10 - 49
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E&T Escrow Trust Solutions is an Accounting company. Their small team is in Costa Rica. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amman, Jordan
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Kudos - Elite Public Accountants is an Accounting company. They are in Amman, Jordan. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lagos, Nigeria
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FundQuest Financial Services Limited, a Commercial Financing company, specializes in Commercial Financing and Financial Advising & Planning. The firm is based in Lagos, Nigeria.
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UndisclosedUndisclosed2 - 9Abuja, Nigeria
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Allianzbridge Finance Limited is an Abuja, Nigeria-based Commercial Financing company. They focus on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Lagos, Nigeria
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Financial Derivatives Company Limited (FDC), a Commercial Financing company, is in Lagos, Nigeria. They offer Commercial Financing and Financial Advising & Planning and were launched in 1992.
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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
32.5/40.016.8/20 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.