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 - 9دبي, United Arab Emirates
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Business Consulting and Accounting company Socialite Consultancy Services focuses on Business Consulting and Accounting. They are based in دبي, United Arab Emirates.
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UndisclosedUndisclosed50 - 249دبي, United Arab Emirates
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Business Consulting and Accounting company Precious Point was launched in 2009. The agency provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Vision Business Consulting, a Business Consulting and Accounting company, was founded in 2019. The small team offers Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999دبي, United Arab Emirates
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SA Consultants LLC is a Business Consulting and Accounting company launched in 2017. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Business Setup Worldwide is a Business Consulting and Accounting company. Based in Dubai, United Arab Emirates, the team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49City of London, England
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Investment Quorum, a Commercial Financing company, specialize in Commercial Financing and Financial Advising & Planning. They were launched in 2000.
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UndisclosedUndisclosed10 - 49
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Baker Tilly Jordan is an Accounting company. Their small team of employees is based in Amman, Jordan. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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PKF Jordan & PKF Iraq is an Accounting company headquartered in Amman, Jordan. Launched in 1990, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9City of London, England
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Located in City of London, England, Eka Ventures is a small Financial Advising & Planning company. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed10 - 49Zug, Switzerland
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Enabling Qapital AG is a small Zug, Switzerland-based Commercial Financing and Financial Advising & Planning company. The team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Madrid, Spain
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In Madrid, Spain, Q-Impact is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Córdoba, Argentina
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SOLVA Proyectos is a Business Consulting company in Córdoba, Argentina. They provide Business Consulting and Accounting and were launched in 2012.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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Launched in 2003, Future For Auditing is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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Modernity International is an Accounting company established in 2006. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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Arab Professionals - المهنيون العرب is an IT strategy consulting company. Their small team is in Amman, Jordan. Their services include IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed250 - 999أبو ظبي, United Arab Emirates
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Established in 1980, Abu Dhabi Manpower Supply is a Recruiting company. Their team focuses on Recruiting and Staffing.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Established in 1998, RP International is a Business Consulting company. The team specializes in Business Consulting and Accounting and is located in Dubai, United Arab Emirates.
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UndisclosedUndisclosed2 - 9Montreal, Canada
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Canada Global Recruitment, a Recruiting company, offers Recruiting and Staffing. The agency is in Montreal, Canada.
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UndisclosedUndisclosed10 - 49Hamburg, Germany
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VIRES CONFERRE, a Business Consulting company, was founded in 2004. The team provides Business Consulting and Executive Search.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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AWB HR Consultancy is an Executive Search company. Located in Dubai, United Arab Emirates, their team specializes in Executive Search and Recruiting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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The Hire Standard is a Recruiting company established in 2019. The team provides Recruiting and Staffing and is in San Francisco, California.
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UndisclosedUndisclosed50 - 249Lisle, IL
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Insurance Services & Brokers company Connor & Gallagher OneSource (CGO) is in Lisle, Illinois. They offer Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Rapid Hire Team is a Recruiting company. They are located in Kyiv, Ukraine and have small team. Their team provides Recruiting and Accounting.
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UndisclosedUndisclosed10 - 49Daytona Beach Shores, FL
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Recruiting company Colin Baenziger & Associates specializes in Recruiting and Corporate Training & Coaching. They are headquartered in Daytona Beach Shores, Florida.
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UndisclosedUndisclosed2 - 9
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V&M Bookkeeping Services is a small Accounting company based in Lower Island Cove, Canada. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Guelph, Canada
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Markle Consulting is a small Business Consulting company in Guelph, Canada. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Kyiv, Ukraine
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Smart Solutions is a midsize Kyiv, Ukraine-based Back Office Outsourcing company. The team provides Back Office Outsourcing and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Kyiv, Ukraine
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Rost Group is an Accounting company. Established in 1998, the firm specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Prague 1, Czech Republic
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Axial Personnel Agency is an Executive Search company located in Prague 1, Czech Republic. The team focuses on Executive Search and Recruiting.
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UndisclosedUndisclosed10 - 49Brampton, Canada
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Founded in 2009, People's Choice Staffing is a Staffing company. Based in Barrie, Canada and Brampton, Canada, the team provides Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Delhi, India
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Focus Executive Search is an Accounting company headquartered in Delhi, India. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Pimpri-Chinchwad, India
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Launched in 2011, Jaguar Consultants is an Accounting company. The team focuses on Accounting and Staffing and is based in Pimpri-Chinchwad, India.
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UndisclosedUndisclosed10 - 49Fontana, CA
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AjobStaff is an Accounting and Staffing company launched in 2000. The team offers Accounting and Staffing and is located in Fontana, California.
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UndisclosedUndisclosed50 - 249Burbank, CA
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In Burbank, California, ModernHR, Inc. Is a midsize Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Genève, Switzerland
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AP Executive - Global Executive Recruitment Specialists is an Accounting company founded in 1990. The firm focuses on Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Ontario, CA
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Square One Staffing-Ontario is an Accounting and Staffing company. They are based in Ontario, California and have small team. Their team provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49
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Liu & Associates LLP is an Accounting company. Headquartered in Edmonton, Canada, their small team focuses on Accounting. The firm was founded in 2000.
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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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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:
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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.
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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.