Top Financial Services Firms
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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IBR Group Accountants, a Business Consulting company, was founded in 2016. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr50 - 249Houston, TX
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Launched in 2018, Books and Balances Inc, a midsize Financial Consulting company, is based in Houston, Texas. Their services include Financial Consulting and Accounting.
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Undisclosed$150 - $199 / hr2 - 9
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Financial Advising & Planning company Simpletax GmbH provides Financial Advising & Planning and Accounting. They were launched in 2014.
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$10,000+$100 - $149 / hr50 - 249Mumbai, India
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DgNote Technologies Pvt. Ltd., an Insurance Services & Brokers company, was founded in 2014. The agency focuses on Insurance Services & Brokers.
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$1,000+$100 - $149 / hr10 - 49Surrey, Canada
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Surrey is an Accounting and Financial Advising & Planning company. They were founded in 2013, and their services include Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr10 - 49Newstead, Australia
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Intrepid Advisory is an Accounting company. In Newstead, Australia and Alexandria, Australia, the firm provides Accounting.
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$1,000+< $25 / hr50 - 249Ahmedabad, India
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Accounting Farm is an Accounting company launched in 2021. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Ahmedabad, India and Brampton, Canada.
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UndisclosedUndisclosed2 - 9Houston, TX
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Grapeson M. Wilson CPA LLC is an Accounting company established in 2010. Located in Houston, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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David Kenik is a St. Louis, Missouri-based Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hr50 - 249
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John Labunski is a midsize Business Consulting company founded in 2003. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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Based in Dubai, United Arab Emirates, Abundance Financial Brokers LLC is a Financial Consulting company. Founded in 2015, the team focuses on Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Located in Toronto, Canada, Tax Warriors | Tax Accountants Toronto is a small Accounting company. Their services include Accounting and Tax Law.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Global Edge Corporate services is a Business Consulting company. The Dubai, United Arab Emirates-based team offers Business Consulting and Public Relations.
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$1,000+$25 - $49 / hr250 - 999Suffern, NY
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FGC+ is a Back Office Outsourcing company based in Suffern, New York and Davao City, Philippines. Established in 2011, the team focuses on Back Office Outsourcing and Call Center Services.
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Undisclosed$25 - $49 / hr2 - 9New Delhi, India
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Hire Accountant India, a Digital Strategy company, is located in New Delhi, India. They focus on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Plus Advisors, an Accounting company, focus on Accounting and Business Consulting. They were established in 2010.
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UndisclosedUndisclosed50 - 249
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Midsize Accounting company Mehra CPA, is based in Delta, Canada. Their services include Accounting and Financial Consulting.
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$1,000+< $25 / hr10 - 49T'bilisi, Georgia
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Kudos Georgia is an Accounting company. They focus on Accounting and Business Valuation Services and were launched in 2018.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Origin Business Consultants is an Accounting and Financial Advising & Planning company. They offer Accounting and Financial Advising & Planning and are located in Subiaco, Australia.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Johri CPA` is an Accounting company. The Vaughan, Canada-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Kinetic Finance is a Financial Advising & Planning company. They are located in Manchester, England, and their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Established in 2005, Legal Explus is a small Bolton, England-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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$10,000+$25 - $49 / hr50 - 249Tirana, Albania
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Founded in 2018, 2RM Lab is a midsize Accounting company headquartered in Tirana, Albania. Their team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
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Duggal Professional Corporation is an Accounting company based in Edmonton, Canada. They focus on Accounting and Financial Advising & Planning and were established in 2015.
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Undisclosed$100 - $149 / hr10 - 49Shrewsbury, England
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Mercian Accountants is an Accounting company established in 2015. Located in Shrewsbury, England, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2004, RSCPA Firm is a small Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accurate accounting , a small Accounting company, is based in Rajkot, India. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Headquartered in Austin, Texas, LandMark Community Association Management is a Commercial Property Management company. They specialize in Commercial Property Management and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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Founded in 2010, Storage Protector is an Insurance Services & Brokers company. The agency focuses on Insurance Services & Brokers, and is midsize.
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$1,000+Undisclosed2 - 9
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Launched in 2020, Elevate Financial Group, a small Accounting company, is in Vancouver, Canada. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr250 - 999New Delhi, India
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Advance Finserv is a midsize New Delhi, India-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249Low Moor, England
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Singularity is a midsize Financial Advising & Planning company. Launched in 2015, the team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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JCSN CORP is a small San Diego, California-based Commercial Financing and Accounting company. The team focuses on Commercial Financing and Accounting.
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$25,000+$150 - $199 / hr250 - 999North Sydney, Australia
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Launched in 2000, Fuse Fleet is an Insurance Services & Brokers company. In North Sydney, Australia, the team offers Insurance Services & Brokers and BI & big data consulting & SI.
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$5,000+$100 - $149 / hr10 - 49Karachi, Pakistan
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Taxpulse is an Accounting company. The company is based in Karachi, Pakistan. Their team offers Accounting.
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$5,000+$25 - $49 / hr10 - 49La Grande, OR
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Launched in 1993, Berley CPA, LLC is an Accounting and Financial Consulting company. Their team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Business Setup Dubai Devotion is a midsize Accounting company headquartered in Dubai, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49الرياض, Saudi Arabia
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Based in الرياض, Saudi Arabia and Doha, Qatar, Consulting HAUS is a small Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$150 - $199 / hr10 - 49
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Insurance Company is an Insurance Services & Brokers company. Established in 2019, the agency specializes in Insurance Services & Brokers.
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$1,000+$100 - $149 / hr2 - 9
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NOR GESTION COMPTABLE INC. Is an Accounting company. The Montréal, Canada-based company was founded in 2003. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Capital Nomics LLC is a Financial Advising & Planning and Financial Consulting company. They were established in 2023 and specialize in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Abu Dhabi, United Arab Emirates
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AL Tawakkal is a midsize Business Consulting company located in Abu Dhabi, United Arab Emirates and Abu Dhabi, United Arab Emirates. The team offers Business Consulting and Translation.
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$1,000+$25 - $49 / hr2 - 9
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Launched in 2020, rahafinanicals , a small Accounting company, is located in Canfield, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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THE INFINITY GROUP is a Business Consulting company launched in 2019. Located in London, England, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
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East West Help Desk Sp. Z o.o. Is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Warszawa, Poland-based agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49London, England
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Founded in 2018, MHOS is a small Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Garland, TX
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Insurance Services & Brokers company CINCO Auto Insurance is located in Garland, Texas. Founded in 1988, the team specializes in Insurance Services & Brokers.
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$100,000+< $25 / hr10 - 49
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Xceed Billing Solutions is an Insurance Services & Brokers company launched in 2007. The small team provides Insurance Services & Brokers.
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UndisclosedUndisclosed250 - 999
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Precision Accounting intl, an Accounting company, is in Clifton, New Jersey. They offer Accounting and Financial Advising & Planning and were launched in 2008.
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UndisclosedUndisclosedFreelancer
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Payday, Title and Installment Loans is a Commercial Financing and Accounting company. Their small team is in Laredo, Texas. Their services include Commercial Financing and Accounting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+< $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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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
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.