Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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$1,000+< $25 / hr50 - 249
Services provided
Founded in 2013, Tech Manos is an Accounting company. The team focuses on Accounting and Back Office Outsourcing.
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$1,000+$50 - $99 / hr10 - 49Poznań, Poland
Services provided
MyTeam Group is an Accounting company. They are located in Poznań, Poland and Barcelona, Spain. Their team provides Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9New Delhi, India
Services provided
Accounting company Erudite Finlop & Lawton Private Limited was established in 2012. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is in New Delhi, India.
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$1,000+$25 - $49 / hr2 - 9Plovdiv, Bulgaria
Services provided
Phone answering service BPO Bulgaria was established in 2014. The small team specializes in Call Center Services and Accounting.
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UndisclosedUndisclosed50 - 249Pasig, Philippines
Services provided
WeSourcely is an Accounting company. Their team is headquartered in San Diego, California and Pasig, Philippines and specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed10 - 49Nashik, India
Services provided
WOWinfotech is a mobile app development firm headquartered in Nashik, India and Nashik, India. They provide Mobile App Development and Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
Services provided
Core Benefits is a HR Consulting company. Founded in 1989, the agency is located in Newport Beach, California. Their services include HR Consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49Amman, Jordan
Services provided
ZADD Holding is a Business Consulting company. They offer Business Consulting and HR Consulting and are headquartered in Amman, Jordan.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
Schwartz, Platz & Associates, CPA is a small Sacramento, California-based Accounting company. The team provides Accounting.
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$1,000+< $25 / hr50 - 249Kandy, Sri Lanka
Services provided
QuickMonday is a Back Office Outsourcing company. Founded in 2013, the company is headquartered in Kandy, Sri Lanka. Their services include Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Kawit, Philippines
Services provided
Accounting company JCSN Accounting Services was established in 2009. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
Services provided
Michael Petrushansky, CPA PC is an Accounting company in Brooklyn, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Your Modern Accountant is a small Toronto, Canada-based Accounting company. The team focuses on Accounting and Business Consulting.
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$10,000+$100 - $149 / hr250 - 999Dhaka, Bangladesh
Services provided
Talent Centric Ltd., an Accounting company, was launched in 2014. In Dhaka, Bangladesh, the team provides Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
Services provided
Grant Thornton Bangladesh, an Accounting company, was established in 2017. In Dhaka, Bangladesh, the team specializes in Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Jamshedpur, India
Services provided
Founded in 2010, Nomosots Outsourcing is a small Jamshedpur, India-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Translation.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Quantum Auditing is a small Accounting company founded in 2011. Their team focuses on Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9Chennai, India
Services provided
Web Design Company | Website Designers in Chennai - Creators Web India is a social media marketing firm. Established in 2010, their team specializes in Social Media Marketing and Advertising.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Launched in 2017, CBD Accounting and Tax Consultant is an Accounting company. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr50 - 249Dhaka, Bangladesh
Services provided
Located in Dhaka, Bangladesh, MAK & CO. Chartered Accountants is an Accounting company. Founded in 2006, the team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Lisboa, Portugal
Services provided
Accounting company HVR Business Consulting was established in 2015. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is in Lisboa, Portugal.
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UndisclosedUndisclosed10 - 49Halifax, Canada
Services provided
BAGE.CA is an Accounting company. Headquartered in Halifax, Canada, the firm was launched in 2011. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
Services provided
APSIS SOLUTIONS LTD. Is a Dhaka, Bangladesh-based Accounting company. They specialize in Accounting and CRM consulting and SI and were founded in 2006.
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UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Davco Consulting is an Accounting company. They provide Accounting and Business Consulting and are located in Torrance, California and Moreno Valley, California.
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UndisclosedUndisclosed10 - 49Montréal, Canada
Services provided
Small Accounting company Lacharite Mccomber Kuczynski, is located in Montréal, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Eminent Accounting and Management Services is an Accounting company launched in 2013. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
CHARLES ANDREW, CPA is an Accounting company. They are based in Glendale, California. Their team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49
Services provided
Powered Books is an Accounting company. The small Los Angeles, California-based team offers Accounting and Business Consulting. The company was launched in 2016.
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UndisclosedUndisclosed2 - 9Québec, Canada
Services provided
Burt Brassard CPA inc., a small Accounting company, is in Québec, Canada. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pasadena, CA
Services provided
Virtual Tax Accountant is an Accounting company. Their small team is located in Pasadena, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Located in Los Angeles, California, Unchained Financial Services is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49East Hartford, CT
Services provided
OEM America is an Accounting company launched in 1996. Their team focuses on Accounting and HR Consulting.
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$1,000+Undisclosed10 - 49Canton, MA
Services provided
Starter-Fluid, LLC, a small Accounting company, is located in Canton, Massachusetts. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mount Olive, NJ
Services provided
TITAN Business Development Group, LLC is a Business Consulting company established in 2008. Their services include Business Consulting and Corporate Training & Coaching.
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$1,000+$50 - $99 / hrFreelancer
Services provided
ProProject Bookkeeping is an Accounting company. The team provides Accounting, and the company is in Brooklyn, New York.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
WPD Management is a Commercial Property Management company. Founded in 2010, the company is located in Chicago, Illinois. Their services include Commercial Property Management and Accounting.
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UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
Services provided
Outsourced HR Solution is a small Burleigh Heads, Australia-based Back Office Outsourcing company. Their services include Back Office Outsourcing and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Payneham, Australia
Services provided
GMA Accounting & Taxation is an Accounting company headquartered in Payneham, Australia. They focus on Accounting.
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Undisclosed$150 - $199 / hr2 - 9Colorado Springs, CO
Services provided
West Group, PC, a small Accounting company, is in Colorado Springs, Colorado and Lincoln, Nebraska. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
Services provided
Logica Accounting Service is an Accounting company in California. The team provides Accounting.
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$5,000+$25 - $49 / hr2 - 9Warszawa, Poland
Services provided
TAX-LEX is an Accounting company. The Warszawa, Poland-based agency was established in 2015. Their services include Accounting.
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UndisclosedUndisclosedFreelancerOmaha, NE
Services provided
W E Stevens PC is an Accounting company. The Omaha, Nebraska-based company was established in 1994. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
Services provided
Stephen Camp CPA LLC is a small Finance & Accounting Outsourcing (FAO) company. Established in 2011, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
Suitless, Inc., a Recruiting company, offer Recruiting and Accounting. They were launched in 2014.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Compu-Tax & Accounting is an Accounting company. The agency is in Phoenix, Arizona. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Meriden, CT
Services provided
Accounting company Lake Financial Services, LLC was established in 2009. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Hartford, CT
Services provided
Headquartered in East Hartford, Connecticut, Slade Company LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
Private Tax Solutions is an Accounting company. Founded in 2015, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
Services provided
Business Consulting company Pro-IS was established in 1998. Based in Fort Collins, Colorado, the team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
Services provided
PMC Tax Services LLC is an Accounting company. They are based in Lincoln, Nebraska and have small team of experts. Their services include Accounting and Business Consulting.
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Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
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$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
34.6/40.020/20 Reviews8.7/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
34.1/40.016.8/20 Reviews10/10 Clients & Experience7.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
33.4/40.018.2/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
32.8/40.017.6/20 Reviews10/10 Clients & Experience5.2/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
32.4/40.017/20 Reviews9.6/10 Clients & Experience5.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
31.5/40.017.6/20 Reviews8.8/10 Clients & Experience5.2/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
31.3/40.015.6/20 Reviews10/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.1/40.017/20 Reviews9.8/10 Clients & Experience4.4/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.9/40.017.6/20 Reviews8.8/10 Clients & Experience4.5/10 Market PresenceService focus
10% Accounting90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
30.8/40.016.6/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
30.8/40.018/20 Reviews8.6/10 Clients & Experience4.2/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
30.6/40.017.2/20 Reviews8.7/10 Clients & Experience4.7/10 Market PresenceService focus
40% Accounting60% Other -
$25,000+Undisclosed250 - 999Sydney, Australia
Ability to deliver
30.2/40.016.4/20 Reviews9.3/10 Clients & Experience4.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr1,000 - 9,999
Ability to deliver
30.1/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
30/40.016.2/20 Reviews10/10 Clients & Experience3.9/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
29.7/40.015.6/20 Reviews10/10 Clients & Experience4.1/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
29.6/40.016.2/20 Reviews9.5/10 Clients & Experience3.9/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
29.5/40.016/20 Reviews9/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
29.4/40.016.4/20 Reviews8.9/10 Clients & Experience4.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$50 - $99 / hr10 - 49
Ability to deliver
29.3/40.016.4/20 Reviews9.5/10 Clients & Experience3.4/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
29.3/40.016.2/20 Reviews8.6/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
29.2/40.016.6/20 Reviews8.1/10 Clients & Experience4.5/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
29/40.016.4/20 Reviews9.2/10 Clients & Experience3.4/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
28.9/40.017.8/20 Reviews6.9/10 Clients & Experience4.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
28.9/40.016.4/20 Reviews8/10 Clients & Experience4.5/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
28.9/40.016.2/20 Reviews7.7/10 Clients & Experience5/10 Market PresenceService focus
100% Accounting -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
28.8/40.016.2/20 Reviews8.3/10 Clients & Experience4.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
28.7/40.016.4/20 Reviews9.3/10 Clients & Experience3/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
28.7/40.016.2/20 Reviews8.4/10 Clients & Experience4.1/10 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.