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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UndisclosedUndisclosed10 - 49London, England
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Accounting company Legend Financial and Tax Advisers is in London, England. They specialize in Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Denver, CO
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Launched in 2010, Intrinsic is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Main Valuation is a small Accounting company founded in 2019. Their team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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Founded in 1977, Signum Business Advisers is a small Parramatta, Australia-based Accounting company. Their team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Aiken Warner Leonard PLLC is an Accounting company located in Fairfax, Virginia. The team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Located in Brisbane City, Australia, Market Line Pty Ltd is a small Business Valuation Services company. The team provides Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington, VA
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Valuation Services, Inc. Is a small Arlington, Virginia-based Business Valuation Services company. The team focuses on Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Arlington, VA
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Launched in 1995, Valuation Services, Inc. Is a Business Valuation Services company. Their team provides Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Kalex Valuations Inc. Is a Business Valuation Services company. They are based in Toronto, Canada and have small team. They offer Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Located in Penrith, Australia, Argus Business Valuations is a small Business Valuation Services company. The team provides Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Hartland, WI
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Corporate Valuation Advisors, Inc. Is an Accounting and Business Valuation Services company. Their team is in Hartland, Wisconsin and provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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AT Business Advisors is an Accounting company. Launched in 2002, the team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Southport, Australia
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Envision Business & Wealth Advisors is an Accounting company. They provide Accounting and Business Valuation Services and were launched in 2016.
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UndisclosedUndisclosed2 - 9Rockdale, Australia
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In Rockdale, Australia, Stealth Accountants is an Accounting company. Launched in 2015, the team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Beverly Hills, Australia
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MoonCunningham is an Accounting company. Their small team is based in Beverly Hills, Australia. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Standard Ledger is an Accounting company. Their team is headquartered in Melbourne, Australia. The company specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Colts Neck, NJ
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Based in Colts Neck, New Jersey and Ottawa, Canada, MR Valuation Consulting, LLC is an Accounting company. They offer Accounting and Business Valuation Services and were established in 2000.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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OnVenture, an Accounting company, was launched in 2006. Located in Melbourne, Australia and Narre Warren, Australia, the team provides Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Five Dock, Australia
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Accounting company Tax App Pty Ltd focuses on Accounting and Business Valuation Services. They are in Five Dock, Australia.
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UndisclosedUndisclosed2 - 9Gladesville, Australia
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Founded in 2012, Key Business Accountants is a small Gladesville, Australia-based Accounting company. Their team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosedFreelancerToronto, Canada
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Launched in 2016, Synthesis Valuations is a Business Valuation Services company. Their services include Business Valuation Services and Accounting.
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UndisclosedUndisclosed2 - 9Docklands, Australia
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Smart Business Advisors Australia is a Docklands, Australia-based Accounting company. They provide Accounting and Business Valuation Services and were launched in 2016.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Allmand Jones & Partners is an Accounting company. Founded in 1974, the team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Windsor, Canada
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Capital Assist is an Accounting company. Their team is headquartered in Windsor, Canada and specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Cheshire, CT
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Run[Accounting] is a small Accounting company located in Cheshire, Connecticut. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerMontreal, Canada
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Launched in 2009, UCAS Real Estate Appraisals is a small Business Consulting company. Their services include Business Consulting and Commercial Property Management.
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UndisclosedUndisclosed50 - 249Tampa, FL
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Financial Advising & Planning company LCG Advisors offers Financial Advising & Planning and Business Valuation Services. They were launched in 2003.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Success Accounting Services, an Accounting company, is headquartered in Edmonton, Canada. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Blue Ash, OH
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Launched in 1990, Cassady Schiller CPAs & Advisors, a midsize Business Consulting company, is located in Blue Ash, Ohio. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Muhammad Nasrullah CPA is a small Toronto, Canada-based Accounting company. The team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Kertzman Valuations Inc. Is a Business Valuation Services company headquartered in Toronto, Canada. They offer Business Valuation Services and Business Consulting and were established in 2017.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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MNZ Professional Corporation, an Accounting company, was established in 2014. Located in Edmonton, Canada, the team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Jefferson, NJ
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The Red Maple Group is an Accounting company. Their team is based in Jefferson, New Jersey and provides Accounting and Intellectual Property Law.
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UndisclosedUndisclosedFreelancerVaughan, Canada
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Business Valuation Services company Stewart Business Valuations Inc. Was established in 2007. The team provides Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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Headquartered in Montréal, Canada, Narose is a small Accounting company. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Fairlawn, OH
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Small IT managed services company W3 Global Accounting, is based in Fairlawn, Ohio and Worthington, Ohio. Their services include IT managed services and Business Consulting.
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UndisclosedUndisclosedFreelancer
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FC CONSULTING LLC is an Accounting and Business Valuation Services company. The Miami, Florida-based company was established in 2017. Their services include Accounting and Business Valuation
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UndisclosedUndisclosed2 - 9Cambridge, Canada
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Digital Cloud Accounting & Tax, a small Accounting company, is based in Cambridge, Canada. The team focuses on Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9
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Founded in 2008, K Liu Accounting Services Inc. Is a small Accounting company. Their team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Kenway Mack Slusarchuk Stewart LLP, a small Accounting company, is headquartered in Calgary, Canada. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Farmington, CT
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Friedman Kannenberg & Company is an Accounting company. They are based in Farmington, Connecticut, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49New York, NY
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FTS US Inc. Is an Accounting company. They are located in New York, New York, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Miami, FL
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Headquartered in Miami, Florida, Cassel Salpeter and Co. Is a small Commercial Financing company. The team focuses on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249New York, NY
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Solomon Partners is a Commercial Financing company located in New York, New York and Chicago, Illinois. They focus on Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Saskatoon, Canada
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Suncorp Valuations is a Saskatoon, Canada-based Business Valuation Services company. The team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Salt Creek Partners is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Bedford, NH
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BaldwinClarke, a Financial Advising & Planning company, was founded in 1971. The agency focuses on Financial Advising & Planning and Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed50 - 249Greensboro, NC
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DMJPS, a midsize Accounting company, is headquartered in Greensboro, North Carolina and Asheville, North Carolina. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boston, MA
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Newbury Piret is a small Boston, Massachusetts-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Pendo Advisors, LLC is a Business Valuation Services company established in 2009. The small team provides Business Valuation Services and Financial Advising & Planning.
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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
32.3/40.016.6/20 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.