Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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ViTreo Group Inc. Is a Business Consulting company. Located in Calgary, Canada, the company was established in 2015. Their team specializes in Business Consulting and Content Marketing.
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UndisclosedUndisclosed50 - 249Bothell, WA
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AG FinTax is a Business Consulting company. In Bothell, Washington, the company focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249York, PA
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Established in 1918, Stambaugh Ness, a midsize Accounting company, is located in York, Pennsylvania. Their team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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GetGrants is a Content Writing Services company. In Toronto, Canada, the company was established in 2010. Their team specializes in Content Writing Services and Event Marketing.
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UndisclosedUndisclosed2 - 9Santa Barbara, CA
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Logistis is a Santa Barbara, California-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Bath, England
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Founded in 2014, citrus HR is a HR Outsourcing company. The team specializes in HR Outsourcing and HR Consulting.
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UndisclosedUndisclosed50 - 249London, England
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Launched in 2010, GrantTree is a midsize London, England-based Content Writing Services company. Their team focuses on Content Writing Services and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Haywards Heath, England
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Keystone Probate, a Content Writing Services company, was established in 2013. The agency focuses on Content Writing Services and Accounting.
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UndisclosedUndisclosed10 - 49Exeter, England
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Granted Consultancy is a small Content Writing Services company headquartered in Exeter, England. The team specializes in Content Writing Services and Corporate Training & Coaching.
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UndisclosedUndisclosedFreelancerCITY EAST, Australia
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AusGrant , a small Content Writing Services company, is headquartered in CITY EAST, Australia. The team offers Content Writing Services and Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Black Swan Diagnostics is a Corporate Training & Coaching company. They are located in Toronto, Canada, and their services include Corporate Training & Coaching and Compliance Consulting.
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UndisclosedUndisclosed1,000 - 9,999Miami, FL
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Citadel is a Business Consulting company launched in 1990. The team offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249St Albans, England
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WMT Chartered Accountants is a Business Consulting company. They are headquartered in St Albans, England, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Spitalfields, England
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Claimer Tech Ltd is an Accounting company. Their small team is headquartered in Spitalfields, England and specializes in Accounting. The firm was launched in 2019.
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UndisclosedUndisclosed50 - 249Kentwood, MI
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Regal Holdings is a Business Consulting company. Launched in 2000, their team focuses on Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9East Kilbride, Scotland
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In East Kilbride, Scotland, Besyncly is a small e-commerce development firm. The team provides E-Commerce Development and CRM consulting and SI.
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UndisclosedUndisclosed50 - 249London, England
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Accounting and Financial Consulting company Financial Chronicles LLC is located in Mc Kinney, Texas and London, England. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Birkirkara, Malta
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Finro Financial Consulting is a Commercial Financing company launched in 2014. Their team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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Constellation Consulting Group, an Accounting company, is based in Dubai, United Arab Emirates. The team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Continuous Scale, a small Funding & Investment company, is in Seattle, Washington. The team offers Funding & Investment and Accounting.
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UndisclosedUndisclosedFreelancerNew York, NY
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Established in 1994, Professional Bookkeeping Service of NY is a small Accounting company located in New York, New York. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Westlake, TX
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Financial Advising & Planning company defi SOLUTIONS was founded in 2012. The team provides Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Louisville, KY
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Strategic Wealth Designers is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Insurance Services & Brokers and are located in Louisville, Kentucky.
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UndisclosedUndisclosed2 - 9Streamwood, IL
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Howfixerrors is an Accounting company. Their small team is in Streamwood, Illinois. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Knutsford, England
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Financial Advising & Planning and Financial Consulting company ICit Business Intelligence was launched in 1999. The team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed50 - 249Bellshill, Scotland
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Kick ICT Group Ltd, an IT managed services company, is based in Bellshill, Scotland and Glasgow, Scotland. They specialize in IT managed services and Cybersecurity.
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UndisclosedUndisclosed10 - 49Houston, TX
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Financial Advising & Planning company The Goff Financial Group was founded in 1994. The team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Fort Worth, TX
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Aspen Wealth Management, a Financial Advising & Planning company, was established in 2004. Headquartered in Fort Worth, Texas, the team offers Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed2 - 9Plano, TX
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Financial Advising & Planning company Surely Now was launched in 2021. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosedFreelancerDallas, TX
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Accounting company Dan Jefferson Tax & Financial Consulting is headquartered in Dallas, Texas. They focus on Accounting and Financial Advising & Planning and were established in 2007.
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UndisclosedUndisclosed10 - 49
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Resource Consulting Group is a Financial Advising & Planning company. Their small team is in Orlando, Florida. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Winter Park, FL
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CFO Strategic Partners is a Winter Park, Florida-based Accounting company. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerRoswell, GA
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Manna Financial Services, LLC is an Accounting company. Launched in 2014, the agency is in Roswell, Georgia. Their team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9The Woodlands, TX
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Mellig Group, a Financial Advising & Planning company, was established in 2016. The small team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Everest Capital Group, a Business Consulting company, was established in 2018. The company offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Hook Norton, England
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S-branch is a big data company. Launched in 2018, their team specializes in BI & big data consulting & SI and Cybersecurity.
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UndisclosedUndisclosedFreelancerWashington, DC
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Finer Finance 101, LLC is a Financial Consulting company headquartered in Washington, District of Columbia. They provide Financial Consulting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Launched in 2020, Blackledge Financial Services is a small Accounting company. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49South Bend, IN
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OpStart is an Accounting company. They provide Accounting and Fractional CFO Services and were launched in 2020.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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OPTY is an Accounting company. The team is headquartered in Edmonton, Canada, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Boston, MA
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Established in 2018, Venture Growth Partners is a small Commercial Financing company. Their team provides Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New York, NY
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Bone Fide Wealth, a Financial Advising & Planning company, was founded in 2016. They offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed250 - 999Washington, DC
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Midsize Accounting company Compass Lexecon, is located in Washington, District of Columbia. The team specializes in Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9New York, NY
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Schneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Ariste Advisors LLC is a Financial Advising & Planning company. Founded in 2020, their team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Established in 2016, Lanyap Financial is an Accounting company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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BAT Financial Group is an Accounting company. The Brooklyn, New York-based firm was launched in 2021. Their team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Founded in 1997, Avant Advisory Group is a Business Consulting company. Headquartered in Los Angeles, California, the team focuses on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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HCR Wealth Advisors is a Financial Advising & Planning company founded in 1988. The team provides Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed250 - 999New York, NY
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Geller is a midsize Accounting company launched in 1984. Their services include Accounting and Financial Advising & Planning.
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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.