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 - 49Toronto, Canada
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Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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NineSquared, a Financial Advising & Planning company, specialize in Financial Advising & Planning and Market Research. They were launched in 2013.
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UndisclosedUndisclosed2 - 9Cambridge, Canada
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National Recovery Corp is a Funding & Investment company. Their small team of employees is based in Cambridge, Canada. Their team offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Finally Remote Accounting Teams, a small Accounting company, is headquartered in Toronto, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Port Coquitlam, Canada
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Established in 2019, CFO Inbox is a small Accounting company based in Port Coquitlam, Canada and Vernon, Canada. Their team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Established in 2013, Financial Spectrum is a small Sydney, Australia-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Kitchener, Canada
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Dedicated Bookkeeping Solutions Inc. Is a small Accounting and Funding & Investment company based in Kitchener, Canada. The team specializes in Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Delta Financial Group is a small Sydney, Australia-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosedFreelancerSydney, Australia
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Established in 2017, Plutus Financial Guidance is a Financial Advising & Planning company. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Business Consulting company William Advisory Group was launched in 2015. Headquartered in Pyrmont, Australia, the team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Cumming, GA
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Financial Consultants Group is a Financial Advising & Planning company based in Cumming, Georgia and Alpharetta, Georgia. The team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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SME Growth Services, a small Accounting company, is based in Sydney, Australia. Their services include Accounting and Pay Per Click.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Located in Sydney, Australia, CFV Services is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Headquartered in Las Vegas, Nevada, SJB Financial is a Financial Advising & Planning company. They offer Financial Advising & Planning and Financial Consulting and were established in 2017.
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UndisclosedUndisclosed2 - 9
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Crescent Hill Capital, Inc. Is a Funding & Investment company. The Dallas, Texas-based agency specializes in Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Based in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Latticework Capital Management, LLC is a Funding & Investment company. Based in Dallas, Texas, their small team offers Funding & Investment and Commercial Financing. The company was launched in
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UndisclosedUndisclosed2 - 9Houston, TX
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Alara Ventures is a Funding & Investment company. The Houston, Texas-based company focuses on Funding & Investment and Business Consulting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Based in Markham, Canada, HPAN Group Corp. Is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Shilanski & Associates, Inc is a small Anchorage, Alaska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Head Office Corporate Services is an IT managed services company. They are headquartered in Grande Prairie, Canada and have small team. They provide IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Gather Business Solutions is a small Accounting and Funding & Investment company headquartered in Edmonton, Canada. The team offers Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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SCORE Statistical Consulting Inc. Is a Toronto, Canada-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Pro Collections Limited is a small Toronto, Canada-based call center. Their services include Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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ALL-PRO Business & Bookkeeping Corp., an Accounting company, was established in 2006. The small team provides Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Markham, Canada
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Partners in Credit is a Funding & Investment company. They are located in Markham, Canada and have small team. Their team offers Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Launched in 1983, Risk Resource is a Financial Consulting company. The team focuses on Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Leduc, Canada
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Accounting company King Business Solutions was established in 2010. The firm provides Accounting and Recruiting, and is small.
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UndisclosedUndisclosed2 - 9Houston, TX
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Zeus Companies is a Funding & Investment company. Founded in 2004, the company is headquartered in Houston, Texas. Their team focuses on Funding & Investment and Business Consulting.
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UndisclosedUndisclosed2 - 9Conroe, TX
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In Conroe, Texas, Risiko Corporation is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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U.S. Central Financial is a small Omaha, Nebraska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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POWERS Insurance and Risk Management is a small Insurance Services & Brokers company founded in 1991. Their services include Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed50 - 249Stamford, CT
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Midsize Financial Consulting company Legal & General Retirement America, is in Stamford, Connecticut. The team specializes in Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Addison, TX
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Business Relationships Profits is a Business Consulting company. Their small team is located in Addison, Texas. Their team offers Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Ryan Consulting Group, P.A. Is a Business Consulting company. They provide Business Consulting and Accounting and were launched in 2014. The firm is in Tampa, Florida.
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UndisclosedUndisclosed2 - 9Riverview, FL
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In Riverview, Florida, Luis Zavala Consulting is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Founded in 1960, Brooks International is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Accounting company Ascent Consulting, Inc. Was founded in 2014. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Accountrain inc, an Accounting and Funding & Investment company, is in Ottawa, Canada. They offer Accounting and Funding & Investment.
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UndisclosedUndisclosedFreelancerKitchener, Canada
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Southern Comfort is a social media marketing company. They are located in Kitchener, Canada and have small team. Their services include Social Media Marketing and Content Marketing.
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UndisclosedUndisclosedFreelancerHouston, TX
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PLS Equity, LLC is a Funding & Investment company. Launched in 2018, the agency is headquartered in Houston, Texas. Their team provides Funding & Investment and Business Consulting.
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UndisclosedUndisclosed2 - 9Burnaby, Canada
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DW & Associates, an Accounting company, is based in Burnaby, Canada. The team offers Accounting and Fractional CFO Services.
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UndisclosedUndisclosed2 - 9Stratford, Canada
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Tabworks Bookkeeping Services, an Accounting company, specializes in Accounting and Funding & Investment. The agency is headquartered in Stratford, Canada.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Valesco Industries, LLC is a Funding & Investment company. Their team is headquartered in Dallas, Texas and focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Dayani Castro Group Corp. Is an Accounting company. The firm is in Ottawa, Canada. Their team offers Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Energent, L.P. Is a Financial Advising & Planning company. Established in 2016, the team focuses on Financial Advising & Planning and Funding & Investment. The firm is based in Dallas, Texas.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Commercial Property Management company Reap Capital is based in Dallas, Texas. Their services include Commercial Property Management and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Vedo Accounting, an Accounting and Funding & Investment company, is in Mississauga, Canada. Their services include Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Panos Partners, LLC is a small Funding & Investment company founded in 2016. Their services include Funding & Investment and Commercial Financing.
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UndisclosedUndisclosedFreelancerMarkham, Canada
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Accounting company RNK Professional Corporation is in Markham, Canada. They offer Accounting and Financial Advising & Planning and were launched in 2009.
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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.