Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Lekki, Nigeria
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Commercial Financing company Accountech offers Commercial Financing and Accounting. They are based in Lekki, Nigeria.
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$10,000+$150 - $199 / hr2 - 9Irvine, CA
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Established in 2019, Construction Cost Accounting is a small Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
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A Tax Defense and Accounting is a small Commercial Financing and Financial Advising & Planning company. They offer Commercial Financing and Financial Advising & Planning and were launched in 2015.
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UndisclosedUndisclosed10 - 49
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Accounting company Pioniew Biuro Rachunkowe is located in Łomianki, Poland. They focus on Accounting and Financial Advising & Planning and were founded in 2000.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Launched in 2019, RNI Consulting is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Launched in 2022, CoPilot Tax, a small Accounting company, is located in Toronto, Canada. Their team specializes in Accounting.
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$1,000+$200 - $300 / hr2 - 9Versailles, KY
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Woodford Financial PLLC, a Finance & Accounting Outsourcing (FAO) company, is located in Versailles, Kentucky. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Arkansas Residential Home Insurance is an Insurance Services & Brokers company. They were established in 2022 and focus on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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MARKEF Accounting is an Accounting company. They are based in Dubai, United Arab Emirates, and their services include Accounting and Business Consulting.
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$1,000+< $25 / hr2 - 9
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Toronto Tax Boutique, a Finance & Accounting Outsourcing (FAO) and Accounting company, is located in Toronto, Canada. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$200 - $300 / hr2 - 9West Vancouver, Canada
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Synertree CMS Inc. Is an Application Management & Support company founded in 2016. The company offers Application Management & Support and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Pioneer Trucking Solutions is an Insurance Services & Brokers company. They are headquartered in Calgary, Canada and have small team. They specialize in Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr10 - 49Pickering, Canada
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In Pickering, Canada, Tax Eagle is an Accounting and Tax Law company. They offer Accounting and Tax Law and were launched in 2015.
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UndisclosedUndisclosed10 - 49Evergreen, CO
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DXA Group is an Accounting company established in 2018. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Gdańsk, Poland
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Siiami is a Finance & Accounting Outsourcing (FAO) company. The Gdańsk, Poland-based firm offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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EP Bookkeeping and Taxes is an Accounting company. Launched in 2013, the company is headquartered in El Paso, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Istanbul, Türkiye
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MEO CONSULTANTS is a small Commercial Financing company located in Istanbul, Türkiye. The team offers Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Accounting company Armada Infotech was launched in 1980. The team focuses on Accounting and Business Consulting and is located in Dubai, United Arab Emirates.
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$1,000+< $25 / hr10 - 49
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UAE Tax Adviser is an Accounting company based in Dubai, United Arab Emirates. They provide Accounting and Tax Law and were founded in 2022.
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$1,000+< $25 / hr2 - 9Toronto, Canada
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Astercube Accounting Outsourcing is an Ahmedabad, India-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9London, England
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FIDELITY GROUP LTD is a Financial Advising & Planning company. The small London, England-based team provides Financial Advising & Planning. The agency was founded in 2023.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Estate Management Counselors, LLC is a Commercial Financing company. Their team is headquartered in Atlanta, Georgia. The agency provides Commercial Financing and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Riyadh, Saudi Arabia
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Arabian access is a Riyadh, Saudi Arabia-based Financial Advising & Planning company. They focus on Financial Advising & Planning and Commercial Financing.
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$1,000+< $25 / hr10 - 49
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KWS FINTECH SERVICES L.L.C - FZ is a SEO services firm launched in 2021. The team provides Search Engine Optimization and Web Design and is based in Dubai, United Arab Emirates.
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$1,000+$25 - $49 / hr10 - 49Sharjah, United Arab Emirates
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Established in 2009, HM Corporate Services is a Business Consulting company. The agency specializes in Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Milsons Point, Australia
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Falcon Advisory is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team specializes in Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9Zagreb, Croatia
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SAPIENTIA Nova is an Accounting company. Launched in 2003, the company specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Established in 2020, The Tax Planet is a Finance & Accounting Outsourcing (FAO) company. Headquartered in New Delhi, India, the team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed1,000 - 9,999
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BK Accounting LLC is an Accounting company. Located in Colorado City, Arizona and Colorado City, Arizona, their team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Nürnberg, Germany
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Westphal+Partner is an Accounting and Tax Law company launched in 2002. The agency focuses on Accounting and Tax Law, and is small.
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$1,000+$25 - $49 / hr10 - 49Chișinău, Moldova
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WINKRAFT BUSINESS GROUP SRL is an Accounting company. Founded in 2017, the team focuses on Accounting and Customer Service Outsourcing.
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UndisclosedUndisclosed10 - 49
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Apex Advisor group is an Accounting company. Founded in 1988, the firm focuses on Accounting and Financial Advising & Planning.
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$25,000+Undisclosed50 - 249
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LendToday, a Financial Advising & Planning company, was founded in 1993. The team specializes in Financial Advising & Planning.
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Undisclosed$25 - $49 / hr2 - 9London, Canada
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MultiTaxServices is a small Accounting company. Founded in 2023, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Established in 2015, Instaccountant is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Raes Associates is a Business Consulting company. Founded in 2012, the team offers Business Consulting and Accounting.
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Undisclosed$25 - $49 / hr2 - 9
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Insurancetaxrealty, a Commercial Brokerage Services company, was established in 1998. The small team focuses on Commercial Brokerage Services and Accounting.
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$1,000+$25 - $49 / hr2 - 9
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Acuity Financial Services is a small Financial Advising & Planning company located in Chadstone, Australia. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Canberra, Australia
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Accounting company Aero Accounting Group - Tax Accountants is located in Canberra, Australia and Surfers Paradise, Australia. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Best Mortgages is a Tauranga, New Zealand-based Financial Advising & Planning company. The team provides Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Haridwar, India
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Legal Dev - Online CA Service Provider Company is a midsize Business Consulting company launched in 2022. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hr50 - 249Orlando, FL
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Oak Street Technologies is a Back Office Outsourcing company. They are based in Orlando, Florida and have midsize team. They offer Back Office Outsourcing and Call Center Services.
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UndisclosedUndisclosed10 - 49Rehoboth Beach, DE
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Riverbend Investment Management is a Financial Advising & Planning company. The team is based in Rehoboth Beach, Delaware, and their services include Financial Advising & Planning.
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$1,000+< $25 / hrFreelancer
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Secure Finance is a Commercial Financing company. The small Toronto, Canada-based team specializes in Commercial Financing and Financial Advising & Planning. The firm was launched in 2022.
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$1,000+< $25 / hr50 - 249Calgary, Canada
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Westcap Wealth is a Financial Advising & Planning company established in 2020. Their team provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Launched in 2020, AccFinOutsourcing - Sage Intacct Accounting is a Finance & Accounting Outsourcing (FAO) company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$100 - $149 / hr2 - 9High Ridge, MO
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Branham IT Solutions, LLC is a Cybersecurity company. In High Ridge, Missouri, the company provides Cybersecurity and Corporate Photography.
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UndisclosedUndisclosedFreelancerNew Delhi, India
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CA Sonia Gupta is a New Delhi, India-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Ahmedabad, India
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ERP consulting and SI and Accounting company ChartersField Consultant LLP is in Ahmedabad, India and Mississauga, Canada. Founded in 2019, the team focuses on ERP consulting and SI and Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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
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.