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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UndisclosedUndisclosed50 - 249Campbell, CA
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IT managed services company OSI Engineering, Inc. Was founded in 2010. Based in Campbell, California, the team specializes in IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Nexus Talent Connect, LLC is a Corporate Training & Coaching company. The San Diego, California-based team focuses on Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Independence, OH
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OneSparQ is an Independence, Ohio-based IT staff augmentation company. Their services include IT staff augmentation and Accounting.
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UndisclosedUndisclosed10 - 49Beachwood, OH
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Nestar Technologies is an Accounting company. The team provides Accounting and Staffing and is in Beachwood, Ohio.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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Staff CX, a small Accounting company, is located in Cincinnati, Ohio. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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IBEX Talent Resources is a small Recruitment Process Outsourcing company based in Cleveland, Ohio. The team offers Recruitment Process Outsourcing and IT staff augmentation.
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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SANREC GLOBAL is an Accounting company. Their small team is headquartered in Parramatta, Australia. Their team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Lincoln, RI
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ELEMENT2 GROUP is an IT staff augmentation company. Launched in 2021, the agency is in Lincoln, Rhode Island. Their team focuses on IT staff augmentation and Accounting.
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UndisclosedUndisclosed250 - 999Duncan, SC
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Established in 1977, HKA Enterprises is an Accounting company. The company specializes in Accounting and Staffing, and is midsize.
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UndisclosedUndisclosed10 - 49Kitchener, Canada
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RPO SERVICES is an Accounting company based in Kitchener, Canada. They provide Accounting and Sales Outsourcing.
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UndisclosedUndisclosed1,000 - 9,999Vancouver, Canada
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Headquartered in Vancouver, Canada, NR Consulting is a Recruitment Process Outsourcing company. Their services include Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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PTS Consulting Services is a big data analytics company. The Toronto, Canada-based agency offers BI & big data consulting & SI and IT managed services.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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AG Globe Services is a Recruitment Process Outsourcing company. Based in Toronto, Canada, their team offers Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Surrey, Canada
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CanMar, a small Recruitment Process Outsourcing company, is in Surrey, Canada. The team provides Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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MONARCHJAIS is a Corporate Training & Coaching company. The firm is located in Toronto, Canada. Their team provides Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Athenian Group is an Accounting company. Their small team of employees is in Calgary, Canada. Their team provides Accounting and Staffing.
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UndisclosedUndisclosed250 - 999London, Canada
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Invisor Consulting Services is a midsize London, Canada-based Accounting company. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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One Eight Nine Search Inc. Is a small Recruitment Process Outsourcing company based in Toronto, Canada. Their services include Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Zürich, Switzerland
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Experis Switzerland is a midsize Recruiting company. Launched in 1999, the team focuses on Recruiting and Recruitment Process Outsourcing.
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UndisclosedUndisclosed10 - 49Halle (Saale), Germany
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Job Nile, a Recruitment Process Outsourcing company, was established in 1999. The small team provides Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Hergiswil, Switzerland
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Coopers Group AG is a midsize Recruitment Process Outsourcing company. Established in 2010, the team offers Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49
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Keys Recruiters is a Recruitment Process Outsourcing company. Headquartered in Cairo, Egypt and El Obour City, Egypt, the team provides Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Brienz, Switzerland
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Circle8 Total Talent Flow, a Recruitment Process Outsourcing company, was established in 1986. They specializes in Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Zürich, Switzerland
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Headcount is a small Recruitment Process Outsourcing company in Zürich, Switzerland. Their services include Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed250 - 999
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Midsize Recruitment Process Outsourcing company Trilogy, is headquartered in Giza, Egypt. Their services include Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Cairo, Egypt
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JobiN is an Accounting company. Founded in 2015, the firm is located in Cairo, Egypt. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed50 - 249St. Louis Park, MN
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Equity Staffing Group is a midsize St. Louis Park, Minnesota-based Business Consulting company. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Consultonality is a Corporate Training & Coaching company based in Toronto, Canada. Established in 2022, the team focuses on Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed2 - 9
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Iliopportunities is a small Montreal, Canada-based Recruitment Process Outsourcing company. Their services include Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9
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VLN Informatics Workforce Services, a CRM consulting and SI company, was launched in 2022. The agency focuses on CRM consulting and SI and Accounting, and is small.
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UndisclosedUndisclosed10 - 49Dhaka, Bangladesh
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Established in 1991, AAA Finance & Investment Limited is a Commercial Financing company. The firm specializes in Commercial Financing and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9
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BOSSHIRE is a Recruitment Process Outsourcing company. Established in 2018, their team offers Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249广州市, China
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Established in 1993, Tangspac Consulting is an IT staff augmentation company. Their team specializes in IT staff augmentation and Accounting.
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UndisclosedUndisclosed250 - 999Rio de Janeiro, Brazil
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Aldelia is a midsize Rio de Janeiro, Brazil-based Recruitment Process Outsourcing company. The team focuses on Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Su Zhou Shi, China
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TransFingo is an IT staff augmentation company. The Su Zhou Shi, China-based company was established in 2003. Their team offers IT staff augmentation and Accounting.
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UndisclosedUndisclosed50 - 249Medellín, Colombia
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Founded in 2018, Total Talent Human Resources is a Corporate Training & Coaching company. The team provides Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed10 - 49Provo, UT
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Clarke Capital Partners is a Funding & Investment company. Launched in 1998, the firm is in Provo, Utah. Their team specializes in Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Lahore, Pakistan
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IMG Advisors LLC is an IT strategy consulting company. Launched in 2008, the company focuses on IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Melville, NY
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Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.
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UndisclosedUndisclosed2 - 9Orland Park, IL
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Integrity Sports Agency is a small Corporate Training & Coaching company based in Orland Park, Illinois. The team offers Corporate Training & Coaching and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Toronto, Canada
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In Toronto, Canada and Doha, Qatar, SDImktg is a midsize branding firm. The team focuses on Branding and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Sandringham, Australia
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OMP Sports Management , a Corporate Training & Coaching company, is located in Sandringham, Australia. The team focuses on Corporate Training & Coaching and Sports Marketing.
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UndisclosedUndisclosed2 - 9Summerside, Canada
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Worklinks Inc. Is an Accounting company founded in 2008. The team provides Accounting and is in Summerside, Canada and Toronto, Canada.
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UndisclosedUndisclosed2 - 9London, Canada
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Taron Bookkeeping & Consulting is an Accounting company. Their team is based in London, Canada. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Established in 2018, Taxonic Corporation is an Accounting company. The team focuses on Accounting and is in Ottawa, Canada.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Zak Accounting Professional Corporation is an Accounting company. Their team is located in Ottawa, Canada and focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Founded in 1987, Ashton Tax is a small Accounting company in Ottawa, Canada. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Parsian Financial Group Inc. Is an Accounting company. They were established in 2003, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Scalability Inc. Is an Accounting company located in Toronto, Canada. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Small Accounting company V-TAC Payroll Management, is headquartered in Toronto, Canada. Their services include Accounting.
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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.