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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UndisclosedUndisclosed2 - 9Grimsby, Canada
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Payroll Funding Canada is an Accounting company. Located in Grimsby, Canada, the company focuses on Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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RKB Accounting, an Accounting company, is headquartered in Vaughan, Canada. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Brampton, Canada
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The Payroll Edge is a PEO/Employee Leasing company. Launched in 1995, the agency is based in Brampton, Canada. Their services include PEO/Employee Leasing and Accounting.
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UndisclosedUndisclosed10 - 49Duluth, MN
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Small Accounting company SuperiorUSA Benefits, is in Duluth, Minnesota and Davenport, Iowa. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Southampton, PA
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Payroll Service Solutions, LLC is a Southampton, Pennsylvania-based Accounting company. They focus on Accounting and HR Outsourcing and were launched in 2001.
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UndisclosedUndisclosed2 - 9Torrance, CA
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Paradigm Payroll Services LLC is an Accounting company based in Torrance, California. They specialize in Accounting and HR Outsourcing and were launched in 2012.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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Accounting company Professional Payroll Services, Inc. Is in Cincinnati, Ohio. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cincinnati, OH
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Pay Magic is a small Accounting company established in 2019. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Advanced Payroll Solutions is an Accounting company. The Columbus, Ohio-based agency was launched in 2004. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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NorthStar Payroll is an Accounting company. They were established in 2005, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Pickerington, OH
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Small Business Payroll Services, LLC is an Accounting company. They are in Pickerington, Ohio. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Toledo, OH
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Buckeye Payroll Services is an Accounting company launched in 1988. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toledo, OH
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Data Service Center Inc. Is an Accounting company. Headquartered in Toledo, Ohio, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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The Accounting Place is an Accounting and Financial Advising & Planning company founded in 1998. The company offers Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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The Accounting and Tax , a small Accounting company, is in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Accounting and Tax is an Accounting company. Their small team is based in Hamilton, Canada and provides Accounting. The firm was established in 2012.
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UndisclosedUndisclosed2 - 9
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Accounting Café Inc. Is an Accounting company. The Mapleton, Canada-based agency offers Accounting.
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UndisclosedUndisclosed10 - 49Irving, TX
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10bits is an IT staff augmentation company. The agency is in Irving, Texas. Their team specializes in IT staff augmentation and Custom Software Development.
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UndisclosedUndisclosed2 - 9
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KJ Accounting is an Accounting and Financial Advising & Planning company. Their small team is headquartered in Toronto, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Quartermaster Payroll Providers is an Accounting company based in Santa Clarita, California. They provide Accounting.
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UndisclosedUndisclosed10 - 49Charlottesville, VA
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Based in Charlottesville, Virginia, MoneyWise Payroll Solutions, Inc. Is an Accounting company. They offer Accounting and HR Consulting and were launched in 1994.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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AZ Accounting is an Accounting company. The agency is located in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ajax, Canada
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Headquartered in Ajax, Canada, MMS Accounting & Bookkeeping Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Midland Park, NJ
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Launched in 2001, EZ Payroll is an Accounting company. Their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Optimal Accounting is an Accounting company. The team is in Toronto, Canada, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Bensalem, PA
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Simplifi Payroll & HR is an Accounting company. They were established in 2016, and their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9
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Blueprint Accounting, Inc. Is an Accounting company. Founded in 2016, the team focuses on Accounting. The company is located in Ottawa, Canada.
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UndisclosedUndisclosed10 - 49
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Based in Atlanta, Georgia, Smith and Stilwell, Inc. Is an Accounting company. They offer Accounting and Video Production.
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UndisclosedUndisclosedFreelancer
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Misic Accounting Chartered Professional Accountant is an Accounting and Financial Advising & Planning company. Established in 2017, the agency offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Optima Benefits & Payroll, LLC, an Accounting company, was founded in 2004. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Clover Accounting is an Accounting company. Their small team is based in Ottawa, Canada and specializes in Accounting. The company was launched in 2017.
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UndisclosedUndisclosed2 - 9New York, NY
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Established in 2015, Payroll Web, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancer
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Waterloo Accounting Services is an Accounting company. The team is headquartered in Waterloo, Canada, and their services include Accounting.
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UndisclosedUndisclosedFreelancerVandalia, OH
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Accounting company Zara Rhone CPA Inc. Was launched in 2012. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vaughan, Canada
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Accounting company AoA Accounting and Financial Services was launched in 2021. The team focuses on Accounting and is in Vaughan, Canada.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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Citi Payroll Services Corporation is an Accounting company. They are in Brooklyn, New York and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Kemptville, Canada
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Lunan Accounting Services is a small Accounting company in Kemptville, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Jacksonville, FL
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Universal Select Inc, an Accounting company, specialize in Accounting and PEO/Employee Leasing. They were established in 1983.
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UndisclosedUndisclosed2 - 9Bradenton, FL
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AAA Payroll Service, Inc. Is an Accounting company in Bradenton, Florida. Launched in 2010, the team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Do Payroll Solutions, LLC is an Accounting company. They were launched in 2018, and their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Payroll Solutions Unlimited, Inc. Is an Accounting company launched in 2008. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Bayview Payroll Services LLC is an Accounting company. The firm is in Fort Lauderdale, Florida. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49
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Small Accounting and Financial Advising & Planning company Honest Accounting, is in Toronto, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Lotus Accounting Professional Corporation is an Accounting and Financial Advising & Planning company founded in 2022. The firm provides Accounting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Kitchener, Canada
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Ark Accounting & Tax is an Accounting company. Headquartered in Kitchener, Canada, their small team specializes in Accounting. The agency was established in 2010.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Accounting company Elkhanagry Accounting was launched in 2003. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Richmond Hill, Canada
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Targeted Accounting is a small Richmond Hill, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Public Business Accounting Services Inc. Is a small Accounting company. They provide Accounting and were established in 1991.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Source Accounting Professional Corporation (CPA) is an Accounting company. Their small team is based in Mississauga, Canada. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
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Sundance Bay is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management and are in Salt Lake City, Utah.
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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.