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 - 9Edmonton, Canada
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Bonstar Accounting Services Inc. Is a small Accounting company established in 2014. Their team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Established in 2016, Risk Balance Inc. Is an Insurance Services & Brokers and Financial Consulting company. The team focuses on Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed50 - 249Vancouver, Canada
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Occams Advisory is a Financial Consulting company launched in 2012. Their team specializes in Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Atlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9
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DISEQUALISE is an Accounting company based in Toronto, Canada. Founded in 2015, the team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Club Vita, a Financial Consulting company, was founded in 2008. They offers Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Reach Recruitment Group is an Accounting company in Toronto, Canada. Founded in 2012, the team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Financial Consulting company METSCO Energy Solutions provides Financial Consulting and Financial Advising & Planning. They are in Vaughan, Canada and Calgary, Canada.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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Purves Redmond Limited is a Financial Consulting company. Their midsize team is in Toronto, Canada. Their services include Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Cambridge, Canada
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Intact Public Entities is a Cambridge, Canada-based Insurance Services & Brokers company. They provide Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed50 - 249Edmonton, Canada
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Financial Consulting company CWB Wealth is based in Edmonton, Canada. Their services include Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Mississauga, Canada
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Accounting company The Cognizers is based in Mississauga, Canada. The team focuses on Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9
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Financial Advising & Planning company MNP Debt was founded in 1996. The small team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Financial Advising & Planning and Financial Consulting company WealthCo was launched in 1999. The small team offers Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Rajiv Juneja CPA, a small Accounting company, is in Edmonton, Canada. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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Kelson Financial, a Financial Advising & Planning and Financial Consulting company, was launched in 2004. The agency provides Financial Advising & Planning and Financial Consulting, and is small.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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INFOR Financial, a Financial Consulting company, was founded in 2015. The team offers Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Yates Whitaker Private Wealth is a small Accounting company headquartered in Edmonton, Canada. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9London, England
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AXIOS RE is a Financial Consulting company. Their team is located in London, England. The firm provides Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Dartford, England
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Knowledge Base Associates (Pvt) Ltd is a small Financial Consulting company based in Dartford, England. Their services include Financial Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Red Deer, Canada
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Cornish Harder Niederle LLP is a small Accounting company in Red Deer, Canada. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Red Deer, Canada
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Swainson Alexander LLP is an Accounting company. Their small team is headquartered in Red Deer, Canada. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Caravel is a Financial Consulting company. The team is headquartered in London, England and Luxembourg, Luxembourg, and their services include Financial Consulting and Accounting.
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UndisclosedUndisclosed250 - 999London, England
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Moorhouse is a Business Consulting company launched in 2004. The firm offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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NSB Risk Advisory is an Insurance Services & Brokers company. The small Sydney, Australia-based team provides Insurance Services & Brokers and Financial Consulting. The agency was established in
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UndisclosedUndisclosed2 - 9Sydney, Australia
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LeCornu Risk Advisory, a Financial Consulting company, was founded in 1974. The company focuses on Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
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Accounting company RBP Chartered Accountants was founded in 2019. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed50 - 249Leeds, England
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Progeny is a Business Consulting company. The Leeds, England-based firm was established in 2016. Their team offers Business Consulting and Commercial Financing.
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UndisclosedUndisclosed50 - 249London, England
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SRLV is an Accounting company. Launched in 1988, the team offers Accounting and Commercial Financing. The firm is based in London, England.
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UndisclosedUndisclosed2 - 9London, England
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Mouktaris & Co, an Accounting company, was launched in 1979. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Taylor Associates LLP is an Accounting company founded in 2012. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Leicester, England
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Financial Advising & Planning company Mark J Rees LLP was established in 1938. The company specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Whitfield Wealth Management, a Financial Advising & Planning company, is located in Manchester, England. Launched in 2019, the team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Nether Poppleton, England
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Based in Nether Poppleton, England, Inglis Chartered Accountants is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49York, England
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Change Accountants is an Accounting company. They are in York, England. Their team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed10 - 49Oxford, England
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Oxentia, a Business Consulting company, was launched in 2004. The team offers Business Consulting and Accounting and is located in Oxford, England.
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UndisclosedUndisclosed50 - 249Birmingham, England
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PKF Smith Cooper is an Accounting company established in 1985. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Derby, England
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Small Accounting company Adrian Mooy & Co, is based in Derby, England. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Burton upon Trent, England
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Nuvo is an Accounting company launched in 2004. The team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Derby, England
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Sibbalds Chartered Accountants is an Accounting company. They were established in 1928, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Derby, England
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Johnson Tidsall, a small Accounting company, is headquartered in Derby, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Derby, England
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Bates Weston is a small Accounting company located in Derby, England. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Birmingham, England
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Henwood Court Financial Planning Limited is a Financial Consulting company. The Birmingham, England-based team focuses on Financial Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Doha, Qatar
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Wepop Info Solutions is a custom software development firm. Located in Doha, Qatar, the company was launched in 2016. Their team specializes in Custom Software Development and Mobile App
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UndisclosedUndisclosed50 - 249Clarksburg, MD
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TriOptus is an IT staff augmentation company. Their team is located in Clarksburg, Maryland and Kothaguda, India. The firm offers IT staff augmentation and Custom Software Development.
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UndisclosedUndisclosedFreelancerLas Vegas, NV
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Social media marketing firm Black Dragon Enterprises focuses on Social Media Marketing and Search Engine Optimization. They were founded in 2011.
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UndisclosedUndisclosed2 - 9McLean, VA
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Accounting company E-talentnetwork is headquartered in McLean, Virginia. They provide Accounting and Staffing.
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UndisclosedUndisclosed2 - 9McLean, VA
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Founded in 1997, 22nd Century Technologies Inc. (TSCTI), a small Accounting company, is based in McLean, Virginia. Their services include Accounting and Recruitment Process Outsourcing.
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UndisclosedUndisclosed50 - 249Ashburn, VA
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Pan Asia Resources, a Recruitment Process Outsourcing company, is headquartered in Ashburn, Virginia. Launched in 2003, the team focuses on Recruitment Process Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Bratislava, Slovakia
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QS GO Solutions s.r.o., a mobile application development firm, was launched in 2020. Headquartered in Bratislava, Slovakia, the team focuses on Mobile App Development and Event Marketing.
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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.