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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Sports Marketing company BE GR8 Sport was launched in 2013. The small team focuses on Sports Marketing and Talent Representation.
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UndisclosedUndisclosed2 - 9Milano, Italy
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Excellence Sport is a Talent Representation company. Located in Milano, Italy, their team offers Talent Representation and Sports Marketing.
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UndisclosedUndisclosed2 - 9Bologna, Italy
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In Bologna, Italy, SIMAR Revisioni S.r.l. Is an Accounting company. Established in 1987, the team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Launched in 1994, StoneBridge Business Partners is an Accounting company. The team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9East Aurora, NY
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Philipps and Brooks, CPAs, PC is an Accounting company. They were launched in 1989, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Established in 2010, BizEquity is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Milano, Italy
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Founded in 2023, RP Legal & Tax is an Accounting company. The team focuses on Accounting and Tax Law.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Q3 Tax Solutions is an Accounting company. They are headquartered in Sacramento, California and have small team of experts. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Accounting company Accounting & Valuation LLC was established in 2022. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Paris, France
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Ansa is a Business Consulting company. They are located in Paris, France, and their services include Business Consulting and Environmental Consulting.
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UndisclosedUndisclosed10 - 49
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Commercial Financing company TPS - Transfer Pricing Specialists specializes in Commercial Financing and Accounting. They were founded in 2010.
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UndisclosedUndisclosed2 - 9Madrid, Spain
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All In Sports Group is a Business Consulting company. The team is headquartered in Madrid, Spain, and their services include Business Consulting and Sports Marketing.
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UndisclosedUndisclosed2 - 9Alicante (Alacant), Spain
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Sol Sports Properties , a Commercial Property Management company, was launched in 2022. The agency focuses on Commercial Property Management and Talent Representation.
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UndisclosedUndisclosed10 - 49
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Four Corners Valuations, a Market Research company, specialize in Market Research and Accounting. They were founded in 2023.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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Founded in 2018, Kaiser & Bonds LLP is an Accounting company. The team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Woodbridge, CT
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Founded in 1916, Bailey Moore Glazer Schaefer and Proto, LLP is an Accounting company. The team offers Accounting and Litigation Support Services.
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UndisclosedUndisclosed50 - 249New York, NY
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Headquartered in New York, New York, T&M USA, LLC is a Cybersecurity company. They focus on Cybersecurity and Business Consulting and were launched in 1981.
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UndisclosedUndisclosed50 - 249Toronto, Canada
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The Value Builder System™ is a Financial Advising & Planning company. Located in Toronto, Canada, the company specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9
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Avenue Sports Management, a Corporate Training & Coaching company, was launched in 2019. The firm specializes in Corporate Training & Coaching and Talent Representation, and is small.
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UndisclosedUndisclosed2 - 9Guelph, Canada
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Small Talent Representation company Maloney & Thompson Sports Management, is located in Guelph, Canada. The team specializes in Talent Representation and Marketing Strategy.
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UndisclosedUndisclosed2 - 9
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Vantage Sports Agency is a small Talent Representation company in Lachine, Canada. The team offers Talent Representation and Branding.
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UndisclosedUndisclosed50 - 249Edmonton, Canada
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KBH Chartered Professional Accountants is an Accounting company in Edmonton, Canada. They offer Accounting and Business Valuation Services and were founded in 1981.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Envision Sports & Entertainment is a Talent Representation company founded in 2012. Their services include Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9
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Founded in 2015, ATG Sports Management is a Talent Representation company. The firm specializes in Talent Representation and Branding, and is small.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Cohen Hamilton Steger & Co. Inc. Is a Business Valuation Services company launched in 2010. Based in Toronto, Canada, the team focuses on Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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White & Lewis Inc., a Commercial Financing company, is headquartered in Toronto, Canada. The team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Clear Insight is a small Business Consulting company headquartered in Oakville, Canada. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Accounting company Feldstein & Associates LLP was launched in 1953. Based in Markham, Canada, the team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Madrid, Spain
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C. Lewis & Company is a Business Consulting company established in 2003. The company provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Can-World Finance Services, a Commercial Financing company, is in Calgary, Canada. They specialize in Commercial Financing and Accounting and were established in 1997.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Kleverr Management Solutions is an Accounting company. The Toronto, Canada-based agency provides Accounting and Business Valuation Services.
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Located in Toronto, Canada, VFDR Inc. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Haymarket, Australia
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Located in Haymarket, Australia, SBS Business Advisory is an Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Hawthorn, Australia
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Smith Feutrill is an Accounting company. Their team is located in Hawthorn, Australia. The firm provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Revesby, Australia
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Established in 2015, HELM ADVISORY is a small Revesby, Australia-based Accounting company. Their team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Hamilton East, Australia
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Accounting company Delbridge Forensic Accounting was established in 2014. The firm specializes in Accounting and Business Valuation Services, and is small.
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UndisclosedUndisclosed10 - 49Esher, England
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Samera is a Business Consulting company. In Esher, England, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Rush, Ireland
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Launched in 2009, Insurance Claim Solutions is a small Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Cork, Ireland
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WENTWORTH Audit Tax Advisory, an Accounting company, was launched in 2014. The team offers Accounting and Litigation Support Services and is headquartered in Cork, Ireland.
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UndisclosedUndisclosed10 - 49Beaconsfield, England
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Harwood Hutton is an Accounting company. They provide Accounting and Business Valuation Services and were launched in 1957. The company is headquartered in Beaconsfield, England.
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UndisclosedUndisclosed2 - 9Clayton-le-Woods, England
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Big Hand Group is an Accounting company. Their small team is located in Clayton-le-Woods, England. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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John McElhinney & Co., is an Accounting company. The Dublin, Ireland-based firm was founded in 1933. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dublin, Ireland
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Headquartered in Dublin, Ireland, Somers Murphy & Earl is a small Business Consulting company. The team specializes in Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49London, England
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Lombard Private Clients, a Financial Advising & Planning company, is in London, England. They offer Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Leeds, England
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Launched in 2010, Care Accountancy Ltd. Is an Accounting company. Based in Leeds, England and Birmingham, England, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Smart Accounting & Business Services is a London, England-based Accounting company. They offer Accounting and Corporate Training & Coaching and were established in 2018.
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UndisclosedUndisclosed250 - 999Dublin, Ireland
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Established in 1920, Arthur Cox LLP is a Corporate Law company. Based in Dublin, Ireland and Belfast, Northern Ireland, the team focuses on Corporate Law and Finance Law.
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UndisclosedUndisclosed2 - 9Whitchurch-Stouffville, Canada
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Gil Scott Sports Management, a Talent Representation company, was founded in 1979. They focuses on Talent Representation and Branding.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Launched in 2010, CKM Sports Management Ltd is a Talent Representation company. Located in Vancouver, Canada, the team offers Talent Representation and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Great Oak Litigation Support, a Litigation Support Services company, is in Toronto, Canada. They specialize in Litigation Support Services and Accounting.
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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
32.5/40.016.8/20 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.