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 - 249Toronto, Canada
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Founded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Import Sports Ltd., a small Business Consulting company, is located in Ottawa, Canada. Their services include Business Consulting and Talent Representation.
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UndisclosedUndisclosed2 - 9Sherwood Park, Canada
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Link Management is a Talent Representation company. Launched in 1995, the team specializes in Talent Representation and Business Consulting. The agency is in Sherwood Park, Canada.
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UndisclosedUndisclosed50 - 249Markham, Canada
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Williams Meaden & Moore Inc. Is a midsize Litigation Support Services company in Markham, Canada and Vancouver, Canada. Their services include Litigation Support Services and Accounting.
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UndisclosedUndisclosed2 - 9Winnipeg, Canada
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2112 Hockey Agency , a Financial Advising & Planning company, was founded in 2004. Headquartered in Winnipeg, Canada, the team offers Financial Advising & Planning and Talent Representation.
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UndisclosedUndisclosed50 - 249Greater Sudbury, Canada
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FCR | Freelandt Caldwell Reilly LLP, an Accounting company, was launched in 1991. They specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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INTECH Risk Management Inc is a Toronto, Canada-based Business Consulting company. They offer Business Consulting and Insurance Services & Brokers and were established in 1976.
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UndisclosedUndisclosed2 - 9Victoria, Canada
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Headquartered in Victoria, Canada, XPS Group is a Business Valuation Services company. Their services include Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Adaley Appraisal & Consulting Inc. Is a small Oakville, Canada-based Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Edmonton, Canada
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Launched in 1977, Yaremchuk & Annicchiarico LLP , a small Accounting company, is located in Edmonton, Canada. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Accounting and Litigation Support Services company CS Financial Forensics Inc was established in 2019. The company provides Accounting and Litigation Support Services, and is small.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Dover Forensic Accounting is an Accounting and Litigation Support Services company. Founded in 2014, their team provides Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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BFerguson + Associates Inc. Is a Toronto, Canada-based Accounting company. They specialize in Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Canadian Claim Quantification Services is an Insurance Services & Brokers and Litigation Support Services company. Their team offers Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Hamilton, Canada
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Pettinelli Mastroluisi LLP is a small Hamilton, Canada-based Accounting company. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Verificators sp. Z o.o. Is a Litigation Support Services company. Their team is located in Warszawa, Poland. The company offers Litigation Support Services and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Questa Sp. Z o.o. Is a small Litigation Support Services company. They provide Litigation Support Services and BI & big data consulting & SI and were founded in 2012.
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UndisclosedUndisclosed2 - 9London, England
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Kalita Partners is a Cybersecurity company. Their team is based in London, England and Paris, France and specializes in Cybersecurity and Business Consulting.
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UndisclosedUndisclosed1,000 - 9,999Paris, France
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Launched in 2002, EXCO is an Accounting company. Headquartered in Paris, France, the team offers Accounting and HR Consulting.
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UndisclosedUndisclosed250 - 999Roma, Italy
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Founded in 1980, Grassi is a midsize Roma, Italy-based Accounting company. Their team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed10 - 49Washington, DC
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American Council on Renewable Energy (ACORE) is an Environmental Consulting company. Founded in 2001, the team provides Environmental Consulting and Business Consulting.
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UndisclosedUndisclosed2 - 9York, England
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Runagood, an Accounting company, was founded in 2011. The agency offers Accounting and Business Valuation Services, and is small.
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UndisclosedUndisclosed2 - 9London, England
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Fortuous is an Accounting company. Headquartered in London, England, the firm was founded in 2015. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9London, England
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Goldwyns is an Accounting company. The London, England-based agency offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Telford, England
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Clear Accountancy Services Limited, an Accounting company, is based in Telford, England. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Paris, France
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Abergel & Associates is an Accounting company. The small Paris, France-based team offers Accounting and Business Valuation Services. The firm was launched in 1980.
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UndisclosedUndisclosed2 - 9
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PPS Financial Modelling is a London, England-based Accounting company. They provide Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249London, England
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Forensic Risk Alliance is an Accounting company headquartered in London, England and Paris, France. They specialize in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Paris, France
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AFIVAL Audit & Consulting, an Accounting company, is based in Paris, France. The team offers Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Manchester, England
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LitAcc is an Accounting company. The Manchester, England-based firm was launched in 2016. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Plymouth, England
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Harold Duckworth & Co is an Accounting company launched in 1937. Headquartered in Plymouth, England, the team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed250 - 999Palma, Spain
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Accounting company De Micco & Friends Lawyers & Auditors Spain is headquartered in Palma, Spain. Established in 2004, the team focuses on Accounting and Corporate Law.
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UndisclosedUndisclosed2 - 9Barcelona, Spain
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Established in 2016, Klev & Vera International Law Firm, a small Accounting company, is headquartered in Barcelona, Spain. Their services include Accounting and Immigration Law.
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UndisclosedUndisclosed10 - 49Paris, France
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Established in 1984, OCA is a small Accounting company in Paris, France. Their team focuses on Accounting and Banking Law.
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UndisclosedUndisclosed10 - 49Paris, France
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BONIFASSI Avocats is an Accounting company. Founded in 2017, the firm provides Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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LIG Capital Management is an Oklahoma City, Oklahoma-based Financial Advising & Planning company. They offer Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed2 - 9Paris, France
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Business Consulting company Legoux & Associés was launched in 2011. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Switchgrass Capital is a Financial Consulting company. They focus on Financial Consulting and Commercial Property Management and were founded in 2017. The agency is located in Edmond, Oklahoma.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Small Funding & Investment company Tanenbaum Equity Partners, is headquartered in Dallas, Texas. The team specializes in Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Launched in 2003, Precision Equity, a small Funding & Investment company, is headquartered in Tulsa, Oklahoma. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Dhaka, Bangladesh
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Shubhankar Consulting is a Dhaka, Bangladesh-based Business Consulting company. They offer Business Consulting and Accounting and were founded in 2004.
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UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
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Steven Alexander is a Business Consulting company. The Dhaka, Bangladesh-based company focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Forest, Belgium
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Platform HR is a HR Consulting company founded in 2022. The company provides HR Consulting and Recruiting, and is small.
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UndisclosedUndisclosed50 - 249Aliso Viejo, CA
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Kaztronix LLC is a Recruitment Process Outsourcing company. The midsize Aliso Viejo, California-based team specializes in Recruitment Process Outsourcing and Accounting. The firm was founded in
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UndisclosedUndisclosed2 - 9Salem, MA
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Jack Mena Recruit Inc. Is a small Staffing company established in 2020. Their team offers Staffing and Accounting.
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UndisclosedUndisclosedFreelancerMechelen, Belgium
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Business Consulting company Peak Consult is based in Mechelen, Belgium. They provide Business Consulting and Accounting and were launched in 2020.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Teckleap is an IT staff augmentation company. Founded in 2021, the agency is headquartered in Dallas, Texas. Their team specializes in IT staff augmentation and Accounting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Accounting company Grupo ZEU was founded in 2010. The agency provides Accounting and Back Office Outsourcing, and is small.
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UndisclosedUndisclosed2 - 9Frisco, TX
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Staffing company Next Talent Solutions was established in 2017. The company offers Staffing and Recruiting, and is small.
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UndisclosedUndisclosed2 - 9Miami, FL
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Established in 2017, SharedCxO, a small Fractional CFO Services company, is in Miami, Florida. Their services include Fractional CFO Services and Business Consulting.
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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.