Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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UndisclosedUndisclosed10 - 49Kochi, India
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GSS Foreign Education Pvt. Ltd is a small Financial Advising & Planning company established in 2010. Their team specializes in Financial Advising & Planning and Immigration Law.
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UndisclosedUndisclosed2 - 9London, England
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UK Tax Point, an Accounting company, provide Accounting and Finance & Accounting Outsourcing (FAO). They were launched in 2022.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Nexswitch Corporate Service Providers is a Business Consulting and Accounting company. Founded in 2022, their team focuses on Business Consulting and Accounting.
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$1,000+$25 - $49 / hr2 - 9Zielona Góra, Poland
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Doradca Finansowy Zielona Góra, a Financial Advising & Planning company, was founded in 2021. The agency provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Warszawa, Poland
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Established in 2021, Doradca Finansowy Warszawa is a Financial Advising & Planning company. The team provides Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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Financial Advising & Planning company Doradca Finansowy Wrocław focuses on Financial Advising & Planning and Commercial Financing. They are in Poland.
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$10,000+$25 - $49 / hr10 - 49Opole, Poland
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Doradca Finansowy Opole is a Financial Advising & Planning company. The Opole, Poland-based company provides Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Established in 2022, Trade Funding Pty Ltd is a small Financial Advising & Planning company located in Sydney, Australia. Their team specializes in Financial Advising & Planning.
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$10,000+$100 - $149 / hr10 - 49Jodhpur, India
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IT strategy consulting company Mfiling was founded in 2003. The company offers IT strategy consulting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Chennai, India
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Accounting company Goodwill India Enterprises is headquartered in Chennai, India. Founded in 2011, the team provides Accounting.
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$25,000+$200 - $300 / hr2 - 9Santa Ana, CA
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TaxExpertsofOC.com is a Santa Ana, California-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Office:907, United Arab Emirates
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Alliance Prime Accounting & Tax Consultancy is a Business Consulting company. They specialize in Business Consulting and Finance & Accounting Outsourcing (FAO) and were established in 2017.
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Undisclosed$150 - $199 / hr10 - 49Umina Beach, Australia
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Coleman Advisory is an Accounting company. The small Umina Beach, Australia-based team specializes in Accounting and Business Consulting. The company was launched in 2003.
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Undisclosed$50 - $99 / hr10 - 49Dubai, United Arab Emirates
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Standard Auditors is an Accounting company. Founded in 1998, the agency is located in Dubai, United Arab Emirates. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Owings Mills, MD
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Business Consulting and Accounting company Clearview Group was launched in 2011. The company focuses on Business Consulting and Accounting, and is midsize.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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IBR Group Accountants, a Business Consulting company, was founded in 2016. The team specializes in Business Consulting and Accounting.
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$1,000+$100 - $149 / hr50 - 249Houston, TX
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Launched in 2018, Books and Balances Inc, a midsize Financial Consulting company, is based in Houston, Texas. Their services include Financial Consulting and Accounting.
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Undisclosed$150 - $199 / hr2 - 9
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Financial Advising & Planning company Simpletax GmbH provides Financial Advising & Planning and Accounting. They were launched in 2014.
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$10,000+$100 - $149 / hr50 - 249Mumbai, India
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DgNote Technologies Pvt. Ltd., an Insurance Services & Brokers company, was founded in 2014. The agency focuses on Insurance Services & Brokers.
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$1,000+$100 - $149 / hr10 - 49Surrey, Canada
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Surrey is an Accounting and Financial Advising & Planning company. They were founded in 2013, and their services include Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr10 - 49Newstead, Australia
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Intrepid Advisory is an Accounting company. In Newstead, Australia and Alexandria, Australia, the firm provides Accounting.
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$1,000+< $25 / hr50 - 249Ahmedabad, India
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Accounting Farm is an Accounting company launched in 2021. The team offers Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Ahmedabad, India and Brampton, Canada.
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UndisclosedUndisclosed2 - 9Houston, TX
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Grapeson M. Wilson CPA LLC is an Accounting company established in 2010. Located in Houston, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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David Kenik is a St. Louis, Missouri-based Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hr50 - 249
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John Labunski is a midsize Business Consulting company founded in 2003. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49
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Based in Dubai, United Arab Emirates, Abundance Financial Brokers LLC is a Financial Consulting company. Founded in 2015, the team focuses on Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Located in Toronto, Canada, Tax Warriors | Tax Accountants Toronto is a small Accounting company. Their services include Accounting and Tax Law.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
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Global Edge Corporate services is a Business Consulting company. The Dubai, United Arab Emirates-based team offers Business Consulting and Public Relations.
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$1,000+$25 - $49 / hr250 - 999Suffern, NY
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FGC+ is a Back Office Outsourcing company based in Suffern, New York and Davao City, Philippines. Established in 2011, the team focuses on Back Office Outsourcing and Call Center Services.
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Undisclosed$25 - $49 / hr2 - 9New Delhi, India
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Hire Accountant India, a Digital Strategy company, is located in New Delhi, India. They focus on Digital Strategy and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Plus Advisors, an Accounting company, focus on Accounting and Business Consulting. They were established in 2010.
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UndisclosedUndisclosed50 - 249
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Midsize Accounting company Mehra CPA, is based in Delta, Canada. Their services include Accounting and Financial Consulting.
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$1,000+< $25 / hr10 - 49T'bilisi, Georgia
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Kudos Georgia is an Accounting company. They focus on Accounting and Business Valuation Services and were launched in 2018.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Origin Business Consultants is an Accounting and Financial Advising & Planning company. They offer Accounting and Financial Advising & Planning and are located in Subiaco, Australia.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Johri CPA` is an Accounting company. The Vaughan, Canada-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Kinetic Finance is a Financial Advising & Planning company. They are located in Manchester, England, and their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Established in 2005, Legal Explus is a small Bolton, England-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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$10,000+$25 - $49 / hr50 - 249Tirana, Albania
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Founded in 2018, 2RM Lab is a midsize Accounting company headquartered in Tirana, Albania. Their team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9
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Duggal Professional Corporation is an Accounting company based in Edmonton, Canada. They focus on Accounting and Financial Advising & Planning and were established in 2015.
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Undisclosed$100 - $149 / hr10 - 49Shrewsbury, England
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Mercian Accountants is an Accounting company established in 2015. Located in Shrewsbury, England, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2004, RSCPA Firm is a small Accounting company. Their team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accurate accounting , a small Accounting company, is based in Rajkot, India. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Headquartered in Austin, Texas, LandMark Community Association Management is a Commercial Property Management company. They specialize in Commercial Property Management and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249
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Founded in 2010, Storage Protector is an Insurance Services & Brokers company. The agency focuses on Insurance Services & Brokers, and is midsize.
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$1,000+Undisclosed2 - 9
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Launched in 2020, Elevate Financial Group, a small Accounting company, is in Vancouver, Canada. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr250 - 999New Delhi, India
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Advance Finserv is a midsize New Delhi, India-based Finance & Accounting Outsourcing (FAO) and Accounting company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr50 - 249Low Moor, England
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Singularity is a midsize Financial Advising & Planning company. Launched in 2015, the team provides Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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JCSN CORP is a small San Diego, California-based Commercial Financing and Accounting company. The team focuses on Commercial Financing and Accounting.
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$25,000+$150 - $199 / hr250 - 999North Sydney, Australia
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Launched in 2000, Fuse Fleet is an Insurance Services & Brokers company. In North Sydney, Australia, the team offers Insurance Services & Brokers and BI & big data consulting & SI.
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$5,000+$100 - $149 / hr10 - 49Karachi, Pakistan
Services provided
Taxpulse is an Accounting company. The company is based in Karachi, Pakistan. Their team offers Accounting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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
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.