Top Financial Services Firms
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Featured
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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 - 249Lafayette, LA
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M&H is a Business Consulting company. They were founded in 1978, and their services include Business Consulting and Corporate Training & Coaching.
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UndisclosedUndisclosedFreelancer
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A PLUS RESUME COACH, a Content Writing Services company, is headquartered in Toronto, Canada. The team provides Content Writing Services and Accounting.
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UndisclosedUndisclosed50 - 249Jacksonville, FL
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Mirador, LLC is a Financial Advising & Planning company established in 2015. Their team specializes in Financial Advising & Planning and Conversion Optimization.
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UndisclosedUndisclosed50 - 249Richmond, VA
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Cary Street Partners is a Financial Advising & Planning company. Their team is headquartered in Richmond, Virginia and focuses on Financial Advising & Planning and Conversion Optimization.
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UndisclosedUndisclosed50 - 249New York, NY
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Crewcial Partners LLC ® is a Business Consulting company. Their team is headquartered in New York, New York and focuses on Business Consulting and Funding & Investment.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Syntellis Performance Solutions is a Financial Consulting company. They are in Chicago, Illinois, and their services include Financial Consulting and Market Research.
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UndisclosedUndisclosed10 - 49Roselle, IL
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Small Market Research company CodaBears, Inc, is headquartered in Roselle, Illinois. Their services include Market Research and Conversion Optimization.
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UndisclosedUndisclosed50 - 249Jersey City, NJ
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AlphaCentrix is an IT strategy consulting company launched in 2002. In Jersey City, New Jersey, the team focuses on IT strategy consulting and BI & big data consulting & SI.
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UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
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Data analytics company insightsoftware is headquartered in Raleigh, North Carolina. The team provides BI & big data consulting & SI and Custom Software Development.
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UndisclosedUndisclosed50 - 249Arlington, TX
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Established in 1991, First Rate, Inc, a midsize Conversion Optimization company, is headquartered in Arlington, Texas. Their team provides Conversion Optimization and IT managed services.
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UndisclosedUndisclosed10 - 49North Paravur, India
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GigsBoard, a small Market Research company, is based in North Paravur, India. The team provides Market Research and Architectural Design.
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UndisclosedUndisclosedFreelancerStuart, FL
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Based in Stuart, Florida, Small Hits LLC is a social media marketing agency. They offer Social Media Marketing and Content Marketing and were established in 2021.
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UndisclosedUndisclosed2 - 9Ormond Beach, FL
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ModSquare Design, Inc. Is a small social media marketing firm headquartered in Ormond Beach, Florida. Their services include Social Media Marketing and Email Marketing.
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UndisclosedUndisclosed2 - 9Topeka, KS
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Kansas Business Solutions is a SEO services firm. In Topeka, Kansas, the team provides Search Engine Optimization and Web Design.
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UndisclosedUndisclosed10 - 49Oceanside, CA
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Launched in 2016, Hoffbeck + Co is a small branding company. Their services include Branding and Web Design.
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UndisclosedUndisclosed2 - 9
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Founded in 2016, JK Bookkeeping Limited is an Accounting company. The agency offers Accounting.
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UndisclosedUndisclosed10 - 49London, England
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SH Accounting & Bookkeeping Ltd. Is an Accounting company. Located in London, England, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Better Bookkeeping Solutions Ltd is an Accounting company established in 2021. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerLondon, England
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Not Just Bookkeeping Ltd is an Accounting company. Their small team of employees is located in London, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Cloudkeepers London Ltd. Is an Accounting company. Headquartered in London, England, the agency was established in 2017. Their team offers Accounting.
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UndisclosedUndisclosedFreelancerLondon, England
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Leabridge Bookkeeping is an Accounting company founded in 2013. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9London, England
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Naail & Co Ltd is an Accounting company founded in 2010. The firm specializes in Accounting and Fractional CFO Services, and is small.
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UndisclosedUndisclosedFreelancerLondon, England
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North London Accounting Services Ltd is an Accounting company. Their small team is in London, England and provides Accounting. The company was founded in 2020.
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UndisclosedUndisclosed2 - 9London, England
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121 Company Formation, an Accounting company, was launched in 2011. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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MCas Accounting & Tax Services, an Accounting company, specializes in Accounting. The firm is in London, England.
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UndisclosedUndisclosedFreelancerLondon, England
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LOYALS Accountants & Business Consultants is a London, England-based Accounting company. The team provides Accounting and Branding.
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UndisclosedUndisclosed2 - 9London, England
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Emeralds BS Ltd, a small Conversion Optimization company, is located in London, England. Their services include Conversion Optimization and Product Design.
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UndisclosedUndisclosed2 - 9London, England
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AccountsPro is an Accounting company. The team is headquartered in London, England, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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EHT Accountancy Ltd is an Accounting company. Their team is located in London, England. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9
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Simply PAYE is an Accounting company. They are located in London, England. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Payroll Services London Ltd is a small London, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Excellence Accounting Ltd. Is an Accounting company. The London, England-based team offers Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Accounting company Harvest Accountants Ltd was launched in 2021. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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AccountingPreneur is an Accounting company. They provide Accounting and were established in 2012.
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UndisclosedUndisclosedFreelancerLondon, England
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Accounting company AnRos Consultancy Ltd was founded in 2022. The small team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
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Q Accountants is an Accounting company. They are located in London, England, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
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AMCO Accountants is an Accounting company. They are based in London, England and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49London , England
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Jaffe & Co | American Tax International is an Accounting company founded in 1981. The team provides Accounting.
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UndisclosedUndisclosed2 - 9London , England
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GM Professional Accountants is an Accounting company headquartered in London , England. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Accounting company Simply Tax Advisory is based in London, England. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9London, England
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Accounting company AudTax Accountants & Tax Consultants is headquartered in London, England. Established in 2016, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Founded in 2011, US Global Tax, a small Accounting company, is located in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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British American Tax is an Accounting company. The firm is located in London, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Save Tax Limited is an Accounting company. They were established in 2022 and offer Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Launched in 2012, Xerxes Associates LLP is an Accounting company. The agency offers Accounting, and is small.
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UndisclosedUndisclosed50 - 249London, England
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Opus Business Advisory Group is an Accounting company. The company is located in London, England. Their team specializes in Accounting and Funding & Investment.
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UndisclosedUndisclosed250 - 999London, England
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Xeinadin is a London, England-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249London, England
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Advanta Global is a midsize Accounting company founded in 2003. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249London, England
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Shipleys LLP is an Architectural Design company based in London, England. Launched in 1936, the team specializes in Architectural Design and Video Production.
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UndisclosedUndisclosed250 - 999London, England
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Established in 2013, MGR Weston Kay LLP is an Accounting company. The firm focuses on Accounting, and is midsize.
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.