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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UndisclosedUndisclosed2 - 9Shinjuku City, Japan
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Sherpa Co. Is an Accounting company. They focus on Accounting and Artificial Intelligence and were founded in 2022.
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UndisclosedUndisclosed250 - 999Riyadh, Saudi Arabia
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ECOVIS Saudi Arabia is a data analytics company in Riyadh, Saudi Arabia. They offer BI & big data consulting & SI and Cybersecurity and were launched in 2005.
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UndisclosedUndisclosed50 - 249Pascoe Vale South, Australia
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Global TeleForce Ltd is a Pascoe Vale South, Australia-based Back Office Outsourcing company. They provide Back Office Outsourcing and Accounting and were founded in 2012.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Melioris is a Digital Strategy company. Located in Singapore, Singapore, their small team focuses on Digital Strategy and Accounting. The company was launched in 2002.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Colfax Pty Ltd is a Fractional CFO Services company. The team offers Fractional CFO Services and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Buenos Aires, Argentina
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BlueDraft is a data analytics company. They focus on BI & big data consulting & SI and Artificial Intelligence and were launched in 2011.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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WorkCloud is a small big data company founded in 2014. Their services include BI & big data consulting & SI and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Gent, Belgium
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Established in 2019, Growire Group, a small data analytics company, is in Gent, Belgium. Their team provides BI & big data consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Turnhout, Belgium
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Launched in 2011, Core-S-Ad is a Back Office Outsourcing company. The small team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed50 - 249Del. Álvaro Obregón, Mexico
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Business Consulting company BHR México is in Del. Álvaro Obregón, Mexico. Founded in 1990, the team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Headquartered in Ciudad de México, Mexico, B&B Global Consultores is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Shibuya, Japan
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Kaisha Express INTERNATIONAL is a Business Consulting company launched in 2015. The small team focuses on Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249München, Germany
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PKF IVT is a data analytics company. They are based in München, Germany. Their team provides BI & big data consulting & SI and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Minato City, Japan
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Established in 2005, Global Solutions Consulting Co. Is a small Accounting company. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Central, Hong Kong
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JHT, a Business Consulting company, was founded in 2013. The team specializes in Business Consulting and Accounting and is based in Central, Hong Kong.
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UndisclosedUndisclosed2 - 9Montréal, Canada
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FLUIDEFI is a cloud consulting & SI company. Established in 2020, the team provides cloud consulting & SI and Artificial Intelligence.
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UndisclosedUndisclosed250 - 999Raleigh, NC
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Bernard Robinson & Company L.L.P. Is an Accounting company. Their midsize team of employees is headquartered in Raleigh, North Carolina. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49London, England
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Alma Strategic Communications is a Financial Advising & Planning company. Their team is based in London, England. The company focuses on Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999London, England
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Midsize branding firm Edelman Smithfield, is based in London, England. The team provides Branding and Public Relations.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Easycert is a Rio de Janeiro, Brazil-based SEO services firm. The team offers Search Engine Optimization and Web Design.
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UndisclosedUndisclosed1,000 - 9,999Ridgeland, MS
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HORNE is a Cybersecurity company. They focus on Cybersecurity and Artificial Intelligence and were founded in 1962. The company is located in Ridgeland, Mississippi.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Web design company Ideal Technologies is in Richmond, Virginia. The team provides Web Design and Cybersecurity.
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UndisclosedUndisclosed2 - 9
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FirmOS is an artificial intelligence firm. Their team is based in Sheridan, Wyoming and provides Artificial Intelligence and Accounting.
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UndisclosedUndisclosed250 - 999San Isidro, Peru
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Midsize IT managed services company Optimice International Network, is in San Isidro, Peru. The team focuses on IT managed services and Business Consulting.
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UndisclosedUndisclosed50 - 249Chandigarh, India
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Located in Chandigarh, India, KDA Financial Services is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Elburn, IL
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In Elburn, Illinois, Precision Computer Methods, Inc. Is an ERP consulting and SI and Accounting company. They specialize in ERP consulting and SI and Accounting and were established in 1979.
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UndisclosedUndisclosed250 - 999New Philadelphia, OH
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Rea is an IT strategy consulting company. In New Philadelphia, Ohio, the agency was launched in 1938. Their team offers IT strategy consulting and IT managed services.
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UndisclosedUndisclosed50 - 249Englewood, CO
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Richey May is a cloud consulting & SI company launched in 1985. The team offers cloud consulting & SI and Cybersecurity.
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UndisclosedUndisclosed50 - 249München, Germany
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Founded in 1991, Fortlane Partners, a midsize Market Research company, is headquartered in München, Germany. Their services include Market Research and Business Consulting.
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UndisclosedUndisclosed2 - 9London, England
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Small Accounting company Monarc Finance, is headquartered in London, England. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Headquartered in Dubai, United Arab Emirates, Fiducia Adamantina Investment LLC is a Market Research company. They offer Market Research and Business Consulting and were founded in 2024.
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UndisclosedUndisclosed2 - 9
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My Advisers is a small Business Consulting company. They provide Business Consulting and Commercial Financing and were established in 2019.
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UndisclosedUndisclosed10 - 49
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Located in , Bookkeeper Advisor is a cloud consulting & SI company. They focus on cloud consulting & SI and Business Consulting and were launched in 2025.
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UndisclosedUndisclosed2 - 9Brooklyn, NY
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ISAT CPA is a Business Consulting company. Based in Brooklyn, New York, the firm focuses on Business Consulting 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 -
$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 -
$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
34.1/40.016.8/20 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 -
$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
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.