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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$1,000+Undisclosed50 - 249Ventura, CA
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American Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Casselberry, FL
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Global Claims Services Inc is a Commercial Financing company. Established in 2000, the company specializes in Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Located in Dubai, United Arab Emirates, Elshoula is a Market Research company. They offer Market Research and Business Consulting and were founded in 2014.
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$1,000+$25 - $49 / hr2 - 9
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BIZ-ADVIZER is an Accounting company. The Kyiv, Ukraine-based team specializes in Accounting and Corporate Law.
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$1,000+$25 - $49 / hr10 - 49
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Stratedge TaxAcc is a small Accounting company established in 2024. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249
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BTW FINANCIAL SERVICES & IMF PVT. LTD, a midsize Insurance Services & Brokers company, is based in Mumbai, India. Their services include Insurance Services & Brokers and Financial Advising &
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UndisclosedUndisclosed10 - 49
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Accounting company Easeup was launched in 2017. The firm offers Accounting and Financial Consulting, and is small.
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Undisclosed$50 - $99 / hr50 - 249
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Recruitment Process Outsourcing company Qodoro focuses on Recruitment Process Outsourcing and Staffing. They were established in 2018.
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$1,000+< $25 / hr10 - 49Sydney, Australia
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Optimisers KPO is a Back Office Outsourcing and Accounting company launched in 2018. In Sydney, Australia, the team focuses on Back Office Outsourcing and Accounting.
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$5,000+< $25 / hr1,000 - 9,999Ahmedabad, India
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IMS Decimal, a Finance & Accounting Outsourcing (FAO) company, was founded in 2006. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49
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Ez Pte Ltd is a Financial Advising & Planning company established in 2004. The team provides Financial Advising & Planning and Commercial Financing.
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$5,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Launched in 2013, Dahhan Business Services is a Business Consulting company. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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Business and Beyond Consulting LLC is a Business Consulting company located in دبي, United Arab Emirates. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9
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Established in 1986, Lockhart & Powell is an Accounting company. Headquartered in Colorado Springs, Colorado, the team focuses on Accounting.
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$1,000+< $25 / hr50 - 249
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Bluebird Partners is a midsize Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning and were founded in 2010.
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UndisclosedUndisclosed10 - 49
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Professional Taxes Inc, a Tax Law and Accounting company, was founded in 1998. The team provides Tax Law and Accounting.
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$1,000+$25 - $49 / hr50 - 249
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Bangladesh Consultant is a Dhaka, Bangladesh-based Financial Advising & Planning company. They provide Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr50 - 249
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End2End Consultant is a midsize New York, New York-based answering service company. The team provides Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49
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BEANbite is a Back Office Outsourcing and Insurance Services & Brokers company in Folsom, California. Their services include Back Office Outsourcing and Insurance Services & Brokers.
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Undisclosed$150 - $199 / hr2 - 9
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Shah Tax & Accounting Services LLC is a Business Consulting company. Their small team is in Morristown, New Jersey. Their services include Business Consulting and Commercial Financing.
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$10,000+$50 - $99 / hr250 - 999
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Ashirbad Fintech Solution is a Financial Advising & Planning company. The midsize Bhubaneswar, India-based team offers Financial Advising & Planning. The company was established in 2021.
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$50,000+$50 - $99 / hr10 - 49
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Vadim Shtivelman is a Commercial Financing company. They specialize in Commercial Financing and Financial Advising & Planning and were established in 2015. The company is based in New York, New
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UndisclosedUndisclosed10 - 49Riyadh, Saudi Arabia
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KHCPA is a Commercial Financing company established in 2019. The firm offers Commercial Financing and Accounting.
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$1,000+< $25 / hr2 - 9
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Established in 2002, Jethani and Associates | CA in Jaipur is a small Business Consulting company. Their team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49
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Gulf Tax Accounting Group is an Accounting company. Their team is in Dubai, United Arab Emirates. The agency specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9
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Headquartered in Basildon, England, Ignite Insurance Brokers Ltd is a small Insurance Services & Brokers company. The team offers Insurance Services & Brokers.
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$1,000+< $25 / hr250 - 999
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Over Easy Office is an Accounting company. Launched in 2018, their team offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed50 - 249
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Established in 2020, Policy Bear is an Insurance Services & Brokers company. Their team provides Insurance Services & Brokers.
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$100,000+$25 - $49 / hr2 - 9
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Julian Hobbs & Co. Is a Financial Advising & Planning company. Located in Welwyn Garden City, England, the team focuses on Financial Advising & Planning and Accounting.
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UndisclosedUndisclosedFreelancer
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Headquartered in Yonkers, New York, AFSOHA Multiservices is a small Accounting company. Their services include Accounting.
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$1,000+Undisclosed10 - 49
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Headquartered in noida, India, SKMC Global is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Spruce Grove, Canada
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The Mortgage Centre We Connect, a Financial Advising & Planning company, focus on Financial Advising & Planning and Financial Consulting. They were founded in 2012.
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$10,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Fort Equity is a Business Consulting company. Launched in 2016, the team provides Business Consulting and Financial Advising & Planning. The firm is in Dubai, United Arab Emirates.
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$50,000+$150 - $199 / hr2 - 9Zephyrhills, FL
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Henriquez Accounting & Tax Services is an Accounting company headquartered in Zephyrhills, Florida. Their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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Beacon Financials is a small Accounting company established in 2004. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Bowdon Accounting is a small Accounting company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2025.
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UndisclosedUndisclosed10 - 49
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Based in Abu Dhabi, United Arab Emirates, Taaza Consultancy LLC is a Business Consulting company. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Goode Bookkeeping & Consulting is an Accounting company located in Glastonbury, Connecticut. They specialize in Accounting and Fractional CFO Services and were established in 2020.
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Undisclosed< $25 / hr2 - 9
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Back Office Outsourcing company DianaHR is located in San Francisco, California. Established in 2024, the team provides Back Office Outsourcing and Accounting.
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$5,000+$25 - $49 / hr50 - 249
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Taxcrafted Solutions, a SEO company, was established in 2023. The company provides Search Engine Optimization and Web Design, and is midsize.
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$250,000+$300+ / hr250 - 999Garforth, England
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Established in 2002, Audit Partnership is a Finance & Accounting Outsourcing (FAO) company. The agency specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49
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Headquartered in Melbourne, Australia, Body Corporate Victoria is a small Commercial Development company. Their services include Commercial Development and Commercial Property Management.
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UndisclosedUndisclosed10 - 49
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Financial Advising & Planning company Asfar Ibrahim was founded in 2013. The small team specializes in Financial Advising & Planning.
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$50,000+$200 - $300 / hr10 - 49
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Profitability Partners is an Accounting company. Their small team is headquartered in Tampa, Florida and offers Accounting and Fractional CFO Services. The agency was established in 2021.
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UndisclosedUndisclosed10 - 49Carlton, Australia
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Australian Credit Savers is a Financial Advising & Planning company. Based in Carlton, Australia, the team specializes in Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Aladdin Bookkeeping, LLC is a small Accounting company based in Littleton, Colorado. The team focuses on Accounting.
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$250,000+$300+ / hr10 - 49Dallas, TX
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Sharma Strategy Group is a Business Consulting company. Established in 2010, the team specializes in Business Consulting and Financial Advising & Planning. The company is in Dallas, Texas.
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UndisclosedUndisclosed2 - 9
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RV Advisory Group Pty Ltd is a small Accounting company headquartered in Wollert, Australia. The team provides Accounting and Business Consulting.
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$250,000+Undisclosed10 - 49World Trust Tower, 50 Stanley Street, Central, Hong Kong, HK, Hong Kong
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Axton Global Sinosure services is a Commercial Financing company. They were established in 2015 and offer Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Ahmedabad, India
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PCS Global Group, an Accounting company, is in Ahmedabad, India and Ahmedabad, India. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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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.