Top Financial Services Firms
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Featured
What are Featured Providers?
$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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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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Undisclosed< $25 / hr10 - 49Jodhpur, India
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Launched in 2020, Affiliazion, a small social media marketing agency, is in Jodhpur, India. Their team specializes in Social Media Marketing and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Boca Raton, FL
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Troncone CPA is a small Accounting company. They offer Accounting and Tax Law and were founded in 1999.
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UndisclosedUndisclosed10 - 49
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Datatstub US LLC is a small Accounting company located in Herndon, Virginia. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hr10 - 49Almaty, Kazakhstan
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MA Consulting is a Business Consulting company. Their small team of employees is located in Almaty, Kazakhstan. Their team focuses on Business Consulting and Back Office Outsourcing.
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$1,000+$50 - $99 / hr10 - 49Rendlagadda, India
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Located in Rendlagadda, India, Simply Biz is a small Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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Edward Fayer | Group Benefits & Insurance Advisor is an Insurance Services & Brokers company. In Markham, Canada, their team provides Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9Barangaroo, Australia
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Wealth and Wise is an Accounting company. They were founded in 1995 and offer Accounting and Financial Advising & Planning.
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$1,000+$200 - $300 / hr2 - 9Fortitude Valley, Australia
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Based in Fortitude Valley, Australia, Ikigai Wealth is a Financial Advising & Planning company. They specialize in Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Established in 2025, Next Level CFO, LLC is a Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed50 - 249
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Tetris Insurance is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and is headquartered in Kedron, Australia.
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$1,000+< $25 / hr10 - 49
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CapitalMed Solutions is a Back Office Outsourcing company. The agency is headquartered in Sugar Land, Texas. Their services include Back Office Outsourcing and Business Consulting.
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$1,000+< $25 / hr10 - 49West Columbia, SC
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EM Corporate Solutions LLC is an Accounting company. Established in 2018, the team provides Accounting and Funding & Investment.
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$1,000+$50 - $99 / hr10 - 49
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Wages Canada Inc is a Business Consulting company founded in 2019. The team specializes in Business Consulting and Back Office Outsourcing and is headquartered in Cambridge, Canada.
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UndisclosedUndisclosed10 - 49Portimão, Portugal
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Insurance 4 Portugal is an Insurance Services & Brokers company. They are located in Portimão, Portugal. Their team offers Insurance Services & Brokers.
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$10,000+$200 - $300 / hr250 - 999
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Moore Singhi Advisors LLP is a Business Consulting company. Founded in 1940, the team offers Business Consulting and Accounting. The agency is located in Noida, India.
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$5,000+$300+ / hr2 - 9
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Lucid Investments Family Office, a Financial Advising & Planning company, was established in 2017. The small team provides Financial Advising & Planning and Financial Consulting.
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$5,000+$25 - $49 / hr50 - 249
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Established in 2009, Acumen M&A Advisors is a Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Hyderabad, India
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Susmita Sahoo, a midsize Market Research company, is based in Hyderabad, India. Their services include Market Research and Marketing Strategy.
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UndisclosedUndisclosed10 - 49
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VCH & ASSOCIATES LLP is a Finance & Accounting Outsourcing (FAO) company founded in 2017. The company focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+< $25 / hr50 - 249
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Strategists is a Business Consulting and Accounting company established in 2024. The company focuses on Business Consulting and Accounting.
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$5,000+$300+ / hr10 - 49Dubai, United Arab Emirates
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Located in Dubai, United Arab Emirates, The Total CFO is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+$100 - $149 / hr2 - 9Tinley Park, IL
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Based in Tinley Park, Illinois, Navigator Bookkeeping is an Accounting and Financial Consulting company. Founded in 2018, the team provides Accounting and Financial Consulting.
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Undisclosed$25 - $49 / hr2 - 9Karachi, Pakistan
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See all 1 projectsHashtag offers services including company registration, taxation, and bookkeeping, effectively supporting new businesses. Reviews highlight outstanding work, with clients appreciating their guidance in financial management and cost-saving strategies. The overall feedback emphasizes strong communication and the firm's ability to tailor solutions to clients' needs, making it a reliable partner for financial reporting and tax preparation.
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UndisclosedUndisclosed10 - 49
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Accounting company Intelpoint Consulting is in Nairobi, Kenya. Founded in 2016, the team provides Accounting and Tax Law.
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$1,000+Undisclosed2 - 9Petaling Jaya, Malaysia
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Synergy Outsourcing Sdn. Bhd. Is a Petaling Jaya, Malaysia-based Direct Marketing company. They specialize in Direct Marketing and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
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See all 1 projectsMeriwether, Wilson and Company, PLLC offers comprehensive Accounting services, including Tax Preparation and strategic advisement throughout the year. Clients express high satisfaction with their end-of-year tax results and ongoing support, highlighting the company's effectiveness and alignment with client values. The firm is praised for its reliable communication and long-term partnership potential.
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UndisclosedUndisclosed250 - 999Waterloo, Canada
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See all 1 projectsBaker Tilly Canada is an accounting services firm specializing in tax preparation and financial reporting. The review indicates a mixed experience, highlighting efficiency and thoroughness in previous engagements, but recent dissatisfaction due to delayed communication regarding tax filing and a substantial fee increase. The client perceives a lack of cordiality, suggesting an area for improvement in client relations.
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$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
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Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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Hutter CPA, LLC is an Accounting company. The company is based in St. Louis, Missouri. Their team specializes in Accounting.
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$10,000+< $25 / hr10 - 49Montréal, Canada
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Bardosh.ca Income Tax & Accounting is a small Accounting company launched in 2012. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Princeton KPO, an Accounting and Financial Advising & Planning company, is in. They focus on Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9Lahore, Pakistan
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Tax Nerd Pakistan is a Tax Law company. Launched in 2023, the agency is in Lahore, Pakistan. Their team offers Tax Law and Intellectual Property Law.
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$1,000+$100 - $149 / hr10 - 49Cape Town, South Africa
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Founded in 2018, Dyantyi Chartered Business Accountants, a small Accounting company, is based in Cape Town, South Africa. Their team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Riyadh, Saudi Arabia
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Brokerarab is a Riyadh, Saudi Arabia-based Insurance Services & Brokers company. Launched in 2023, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$10,000+$300+ / hr2 - 9Stockport, England
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Certax Accounting (South Manchester), an Accounting company, was founded in 2023. The small team provides Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Launched in 2024, 9Point Capital, a small Digital Asset Management company, is in Mumbai, India and Mumbai, India. Their team specializes in Digital Asset Management and Financial Advising &
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$1,000+< $25 / hr10 - 49Islamabad, Pakistan
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See all 1 projectsE-ALPHA (PRIVATE) LIMITED specializes in Amazon account management and reinstatement services, as evidenced by their successful handling of a suspended Amazon account for a retail company. Reviews highlight their professional and responsible approach, continuous communication, and comprehensive understanding of Amazon's requirements, which have been praised as impressive and effective.
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Undisclosed< $25 / hr2 - 9Dubai, United Arab Emirates
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See all 1 projectsDarji Accounting and Bookkeeping offers a range of services, including Auditing, Accounting, and VAT registration. The overall feedback highlights their ability to deliver high-quality services efficiently and cost-effectively, with a strong emphasis on meeting deadlines. Clients value their professional approach and the excellent outcomes achieved through their expertise in financial matters.
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$1,000+$25 - $49 / hr2 - 9Savannah, GA
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Launched in 2023, BluStripes Accounting is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Graphic design company Smartech ABASM Information Technology was established in 2023. The firm specializes in Graphic Design and Logo.
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$1,000+< $25 / hr10 - 49
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Gowakeel is a small Tax Law company launched in 2022. Their team offers Tax Law and Accounting.
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$5,000+< $25 / hr2 - 9Karachi, Pakistan
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2BSOFTECH is a branding company. Their team is headquartered in Karachi, Pakistan. The firm focuses on Branding and Digital Strategy.
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$1,000+$25 - $49 / hr10 - 49
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Mavens Advisor is a Detroit, Michigan-based Accounting company. Established in 2022, the team provides Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Selden, NY
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See all 1 projectsTaxOnTrack offers a range of professional services tailored to meet your unique accounting needs. Our range of services includes - Tax Services for Individuals and Businesses, Accounting and
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Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
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.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
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List of the Top 15 Financial Services Companies
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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+< $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+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.