Top Financial Services Firms
-
Featured
What are Featured Providers?
$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.
-
UndisclosedUndisclosed2 - 9
Services provided
Trelos Finance is a Financial Advising & Planning company. The Kingsgrove, Australia-based firm specializes in Financial Advising & Planning and Digital Asset Management.
Read more -
$10,000+$50 - $99 / hr10 - 49
Services provided
Moratorium Financial Services is a Commercial Financing company. They are in Ahmedabad, India, and their services include Commercial Financing and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
SP-CORPORATE SZERMACH & PILCH is a Finance & Accounting Outsourcing (FAO) company located in Wrocław, Poland. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$1,000+$25 - $49 / hr250 - 999Mumbai, India
Services provided
Public relations agency ASBS & Co. Was launched in 2013. The company offers Public Relations and Web Development.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Headquartered in Tequesta, Florida, AllianceHR is an Accounting company. They provide Accounting and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
KPT Mortgage Advisors LLC, a Financial Advising & Planning company, is in Saint Paul, Minnesota. They offer Financial Advising & Planning and were founded in 2023.
Read more -
$5,000+< $25 / hr2 - 9
Services provided
Biz Advisory Board is a Marketing Strategy company. They provide Marketing Strategy and Other Marketing and were founded in 2015.
Read more -
$1,000+$25 - $49 / hr50 - 249Dover, DE
Services provided
Established in 2019, Vizva Consultancy Services is a software development firm. The firm focuses on Custom Software Development and Accounting, and is midsize.
Read more -
Undisclosed$50 - $99 / hr10 - 49
Services provided
Launched in 2025, A2N Advisory is a small Business Consulting company based in Gurugram, India. Their team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
Established in 2020, Collaborative CPA is a small Grande Prairie, Canada-based Accounting company. Their team focuses on Accounting and Finance Law.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
SBX Accountants is a Slough, England-based Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were launched in 2024.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Horizon Biz Consultancy, an Accounting company, was established in 2018. The agency focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Lyel Accountants Ltd is an Accounting company founded in 2018. The team focuses on Accounting.
Read more -
$1,000+< $25 / hr10 - 49New Delhi, India
Services provided
Finance & Accounting Outsourcing (FAO) company Chintamani Finlease Ltd. Focuses on Finance & Accounting Outsourcing (FAO) and Commercial Financing. They are based in New Delhi, India.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Custom software development company OP CBS - Software de Comercio Exterior was established in 1994. The agency specializes in Custom Software Development and Artificial Intelligence.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Luis Carmona Insurance Agency, a Commercial Financing company, is in Manassas, Virginia. Established in 2020, the team provides Commercial Financing and Financial Advising & Planning.
Read more -
$250,000+Undisclosed2 - 9
Services provided
Established in 2000, Equis Capital Finance is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249
Services provided
London Bridge Performance Media is a San Diego, California-based Digital Strategy company. Their services include Digital Strategy and Social Media Marketing.
Read more -
$1,000+Undisclosed50 - 249Ventura, CA
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49Casselberry, FL
Services provided
Global Claims Services Inc is a Commercial Financing company. Established in 2000, the company specializes in Commercial Financing and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Located in Dubai, United Arab Emirates, Elshoula is a Market Research company. They offer Market Research and Business Consulting and were founded in 2014.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
BIZ-ADVIZER is an Accounting company. The Kyiv, Ukraine-based team specializes in Accounting and Corporate Law.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Stratedge TaxAcc is a small Accounting company established in 2024. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed50 - 249
Services provided
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 &
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Accounting company Easeup was launched in 2017. The firm offers Accounting and Financial Consulting, and is small.
Read more -
Undisclosed$50 - $99 / hr50 - 249
Services provided
Recruitment Process Outsourcing company Qodoro focuses on Recruitment Process Outsourcing and Staffing. They were established in 2018.
Read more -
$1,000+< $25 / hr10 - 49Sydney, Australia
Services provided
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.
Read more -
$5,000+< $25 / hr1,000 - 9,999Ahmedabad, India
Services provided
IMS Decimal, a Finance & Accounting Outsourcing (FAO) company, was founded in 2006. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Ez Pte Ltd is a Financial Advising & Planning company established in 2004. The team provides Financial Advising & Planning and Commercial Financing.
Read more -
$5,000+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
Launched in 2013, Dahhan Business Services is a Business Consulting company. The team provides Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
Services provided
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).
Read more -
$1,000+$100 - $149 / hr2 - 9
Services provided
Established in 1986, Lockhart & Powell is an Accounting company. Headquartered in Colorado Springs, Colorado, the team focuses on Accounting.
Read more -
$1,000+< $25 / hr50 - 249
Services provided
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.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Professional Taxes Inc, a Tax Law and Accounting company, was founded in 1998. The team provides Tax Law and Accounting.
Read more -
$1,000+$25 - $49 / hr50 - 249
Services provided
Bangladesh Consultant is a Dhaka, Bangladesh-based Financial Advising & Planning company. They provide Financial Advising & Planning and Financial Consulting.
Read more -
$1,000+$25 - $49 / hr50 - 249
Services provided
End2End Consultant is a midsize New York, New York-based answering service company. The team provides Call Center Services and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
BEANbite is a Back Office Outsourcing and Insurance Services & Brokers company in Folsom, California. Their services include Back Office Outsourcing and Insurance Services & Brokers.
Read more -
Undisclosed$150 - $199 / hr2 - 9
Services provided
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.
Read more -
$10,000+$50 - $99 / hr250 - 999
Services provided
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.
Read more -
$50,000+$50 - $99 / hr10 - 49
Services provided
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
Read more -
UndisclosedUndisclosed10 - 49Riyadh, Saudi Arabia
Services provided
KHCPA is a Commercial Financing company established in 2019. The firm offers Commercial Financing and Accounting.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
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).
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
Gulf Tax Accounting Group is an Accounting company. Their team is in Dubai, United Arab Emirates. The agency specializes in Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Headquartered in Basildon, England, Ignite Insurance Brokers Ltd is a small Insurance Services & Brokers company. The team offers Insurance Services & Brokers.
Read more -
$1,000+< $25 / hr250 - 999
Services provided
Over Easy Office is an Accounting company. Launched in 2018, their team offers Accounting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Established in 2020, Policy Bear is an Insurance Services & Brokers company. Their team provides Insurance Services & Brokers.
Read more -
$100,000+$25 - $49 / hr2 - 9
Services provided
Julian Hobbs & Co. Is a Financial Advising & Planning company. Located in Welwyn Garden City, England, the team focuses on Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosedFreelancer
Services provided
Headquartered in Yonkers, New York, AFSOHA Multiservices is a small Accounting company. Their services include Accounting.
Read more -
$1,000+Undisclosed10 - 49
Services provided
Headquartered in noida, India, SKMC Global is a Business Consulting company. The team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Spruce Grove, Canada
Services provided
The Mortgage Centre We Connect, a Financial Advising & Planning company, focus on Financial Advising & Planning and Financial Consulting. They were founded in 2012.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.