Top Financial Services Firms
Reliable financial guidance can make or break your next growth phase, so it's crucial to work with only the Top Business Finance Consulting Firms around. Clutch makes it simple to discover and compare leading financial services firms—from boutique wealth-management advisors to enterprise-grade fintech consultants. Every provider on our platform is vetted through a rigorous, phone-verified review process that captures real client outcomes. Use the filters on this page to narrow results by budget, location, service line, or industry focus.
Exploring regional talent? Start with financial services firms in the United States, financial services agencies in the United Kingdom, or financial services companies in Canada, then refine your shortlist to the firm that best fits your goals.
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Featured
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$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 - 49New Delhi, India
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Vishal Madan & Co is a Commercial Financing company. Established in 1997, the team provides Commercial Financing and Accounting. The firm is based in New Delhi, India.
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UndisclosedUndisclosed2 - 9Grimsby, England
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Payroll Hub is an Accounting company located in Grimsby, England. Launched in 2014, the team provides Accounting.
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$1,000+Undisclosed50 - 249
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Midsize Advertising company B2B Exports, is in. The team offers Advertising and Branding.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Highmark Accountants is an Accounting company located in Dubai, United Arab Emirates. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49New York, NY
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BestPro Bookkeeping & Tax is a small Accounting company founded in 2021. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249
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Xero Bookkeeping London is an Accounting company. They are in and have midsize team of experts. Their services include Accounting.
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$75,000+Undisclosed250 - 999Talegaon Dabhade, India
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KBD Talent Forge India Pvt Ltd is a HR Outsourcing company. They are headquartered in Talegaon Dabhade, India and have midsize team. They offer HR Outsourcing and Staffing.
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UndisclosedUndisclosed50 - 249
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Launched in 2021, The Vertical is an Architectural Design company. The agency offers Architectural Design and Commercial Development.
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UndisclosedUndisclosed2 - 9Norwest, Australia
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Financial Advising & Planning and Financial Consulting company Astonia Private Wealth specializes in Financial Advising & Planning and Financial Consulting. They were founded in 2023.
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UndisclosedUndisclosed50 - 249Nairobi, Kenya
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Founded in 2011, Africa Management Solutions Ltd. Is a midsize HR Consulting company located in Nairobi, Kenya. Their team specializes in HR Consulting and Recruiting.
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$1,000+$50 - $99 / hr250 - 999
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MFD Services is a Commercial Financing company. The midsize Al- Khobar, Saudi Arabia-based team offers Commercial Financing and Accounting. The firm was established in 1995.
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$1,000+< $25 / hr10 - 49Philadelphia, PA
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Angel Office is an Insurance Services & Brokers company. The Philadelphia, Pennsylvania-based firm offers Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Montreal, Canada
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Launched in 1987, Shemie CPA, a midsize Accounting and Finance Law company, is located in Montreal, Canada. Their services include Accounting and Finance Law.
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$5,000+< $25 / hr10 - 49
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Hybrid Lancer is an Accounting company based in Karachi, Pakistan. Their services include Accounting.
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$1,000+< $25 / hr10 - 49Surry Hills, Australia
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Globus Prosourcing, an Accounting company, was established in 2024. In Surry Hills, Australia, the team specializes in Accounting and Fractional CFO Services.
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$1,000+$50 - $99 / hr2 - 9
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Beyond Financial Services is an Accounting company. Headquartered in West Park, Florida, the agency specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49
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JyD Accountants is an Accounting company founded in 2017. The firm offers Accounting and Back Office Outsourcing.
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Undisclosed$50 - $99 / hr2 - 9
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Fyllo is an Accounting company. Located in Bengaluru, India, the firm offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Solutions Tax is an Accounting and Financial Consulting company. Established in 2025, the team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates, Nimbus Consultancy is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Navigata365 is a Cremorne, Australia-based Accounting company. Established in 2024, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Kochi, India
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Ahalia Finforex Ltd is a Business Consulting company. They were founded in 2000 and provide Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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FINITAC, an Accounting company, specializes in Accounting and Financial Advising & Planning. The firm is based in Sheridan, Wyoming.
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$1,000+Undisclosed250 - 999
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Brokers Support Global (BSG) is an Accounting company. Based in Sydney, Australia, the firm was established in 2000. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Heathrow, FL
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Headquartered in Heathrow, Florida, Breen Financial Management is a Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr50 - 249
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MGA Group is a Business Consulting company. The midsize Mumbai, India-based team focuses on Business Consulting and Commercial Financing. The company was launched in 2001.
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UndisclosedUndisclosed2 - 9
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Victoria Fosse is an Advertising company. The Norway, Maine-based company was established in 2022. Their services include Advertising and Branding.
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$1,000+$25 - $49 / hr10 - 49
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Core CPAs & Advisors, a Business Consulting company, specialize in Business Consulting and Commercial Financing. They were founded in 2019.
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$5,000+$150 - $199 / hr250 - 999
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Founded in 2001, SBA Stone Forest is a Finance & Accounting Outsourcing (FAO) company. The firm focuses on Finance & Accounting Outsourcing (FAO) and Business Consulting, and is midsize.
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UndisclosedUndisclosed10 - 49Sion, Switzerland
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Launched in 2020, Sommet_Global, a small Business Consulting company, is based in Sion, Switzerland. Their services include Business Consulting and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49
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Rands Tax & Business Consultants is a Market Research company. In Berwick, Australia, the team offers Market Research and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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Established in 2020, The Mortgage Gal - Jaime Hardy - Maximal Mortgages Inc. Is a Direct Marketing company. The company specializes in Direct Marketing and Financial Advising & Planning, and is
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$1,000+< $25 / hr10 - 49Dover, DE
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Headquartered in Dover, Delaware, PaceXgrowth is an Accounting company. Launched in 2012, the team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Verico Crown Mortgage Services Regina, an Insurance Services & Brokers company, is headquartered in Regina, Canada. Their services include Insurance Services & Brokers.
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$1,000+$200 - $300 / hr2 - 9Kraków, Poland
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Finance & Accounting Outsourcing (FAO) company Ntax Biuro Rachunkowe Sp. Z o.o. Was launched in 2018. The agency offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Quarec Resources Pvt. Ltd. Is an IT staff augmentation company. The Ahmedabad, India-based firm specializes in IT staff augmentation and Accounting.
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UndisclosedUndisclosed10 - 49
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Launched in 2024, EasyBiz is an Accounting company. The team focuses on Accounting and is headquartered in Luxembourg, Luxembourg.
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$5,000+$25 - $49 / hr2 - 9
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In Thornton Heath, England and Ahmedabad, India, WiseAcc Pvt Ltd is an Accounting company. Their services include Accounting and Social Media Marketing.
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UndisclosedUndisclosed2 - 9
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R D Hoag & Associates, LLC is a Business Consulting company. The Carnegie, Pennsylvania-based agency was established in 2020. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Oros Life is an Insurance Services & Brokers company. They are in West Palm Beach, Florida and have small team of experts. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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Veritas Tax Credits, an Accounting company, specializes in Accounting. The agency is located in Travelers Rest, South Carolina.
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UndisclosedUndisclosed10 - 49Oakville, Canada
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Sproule + Associates, an Accounting company, is headquartered in Oakville, Canada. They offer Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Pulaski, TN
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MMAS CPA is a Financial Advising & Planning company. Their small team is headquartered in Pulaski, Tennessee and specializes in Financial Advising & Planning. The company was founded in 2020.
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UndisclosedUndisclosed10 - 49
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CPA Plus, a Finance & Accounting Outsourcing (FAO) company, is based in Ottawa, Canada and Ottawa, Canada. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2015.
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$1,000+< $25 / hr2 - 9Sarasota, FL
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Finance & Accounting Outsourcing (FAO) company Sky Bridge Book Keepings is headquartered in Sarasota, Florida. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$200 - $300 / hr10 - 49
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Intelligent Visibility is a Back Office Outsourcing company. Their team is located in Raleigh, North Carolina and offers Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr50 - 249
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Veracious Accounting Services is an Accounting company headquartered in Delhi, India. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Kolkata, India
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DHONA COMPUSOFT, an ERP consulting and SI company, provide ERP consulting and SI and Custom Software Development. They were launched in 1991.
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$5,000+$100 - $149 / hr10 - 49Underwood, Australia
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Medi Success is an Underwood, Australia-based Business Consulting company. The team provides Business Consulting and Accounting.
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$1,000+$150 - $199 / hr10 - 49
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Ignition Tax is an Accounting company. They provide Accounting and Insurance Services & Brokers and were launched in 2021.
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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
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Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
36.3/40.018.2/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.5/40.016.4/20 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
33.7/40.016.8/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.7/40.017.4/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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 -
$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+$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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.9/40.016.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.