Top Financial Services Firms
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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 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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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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The Total CFO, a Finance & Accounting Outsourcing (FAO) company, was launched in 2018. They offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9
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Established in 2023, ValuGenius Advisors is a Financial Advising & Planning and Business Valuation Services company. The team offers Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Clifton, NJ
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Business Loan Warrior is a small Accounting company headquartered in Clifton, New Jersey. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Pro Business Tax CPA Accountant and Bookkeeping Services Vaughan is a small Accounting company located in Vaughan, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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IFDA INSTITUTE is a Financial Advising & Planning company. Their team is based in new delhi, India and focuses on Financial Advising & Planning.
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$5,000+< $25 / hr50 - 249New Delhi, India
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Launched in 2009, GATP Solutions Private Limited. Is an Accounting company. The midsize team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Smithfield, UT
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Stapley Accounting, a Commercial Financing company, is based in Smithfield, Utah. They provide Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49
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Launched in 2000, Divya Estate Management is a Business Consulting company. Their services include Business Consulting and Commercial Brokerage Services.
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Undisclosed$100 - $149 / hr2 - 9Dubai, United Arab Emirates
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ExecDubai is a Dubai, United Arab Emirates-based Accounting company. Launched in 2023, the team specializes in Accounting and Financial Consulting.
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$100,000+Undisclosed50 - 249Dallas, TX
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Founded in 2024, Digital Wealth Partners is a midsize Dallas, Texas-based Financial Advising & Planning company. Their team offers Financial Advising & Planning and Digital Asset Management.
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UndisclosedUndisclosed250 - 999
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Launched in 2008, Arias Organization is an Insurance Services & Brokers company. The firm specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
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Established in 2006, The Roark Insurance Agency, a small Insurance Services & Brokers company, is headquartered in Flatwoods, Kentucky. Their team specializes in Insurance Services & Brokers.
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$25,000+$100 - $149 / hr10 - 49
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AGrowth Agency is a small Hong Kong, Hong Kong-based PPC agency. Their services include Pay Per Click and Affiliate Marketing.
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$5,000+$50 - $99 / hr10 - 49
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Accounting company Songjer CPA is in Taipei city, Taiwan. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2011.
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$10,000+< $25 / hr2 - 9
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HAMT Management Consultants is a small Abu Dhabi, United Arab Emirates-based Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Glendale, AZ
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Your Health Coverage Concierge LLC is an Insurance Services & Brokers company. They are in Glendale, Arizona, and their services include Insurance Services & Brokers.
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Undisclosed< $25 / hr10 - 49Montréal, Canada
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Located in Montréal, Canada, Global Assist INC. Is a Marketing Strategy company. They offer Marketing Strategy and Commercial Financing and were launched in 2019.
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Undisclosed< $25 / hr250 - 999
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Accounts Junction is a midsize Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2015.
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$1,000+$25 - $49 / hr2 - 9New York, NY
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Alliance Risk, an Insurance Services & Brokers and Insurance Law company, was established in 2025. The small team focuses on Insurance Services & Brokers and Insurance Law.
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UndisclosedUndisclosed2 - 9
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Established in 2012, Ankit Sehra & Associates is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Randburg, South Africa
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Fenns Johannesburg, an Accounting company, is headquartered in Randburg, South Africa. Founded in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Yerevan, Armenia
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Profin LLC, an Accounting company, is located in Yerevan, Armenia. The team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Oxford, MS
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Pinion Family Insurance Agency is an Insurance Services & Brokers company. Headquartered in Oxford, Mississippi, their team focuses on Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Dunedin, FL
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PUBLIC TAX, CORP is an Accounting company. They are located in Dunedin, Florida and have small team of experts. Their services include Accounting.
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$5,000+$50 - $99 / hr2 - 9Milano, Italy
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IdeaProof.io is a Business Consulting company. In Milano, Italy, their small team provides Business Consulting and Financial Advising & Planning. The firm was launched in 2025.
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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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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.
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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.