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
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, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
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$1,000+$25 - $49 / hr2 - 9
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Launched in 2020, rahafinanicals , a small Accounting company, is located in Canfield, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
Services provided
THE INFINITY GROUP is a Business Consulting company launched in 2019. Located in London, England, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Warszawa, Poland
Services provided
East West Help Desk Sp. Z o.o. Is a Finance & Accounting Outsourcing (FAO) and Accounting company. The Warszawa, Poland-based agency focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$100 - $149 / hr10 - 49London, England
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Founded in 2018, MHOS is a small Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Garland, TX
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Insurance Services & Brokers company CINCO Auto Insurance is located in Garland, Texas. Founded in 1988, the team specializes in Insurance Services & Brokers.
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$100,000+< $25 / hr10 - 49
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Xceed Billing Solutions is an Insurance Services & Brokers company launched in 2007. The small team provides Insurance Services & Brokers.
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UndisclosedUndisclosedFreelancer
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Payday, Title and Installment Loans is a Commercial Financing and Accounting company. Their small team is in Laredo, Texas. Their services include Commercial Financing and Accounting.
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$1,000+< $25 / hr2 - 9Hisar, India
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3A Outsourcing Advisor is a Finance & Accounting Outsourcing (FAO) and Accounting company in Hisar, India. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Financial Advising & Planning company Sharp Asset Management is based in Toronto, Canada. The team specializes in Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
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Undisclosed$25 - $49 / hr10 - 49
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VAT Digital is an Accounting company. Their team is in Melton, England and Paris, France and offers Accounting and Translation.
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UndisclosedUndisclosed2 - 9Denver, CO
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Headquartered in Denver, Colorado, Riverbend Insurance is a small Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$1,000+$25 - $49 / hr10 - 49Doha, Qatar
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Business Consulting company PERFECTPLAN QATAR is located in Doha, Qatar and Doha, Qatar. They focus on Business Consulting and Financial Advising & Planning and were established in 1995.
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$1,000+< $25 / hr10 - 49Riyadh, Saudi Arabia
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Founded in 2023, Green Cpa is an Accounting and Financial Advising & Planning company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
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RSN CONSULTANCY is an Accounting company. In Dubai, United Arab Emirates, the firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Edinburgh, Scotland
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EAccountingFirm is a Financial Advising & Planning company launched in 1997. The firm offers Financial Advising & Planning.
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Undisclosed< $25 / hr50 - 249Jabalpur, India
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Sawarajfinpro is a midsize Jabalpur, India-based Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Digital Asset Management.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
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Capital International Group is a Business Consulting company. They are in Dubai, United Arab Emirates and have small team. They provide Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999
Services provided
Accountants in Radcliffe is an Accounting and Financial Advising & Planning company. The firm is located in. Their services include Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Ahmedabad, India
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Greenbucks Global, a SEO services firm, is based in Ahmedabad, India. Launched in 2022, the team offers Search Engine Optimization and Back Office Outsourcing.
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$1,000+< $25 / hrFreelancerBarcelona, Spain
Services provided
Segurosmarina133, an Insurance Services & Brokers company, was established in 2020. The small team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Alsun Bookkeeping and Taxation is an Accounting company. They are located in Dubai, United Arab Emirates. Their team provides Accounting and Commercial Financing.
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$5,000+$50 - $99 / hr50 - 249
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SUSAN JAMES LOAN COMPANY is a Financial Advising & Planning company founded in 2024. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Founded in 2023, 18 Insurance is an Insurance Services & Brokers company. The agency specializes in Insurance Services & Brokers.
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$1,000+$100 - $149 / hr10 - 49
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Sajid Amit is a small Dhaka, Bangladesh-based Business Consulting and Financial Advising & Planning company. The team offers Business Consulting and Financial Advising & Planning.
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$5,000+< $25 / hr10 - 49Bengaluru, India
Services provided
MCA Consulting is a Business Consulting company headquartered in Bengaluru, India. They specialize in Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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SRTIP Accelerator, a small Business Consulting and Accounting company, is in Dubai, United Arab Emirates. Their services include Business Consulting and Accounting.
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Undisclosed$50 - $99 / hr10 - 49Bengaluru, India
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Bion Advisors is a Business Consulting company. Based in Bengaluru, India, the firm was founded in 2019. Their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Accounting and Financial Advising & Planning company Financial Foothold is located in Austin, Texas. Founded in 2008, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999
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Moksh CAD is an Architectural Design company. They are based in , and their services include Architectural Design and Interior Design.
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$5,000+$150 - $199 / hr10 - 49St. Peters, MO
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Hottenrott & Associates, LLC is an Accounting company. They were founded in 2010, and their services include Accounting and Business Consulting.
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$5,000+$25 - $49 / hr10 - 49
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Beginadam is an Insurance Services & Brokers company. They specialize in Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249
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Headquartered in Anaheim, California, Medical Billing Collections is a Back Office Outsourcing company. They offer Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed10 - 49Alpharetta, GA
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Virtue Advisors is an Accounting company. The firm is located in Alpharetta, Georgia. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Delhi, India
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Business Consulting company SRP Company CA was founded in 2001. The agency provides Business Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9
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Profit Cloud Accounting, an Accounting company, was launched in 2020. The team specializes in Accounting and Financial Advising & Planning.
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$5,000+< $25 / hr50 - 249Bhilai, India
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Virtual Clone is a Bhilai, India-based Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2009.
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$5,000+$25 - $49 / hr250 - 999Oxford, England
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Cox Hinkins is an Accounting company. The Oxford, England-based company was launched in 1974. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Jeddah, Saudi Arabia
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Arabdreams Business Consultancy, an IT strategy consulting company, was founded in 2020. They offers IT strategy consulting and Business Consulting.
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$1,000+< $25 / hr250 - 999Lusaka, Zambia
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Launched in 2010, FSI Outsourcing is a call center company. The team provides Call Center Services and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9
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Infinity Business Solution, an Accounting company, is headquartered in Sydney, Australia. They provide Accounting.
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UndisclosedUndisclosed10 - 49Oak Flats, Australia
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G.M. EGAN & CO. Is an Accounting company. The Oak Flats, Australia-based agency was founded in 2015. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Fort Myers, FL
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Established in 2003, JC Castle Accounting is an Accounting company. The team specializes in Accounting and Business Valuation Services and is based in Fort Myers, Florida.
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$1,000+< $25 / hr50 - 249Dhaka, Bangladesh
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Launched in 2017, ReCom Consulting Ltd. Is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Custom Software Development.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
Founded in 2023, WLP Finance is a Financial Advising & Planning company. The company focuses on Financial Advising & Planning, and is small.
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$1,000+$25 - $49 / hr2 - 9
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VALCUS PVT LTD is a Delhi, India-based Business Consulting company. Their services include Business Consulting and Compliance Consulting.
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UndisclosedUndisclosed2 - 9
Services provided
Capital Investors Direct is a Funding & Investment company. Launched in 2024, the firm focuses on Funding & Investment and Commercial Financing.
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UndisclosedUndisclosed10 - 49Karachi, Pakistan
Services provided
Mirchawala's Hub of Accountancy is a Finance & Accounting Outsourcing (FAO) company headquartered in Karachi, Pakistan. They offer Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$1,000+< $25 / hr10 - 49Mumbai, India
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RiSiKo Consulting LLP is a Finance & Accounting Outsourcing (FAO) company. They were founded in 2014 and focus on Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
Services provided
Number Solutions is an Accounting company. They provide Accounting and Business Consulting and were launched in 2016. The agency is headquartered in Liverpool, Australia.
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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.
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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$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
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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+$150 - $199 / hr10 - 49Ottawa, Canada
Ability to deliver
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 Market PresenceService focus
25% Accounting75% 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 - $49 / hr1,000 - 9,999
Ability to deliver
35.3/40.016.2/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
33.7/40.016.4/20 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
33.6/40.017/20 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 -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% 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 -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
31.8/40.016.2/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.