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 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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$1,000+$200 - $300 / hr10 - 49Irving, TX
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Small Accounting company MB Accounting, is based in Irving, Texas. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Credific Finance is a Kellyville, Australia-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosedFreelancer
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Haynes Business Services is an Accounting company. Established in 2020, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mumbai, India
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Crystal Peak Wealth is a Financial Consulting and Financial Advising & Planning company. They are located in Mumbai, India. Their team provides Financial Consulting and Financial Advising &
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UndisclosedUndisclosed2 - 9Genève, Switzerland
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Diligo Sarl is a Finance & Accounting Outsourcing (FAO) company established in 2016. The team offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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The Divorce IFA is a Financial Advising & Planning company. They focus on Financial Advising & Planning and were launched in 2006. The agency is located in Sale, England.
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Undisclosed$150 - $199 / hr2 - 9
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Atwal Financial is a Financial Advising & Planning company. Launched in 2008, the company offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9
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No Tax Compromise is an Accounting company. The team specializes in Accounting and Business Valuation Services and is headquartered in Los Angeles, California.
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UndisclosedUndisclosed50 - 249
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Aura Finance Inc. Is an Accounting and Funding & Investment company. They were established in 2013, and their services include Accounting and Funding & Investment.
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$1,000+$200 - $300 / hr2 - 9Norwalk, CT
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Davenport & Associates is an Insurance Services & Brokers company. Their team is headquartered in Norwalk, Connecticut. The firm offers Insurance Services & Brokers and Financial Advising &
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$250,000+$100 - $149 / hr10 - 49Dubai, United Arab Emirates
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Business Consulting company ASCELA specializes in Business Consulting and Logistics & Supply Chain Consulting. They were launched in 2018.
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UndisclosedUndisclosed2 - 9New Plymouth, New Zealand
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Mondo Advisory is an Accounting company. The New Plymouth, New Zealand-based agency was founded in 2023. Their team specializes in Accounting and Fractional CFO Services.
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Undisclosed< $25 / hr2 - 9
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New York Public Adjusters is an Insurance Services & Brokers company. They were launched in 2005 and provide Insurance Services & Brokers and Biohazard Cleanup.
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UndisclosedUndisclosed10 - 49
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IComSec is an Accounting company. Launched in 2007, their team focuses on Accounting.
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Undisclosed< $25 / hr10 - 49
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Stellarwiz Global Solutions Pvt. Ltd., a Finance & Accounting Outsourcing (FAO) company, was launched in 2023. They focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr2 - 9
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Shelf Corp Giant is a Funding & Investment company. They are based in Sheridan, Wyoming and have small team of experts. Their services include Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed250 - 999Makati City, Philippines
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Based in Makati City, Philippines, ScalableOS is a midsize HR Outsourcing company. Their services include HR Outsourcing and IT strategy consulting.
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$1,000+$25 - $49 / hr10 - 49
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My Dream Consultant, an Accounting company, was established in 2015. The small team offers Accounting and Financial Advising & Planning.
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$10,000+$300+ / hr50 - 249London, England
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TheBusinessFunds is a Funding & Investment company. The London, England-based team offers Funding & Investment and Financial Consulting.
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UndisclosedUndisclosed10 - 49Worthington, MN
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First State Insurance Agency Southwest is an Insurance Services & Brokers company founded in 1930. Their services include Insurance Services & Brokers.
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Undisclosed$100 - $149 / hr2 - 9T'bilisi, Georgia
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DGN Consulting, a Tax Law company, is based in T'bilisi, Georgia. They specialize in Tax Law and Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Nocatee, FL
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Launched in 2021, tekrisq, inc., a small Cybersecurity company, is headquartered in Nocatee, Florida. Their services include Cybersecurity and Insurance Services & Brokers.
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Undisclosed$200 - $300 / hrFreelancerMount Dora, FL
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Launched in 2025, Timothy LeGendre CPA LLC is an Accounting company. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Praddy Financial Consultancy Ltd is a small Accounting company headquartered in Chesham, England. Their services include Accounting and Financial Consulting.
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$10,000+Undisclosed50 - 249Dubai, United Arab Emirates
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QRS Global Auditing of Accounts L.L.C is a Finance & Accounting Outsourcing (FAO) company founded in 2000. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
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Taxleaf Orlando - Tax, Accounting & Bookkeeping Services in Lake Mary Florida is an Accounting and Finance & Accounting Outsourcing (FAO) company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Beaverton, OR
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CountDeFi is a Tax Law and Accounting company headquartered in Beaverton, Oregon. They specialize in Tax Law and Accounting and were launched in 2017.
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UndisclosedUndisclosed250 - 999
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InSync Analytics, a Financial Consulting company, offers Financial Consulting and API Development. The agency is based in New York, New York and Mumbai, India.
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$1,000+Undisclosed10 - 49Hong Kong, Hong Kong
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Headquartered in Hong Kong, Hong Kong, Geekaysys is a small Compliance Consulting company. The team offers Compliance Consulting and Corporate Law.
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UndisclosedUndisclosed2 - 9Bydgoszcz, Poland
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Accounting company Kancelaria Gospodarcza Sp. Z o.o. Biuro rachunkowe Bydgoszcz was established in 2017. Based in Bydgoszcz, Poland, the team specializes in Accounting.
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Undisclosed$25 - $49 / hrFreelancer
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Established in 2015, Budgetic, a small web design agency, is in Islamabad, Pakistan. Their team specializes in Web Design and Accounting.
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UndisclosedUndisclosed2 - 9
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Biuro rachunkowe wrosko is an Accounting company. The Zabrze, Poland-based agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Q3 Advisors, LLC is a Financial Advising & Planning company. Their small team of employees is based in Arvada, Colorado. Their team offers Financial Advising & Planning.
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$1,000+< $25 / hr250 - 999Gondia, India
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StaffCloud Services Pvt Ltd is a Data Annotation Services company. The team is in Gondia, India, and their services include Data Annotation Services and Back Office Outsourcing.
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$1,000+$25 - $49 / hr2 - 9Karbabad, Bahrain
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Five Gates Consultants is an Accounting company. The company is based in Karbabad, Bahrain. Their team focuses on Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Witham, England
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In Witham, England, Crypto Taxation Limited is a Commercial Financing company. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Singapore, Singapore
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VIVOS is a Business Consulting company. They are headquartered in Singapore, Singapore and have midsize team. They offer Business Consulting and Immigration Law.
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$10,000+$100 - $149 / hr50 - 249Badajoz, Spain
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TXT Ingenieria is an Engineering and Financial Advising & Planning company launched in 2013. The agency provides Engineering and Financial Advising & Planning, and is midsize.
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UndisclosedUndisclosed50 - 249
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Starlight Business Consulting Services Inc. Is a Tax Law company. Founded in 2018, the agency is in Makati City, Philippines. Their services include Tax Law and Accounting.
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UndisclosedUndisclosed10 - 49
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FinAcco Global Solutions LLP is a Finance & Accounting Outsourcing (FAO) company founded in 2016. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$10,000+$300+ / hr10 - 49Nicosia, Cyprus
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Based in Nicosia, Cyprus, Citius Trust Limited is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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Thinking Bridge is a Finance Law company. Founded in 2019, the team provides Finance Law and Finance & Accounting Outsourcing (FAO). The company is based in New Delhi, India.
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$50,000+Undisclosed10 - 49Fort Worth, TX
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Grant Ninja is an Accounting company located in Fort Worth, Texas. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9
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Peymo Ltd is an Accounting company. They are located in London, England. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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Leon Nazarian, CPA, JD is an Accounting company. The team focuses on Accounting and Financial Advising & Planning and is based in Santa Monica, California.
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UndisclosedUndisclosed2 - 9
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ILIOS 72 Alternative Capital, a small Insurance Services & Brokers company, is in Gurugram, India. The team focuses on Insurance Services & Brokers and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
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Harrison Swift, a Financial Advising & Planning company, was founded in 2023. The agency specializes in Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Sheridan, WY
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Firm Balance, an Accounting company, was founded in 2025. The agency provides Accounting and Finance & Accounting Outsourcing (FAO), and is small.
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UndisclosedUndisclosed10 - 49Preston, Australia
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Compass Professional Advisors is a Preston, Australia-based Accounting company. Founded in 1995, the team provides Accounting.
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$1,000+< $25 / hr10 - 49
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Plan your future is a Financial Consulting company. They focus on Financial Consulting and Financial Advising & Planning and were founded in 1999.
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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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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.