Top Financial Services Firms
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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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$1,000+$150 - $199 / hr2 - 9Nur-Sultan, Kazakhstan
Services provided
Financial Advising & Planning company Integrity Astana was launched in 2018. The team focuses on Financial Advising & Planning and Commercial Financing and is in Nur-Sultan, Kazakhstan.
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UndisclosedUndisclosed10 - 49Sri Jayawardenepura Kotte, Sri Lanka
Services provided
Entegriz - Accounting & Finance is an Accounting and Financial Advising & Planning company established in 2019. The firm provides Accounting and Financial Advising & Planning, and is small.
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$1,000+$50 - $99 / hr2 - 9
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TruAnalyst Solutions LLP is a Tax Law company. They are based in Irving, Texas and have small team. They specialize in Tax Law and Accounting.
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$1,000+< $25 / hr2 - 9Stafford, VA
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Small Accounting company Gerencia Virtual Inc, is based in Stafford, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Pune, India
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Akhil Amit And Associates is an Accounting company. The team specializes in Accounting and Financial Advising & Planning and is headquartered in Pune, India.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Dan Mirgon & Associates is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Business Consulting and are based in Salt Lake City, Utah.
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$1,000+Undisclosed2 - 9Oakville, Canada
Services provided
Accounting company MyBookly was established in 2019. The agency specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9Winnipeg, Canada
Services provided
GHi Professionals is an Accounting company. Their small team is in Winnipeg, Canada. Their services include Accounting and Business Consulting.
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$1,000+$150 - $199 / hr2 - 9Houston, TX
Services provided
Hooker CPA Firm, PLLC, an Accounting company, was established in 2020. The firm focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Lynchpin Consulting is a small Dubai, United Arab Emirates-based CRM consulting and SI and Accounting company. The team specializes in CRM consulting and SI and Accounting.
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$1,000+Undisclosed2 - 9Dartford, England
Services provided
North Hill Chartered Accountants and Business Advisors is a Dartford, England-based Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO).
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$5,000+$25 - $49 / hr10 - 49Berlin, Germany
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Insurance Services & Brokers company Coinhaven was launched in 2019. The firm specializes in Insurance Services & Brokers, and is small.
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$1,000+< $25 / hr50 - 249Singapore, Singapore
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Corporate FinEdge pte ltd is a Singapore, Singapore-based Accounting company. They provide Accounting and Business Consulting.
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$1,000+Undisclosed2 - 9Singapore, Singapore
Services provided
HR Consulting company Impact Best Pte Ltd is in Singapore, Singapore. They specialize in HR Consulting and Recruiting.
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$1,000+$50 - $99 / hr2 - 9Orlando, FL
Services provided
MEJ Business Solutions is a small Accounting company. Founded in 2021, the team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9Castle Rock, CO
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Krieger Analytics is a Finance & Accounting Outsourcing (FAO) company. The Castle Rock, Colorado-based team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$150 - $199 / hrFreelancerNashville, TN
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Nashville Tax Resolution, PC is a Tax Law company. Launched in 2021, the firm provides Tax Law and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
VECO, CPAs & Advisors, an Accounting company, was established in 2018. The agency focuses on Accounting and Financial Consulting.
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$1,000+$100 - $149 / hr10 - 49Atlanta, GA
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In Atlanta, Georgia, QTax Services LLC is an Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
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IPCOM Consultancy (Pvt) Ltd is a Business Consulting company. The team is headquartered in Sri Lanka, and their services include Business Consulting and Commercial Financing.
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$1,000+Undisclosed10 - 49Dubai, United Arab Emirates
Services provided
The Controller - Outsourced Accounting Services UAE is a Dubai, United Arab Emirates-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49Ahmedabad, India
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Accrels Outsourcing Services is an Accounting company founded in 2019. The small team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$10,000+Undisclosed10 - 49Tampa, FL
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The Bergden Group, a small Financial Advising & Planning company, is based in Tampa, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$50 - $99 / hr10 - 49
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Calculate Data Inc. Is a business intelligence company based in Wilmington, Delaware. They offer BI & big data consulting & SI and Accounting and were established in 2021.
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$1,000+$25 - $49 / hr10 - 49Ciudad Obregón, Mexico
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Accounting company Carbajal Urrutia y Asociados focuses on Accounting and Business Consulting. They are based in Ciudad Obregón, Mexico.
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
Founded in 2017, Agile e-Platform is an Accounting company. The small team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Services provided
OceanHui.com is an Accounting company established in 2021. The small team specializes in Accounting and Logo.
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$1,000+< $25 / hr10 - 49Hyderabad, India
Services provided
ARC ACCOUNTING & TAX SOLUTIONS, a Finance & Accounting Outsourcing (FAO) company, was founded in 2021. They focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$200 - $300 / hr10 - 49New York, NY
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ArgoMetrix is a branding firm in New York, New York. The team focuses on Branding and Marketing Strategy.
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Undisclosed< $25 / hrFreelancerCleveland Heights, OH
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TJP Accounting, an Accounting company, was established in 2022. Based in Cleveland Heights, Ohio, the team offers Accounting.
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$75,000+$200 - $300 / hr1,000 - 9,999
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Tax Academy - Best accounting Consultancy firm in Delhi NCR, an Accounting company, is located in Delhi, India. Founded in 2001, the team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
KL Accounting & Tax Associates | Public Business Accountants (PBA) is an Accounting company in Calgary, Canada. They provide Accounting.
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$5,000+$200 - $300 / hr10 - 49London, England
Services provided
Established in 2016, Javed Khattak Consulting is a Blockchain company. Their services include Blockchain and Business Consulting.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
Services provided
YUGA Accounting & Tax Consultancy, an ERP consulting and SI company, is in Dubai, United Arab Emirates. Established in 2013, the team focuses on ERP consulting and SI and Accounting.
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UndisclosedUndisclosed2 - 9Fort Myers, FL
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Launched in 2003, sonnecastle and company is a Business Consulting company. The small team focuses on Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49San Antonio, TX
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NFS | Bandera Tax Services is an Accounting company based in San Antonio, Texas. The team focuses on Accounting.
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$1,000+< $25 / hr10 - 49London, England
Services provided
Launched in 2021, Yzer is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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$100,000+$300+ / hr50 - 249Abu Dhabi, United Arab Emirates
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Established in 2010, FMCA is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Montréal, Canada
Services provided
KVB CPA INC. Is an Accounting company. The Montréal, Canada-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Treviso, Italy
Services provided
Established in 2014, STUDIO FRISACCO is a Tax Law company. The team specializes in Tax Law and Accounting and is headquartered in Treviso, Italy.
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Undisclosed$150 - $199 / hr2 - 9Lansdale, PA
Services provided
Advats is a small Accounting company established in 2020. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Abu Dhabi, United Arab Emirates
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ZEENS BUSINESS CENTER is a Business Consulting and Accounting company. Their team is located in Abu Dhabi, United Arab Emirates. The company focuses on Business Consulting and Accounting.
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Undisclosed< $25 / hrFreelancer
Services provided
Cloud1 is an other IT consulting and SI company. The company is located in Wyarno, Wyoming. Their team offers other IT consulting and SI and Accounting.
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UndisclosedUndisclosed10 - 49Eight Mile Plains, Australia
Services provided
Founded in 2019, IJ and EA Accounting is an Accounting company. The team specializes in Accounting and is based in Eight Mile Plains, Australia.
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UndisclosedUndisclosed10 - 49Ajax, Canada
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All Inclusive Mortgages is a small Insurance Services & Brokers company. Launched in 2010, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$1,000+$25 - $49 / hr2 - 9Bengaluru, India
Services provided
Launched in 2017, salsabeelahmedandco is a small Bengaluru, India-based Insurance Services & Brokers company. Their team provides Insurance Services & Brokers and Commercial Financing.
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$1,000+$50 - $99 / hr2 - 9Syracuse, NY
Services provided
Marginwall LLC is an Accounting company. The Syracuse, New York-based team provides Accounting.
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UndisclosedUndisclosedFreelancerGlenroy, Australia
Services provided
Nanak Accountants & Associates is an Accounting company. In Glenroy, Australia, their team focuses on Accounting.
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Undisclosed$25 - $49 / hrFreelancerIlderton, Canada
Services provided
Based in Ilderton, Canada, Sync Bookkeeping Inc. Is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Prague, Czech Republic
Services provided
Launched in 1996, Crowe Czech Republic is a Finance & Accounting Outsourcing (FAO) company. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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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.