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+$100 - $149 / hr10 - 49Monticello, NY
Services provided
Knack, Pavloff and Company is a small Monticello, New York-based Accounting company. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Westbury, NY
Services provided
Small Accounting company Weinstein & Wohlafka, is headquartered in Westbury, New York. The team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Great Neck, NY
Services provided
Launched in 1930, L.H. Rosoff & Company is a small Accounting company headquartered in Great Neck, New York. Their team specializes in Accounting.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
Steinberg, Steckler & Picciurro is an Accounting company founded in 1950. The agency specializes in Accounting, and is small.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
Services provided
Bogdan & Frasco is an Accounting company. Established in 1995, their team specializes in Accounting.
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$5,000+$200 - $300 / hr2 - 9Riverside, CA
Services provided
MG Business Services, an Accounting company, provides Accounting. The agency is based in Riverside, California.
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$5,000+$150 - $199 / hr2 - 9
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Virtual CFO Group is a Finance & Accounting Outsourcing (FAO) company established in 2016. The small team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Undisclosed$50 - $99 / hrFreelancer
Services provided
SEOKlicks is a small SEO company headquartered in. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9Istanbul, Türkiye
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Established in 2014, Bordrox is an Accounting company. Located in Istanbul, Türkiye, the team provides Accounting and HR Consulting.
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$1,000+< $25 / hr10 - 49New Delhi, India
Services provided
Established in 2018, Cloudlity Softwares Pvt Ltd is an Accounting company. The team offers Accounting and Web Design.
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$1,000+< $25 / hr10 - 49New York, NY
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My Presentation Designer is an Advertising company. The New York, New York-based team provides Advertising and Branding.
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$1,000+Undisclosed10 - 49Surat, India
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Storetopper - Digital Marketing Company (SEO, ASO, SMO) Services is a small Surat, India-based Accounting company. Their services include Accounting and Advertising.
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UndisclosedUndisclosed2 - 9Sylhet, Bangladesh
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BPOSYL Limited is an Accounting company. Their team is headquartered in Sylhet, Bangladesh. The agency focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Schroeder Consulting Services, LLC is an Accounting company established in 2017. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Dollard-des-Ormeaux, Canada
Services provided
Based in Dollard-des-Ormeaux, Canada, ER Accounting Services is an Accounting company. Founded in 2005, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brossard, Canada
Services provided
TJ Tax, an Accounting company, was established in 1992. The firm provides Accounting and Business Consulting, and is small.
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Undisclosed$50 - $99 / hr2 - 9Cranford, NJ
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CGMV Tax & Accounting, an Accounting company, offer Accounting and Business Consulting. They were launched in 2018.
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UndisclosedUndisclosed2 - 9Murray, UT
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Ferrone & Associates CPAs is a small Accounting company headquartered in Murray, Utah. The team focuses on Accounting and Business Consulting.
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Undisclosed< $25 / hr10 - 49Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates and Manjeri, India, Sahal Accounting Services is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
Services provided
Abacus Bookkeeping, LLC is an Accounting company. The Clermont, Florida-based team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$50,000+Undisclosed2 - 9Irvine, CA
Services provided
American Time and Labor Company is a small Accounting company headquartered in Irvine, California and Oceanside, California. The team focuses on Accounting and PEO/Employee Leasing.
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$1,000+$100 - $149 / hr2 - 9أبو ظبي, United Arab Emirates
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Level Accounts Auditing LLC is a small Accounting company established in 2017. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Headquartered in Raleigh, North Carolina, Julie Moreno Bookkeeping & Payroll is a small Accounting company. The team specializes in Accounting.
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$1,000+< $25 / hr10 - 49Ahmedabad, India
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Tavat Consultancy LLP is a small Ahmedabad, India-based Accounting company. Their services include Accounting and Email Marketing.
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UndisclosedUndisclosed2 - 9Ho Chi Minh City, Vietnam
Services provided
Cleer is an Accounting company. They are in Ho Chi Minh City, Vietnam and have small team of experts. Their services include Accounting and Business Consulting.
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$1,000+$200 - $300 / hr2 - 9Mulgrave, Australia
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Established in 2002, Business Solutions International is a Business Consulting and Accounting company. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lake Mary, FL
Services provided
AGA Advisors is an Accounting company. They provide Accounting and Financial Advising & Planning and are based in Lake Mary, Florida.
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$1,000+$50 - $99 / hr2 - 9Kyiv, Ukraine
Services provided
Anstrum Law Firm is a Business Consulting company. They were launched in 2018, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
TMA Accounting + Payroll is an Accounting company. The Indianapolis, Indiana-based firm was established in 2000. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Knoll Tax Service LLC is an Accounting company. The Minneapolis, Minnesota-based team specializes in Accounting.
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$1,000+< $25 / hr2 - 9
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Krushna Accounting is an Accounting company established in 2015. In Bromley, England, the team specializes in Accounting.
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$10,000+$25 - $49 / hr2 - 9New Delhi, India
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Indian Taxation and Accounts Consultancy is a Tax Law company. Established in 2007, the team offers Tax Law and Accounting. The agency is in New Delhi, India and New Delhi, India.
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$1,000+UndisclosedFreelancerToronto, Canada
Services provided
Vlad Alyokhin, CPA, Professional Corporation is an Accounting company. Their small team of employees is in Toronto, Canada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Condon Financial is a small Rockhampton, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Trood Pratt is an Accounting company. They are located in Sydney, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Evesham, NJ
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GG CPA services is a small Accounting company. They provide Accounting and were established in 2016.
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UndisclosedUndisclosed10 - 49Fredericksburg, TX
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Marc A Jacobi & Associates is a small Accounting company. They specialize in Accounting and Business Consulting and were launched in 2000.
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$1,000+$50 - $99 / hr2 - 9Union, NJ
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Accounting company KelliWorks Accounting Firm is based in Union, New Jersey. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$100 - $149 / hr2 - 9San Rafael, CA
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Axis Accounting Services is a small San Rafael, California-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+Undisclosed10 - 49San Francisco, CA
Services provided
A Simple Office Solution, Inc. Is a small San Francisco, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Los Angeles, CA
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E HUNT CPA is a small Los Angeles, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Fitzroy North, Australia
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Kostov Chartered Accountants, an Accounting company, was launched in 2016. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Established in 2008, FAILSAFE CPA, a small Accounting company, is in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosedFreelancerFitchburg, WI
Services provided
IBC Bookkeeping Solutions, LLC, an Accounting company, was established in 2010. Based in Fitchburg, Wisconsin, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Columbus, GA
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Small Accounting company MCW Tax & Business Services, is located in Columbus, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jesup, GA
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Kimberly Anderson Rozier, CPA, PC, an Accounting company, was launched in 2005. Based in Jesup, Georgia, the team specializes in Accounting and Business Consulting.
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$1,000+$100 - $149 / hr2 - 9Bald Hills, Australia
Services provided
Outclass Accountants is an Accounting company. Based in Bald Hills, Australia and Underwood, Australia, the agency was launched in 2017. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peachtree Corners, GA
Services provided
Established in 2008, Cyril and Associates Accounting is an Accounting company. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Albany, NY
Services provided
Accounting company Elite Business Solutions is headquartered in Albany, New York. Launched in 2009, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Georgetown, DE
Services provided
VANCO Financial Group is a small Georgetown, Delaware-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
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- In-depth client interviews and ratings
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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.