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 fintech and startup clients, offering services such as branding, website development, and SEO optimization. The reviews reveal a 100% positive feedback rate, highlighting impressive project management, responsive communication, and strategic expertise. Over 50% of reviewers commend CSTMR's ability to enhance brand awareness and digital presence, while all mention the agency’s strong partnership approach 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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$10,000+$300+ / hr10 - 49Lake Forest, IL
Services provided
Elite Consulting, P.C., a Tax Law company, was established in 2016. Based in Lake Forest, Illinois, the team focuses on Tax Law and Accounting.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
Services provided
Launched in 2023, Almalia Consulting FZCO is a small Accounting company in Dubai, United Arab Emirates. Their team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Hyderabad, India
Services provided
INNOBRANT, a Financial Consulting company, provide Financial Consulting and Financial Advising & Planning. They were launched in 2023.
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$1,000+$25 - $49 / hr10 - 49Bangkok, Thailand
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M&E (Thailand) Co., Ltd. Is an Accounting company. The Bangkok, Thailand-based team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Launched in 2024, Ferguson Brown Insurance Brokers is an Insurance Services & Brokers company. The small team offers Insurance Services & Brokers and Business Consulting.
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$1,000+$200 - $300 / hr10 - 49Frederick, MD
Services provided
Monocacy CPAs & Associates is a small Accounting company launched in 1991. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Swift Accounting and Business Solutions Ltd. Is an Accounting and Tax Law company launched in 2011. The team focuses on Accounting and Tax Law.
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$1,000+$50 - $99 / hr2 - 9Calgary, Canada
Services provided
Small Business Quality Solutions Ltd. (SBQS) is an Accounting company headquartered in Calgary, Canada. The team provides Accounting and Web Design.
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Undisclosed$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Accounting company FMC Accountants is in Dubai, United Arab Emirates. They offer Accounting and Financial Advising & Planning and were established in 2020.
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UndisclosedUndisclosed2 - 9
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Hodges & Wreyford is an Accounting company. Established in 2020, the company is located in Shreveport, Louisiana. Their team offers Accounting.
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$5,000+$200 - $300 / hr2 - 9
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CT STRATEGIC PARTNERS LLC is a Sheridan, Wyoming-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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CompFinO is an Accounting company. The team provides Accounting and is in Naples, Florida.
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UndisclosedUndisclosed10 - 49Purley, England
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Artemis Insurance is a Purley, England-based Insurance Services & Brokers company. Launched in 2026, the team focuses on Insurance Services & Brokers.
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Undisclosed$50 - $99 / hr10 - 49Cerritos, CA
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Libre Tax Service is an Accounting company. The Cerritos, California-based team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
Services provided
Accounting company Eight nerds is headquartered in North Sydney, Australia. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$50 - $99 / hr10 - 49London, England
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Accounting company Zmartly Ltd is in London, England. They focus on Accounting.
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$1,000+< $25 / hr10 - 49
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Founded in 2025, Mortgage Squad Advisors - Highly Rated Mortgage Broker is a Financial Advising & Planning company. The company specializes in Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
Services provided
Inchub Corporate Services Providers LLC, a small Business Consulting company, is in Dubai, United Arab Emirates. Their services include Business Consulting and Corporate Relocation.
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UndisclosedUndisclosed10 - 49Thane, India
Services provided
MFOnline is a Financial Advising & Planning company located in Thane, India. The team provides Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Insurance Services & Brokers company Al Nabooda Insurance Brokers is located in Dubai, United Arab Emirates. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
Services provided
C P Agrawal And Assciates, an Accounting company, was established in 2001. The team offers Accounting and Tax Law and is in Delhi, India.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Wefinx is an Accounting and Fractional CFO Services company. Launched in 2020, the agency is headquartered in Oakville, Canada. Their team offers Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Austin, TX
Services provided
Dimov Tax is an Austin, Texas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Liverpool, England
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Accounting company HQ Accountancy Ltd was established in 2017. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Bengaluru, India
Services provided
ZBooks Migration is a small Finance & Accounting Outsourcing (FAO) company in Bengaluru, India. The team provides Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249
Services provided
Commercial Financing company Vallabhi Capital focuses on Commercial Financing and Funding & Investment. They were launched in 2023.
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$5,000+$100 - $149 / hr2 - 9Tinley Park, IL
Services provided
Based in Tinley Park, Illinois, Navigator Bookkeeping is an Accounting and Financial Consulting company. Founded in 2018, the team provides Accounting and Financial Consulting.
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Undisclosed$25 - $49 / hr2 - 9Karachi, Pakistan
Services provided
See all 1 projectsHashtag offers services including company registration, taxation, and bookkeeping, effectively supporting new businesses. Reviews highlight outstanding work, with clients appreciating their guidance in financial management and cost-saving strategies. The overall feedback emphasizes strong communication and the firm's ability to tailor solutions to clients' needs, making it a reliable partner for financial reporting and tax preparation.
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UndisclosedUndisclosed10 - 49
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Accounting company Intelpoint Consulting is in Nairobi, Kenya. Founded in 2016, the team provides Accounting and Tax Law.
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$1,000+Undisclosed2 - 9Petaling Jaya, Malaysia
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Synergy Outsourcing Sdn. Bhd. Is a Petaling Jaya, Malaysia-based Direct Marketing company. They specialize in Direct Marketing and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
Services provided
See all 1 projectsMeriwether, Wilson and Company, PLLC offers comprehensive Accounting services, including Tax Preparation and strategic advisement throughout the year. Clients express high satisfaction with their end-of-year tax results and ongoing support, highlighting the company's effectiveness and alignment with client values. The firm is praised for its reliable communication and long-term partnership potential.
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UndisclosedUndisclosed250 - 999Waterloo, Canada
Services provided
See all 1 projectsBaker Tilly Canada is an accounting services firm specializing in tax preparation and financial reporting. The review indicates a mixed experience, highlighting efficiency and thoroughness in previous engagements, but recent dissatisfaction due to delayed communication regarding tax filing and a substantial fee increase. The client perceives a lack of cordiality, suggesting an area for improvement in client relations.
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$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
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Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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Hutter CPA, LLC is an Accounting company. The company is based in St. Louis, Missouri. Their team specializes in Accounting.
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$10,000+< $25 / hr10 - 49Montréal, Canada
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Bardosh.ca Income Tax & Accounting is a small Accounting company launched in 2012. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49
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Princeton KPO, an Accounting and Financial Advising & Planning company, is in. They focus on Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9Lahore, Pakistan
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Tax Nerd Pakistan is a Tax Law company. Launched in 2023, the agency is in Lahore, Pakistan. Their team offers Tax Law and Intellectual Property Law.
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$1,000+$100 - $149 / hr10 - 49Cape Town, South Africa
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Dyantyi Chartered, an Accounting company, is based in Cape Town, South Africa. They focus on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Riyadh, Saudi Arabia
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Brokerarab is a Riyadh, Saudi Arabia-based Insurance Services & Brokers company. Launched in 2023, the team offers Insurance Services & Brokers and Financial Advising & Planning.
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$10,000+$300+ / hr2 - 9Stockport, England
Services provided
Certax Accounting (South Manchester), an Accounting company, was founded in 2023. The small team provides Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Launched in 2024, 9Point Capital, a small Digital Asset Management company, is in Mumbai, India and Mumbai, India. Their team specializes in Digital Asset Management and Financial Advising &
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$1,000+< $25 / hr10 - 49Islamabad, Pakistan
Services provided
See all 1 projectsE-ALPHA (PRIVATE) LIMITED specializes in Amazon account management and reinstatement services, as evidenced by their successful handling of a suspended Amazon account for a retail company. Reviews highlight their professional and responsible approach, continuous communication, and comprehensive understanding of Amazon's requirements, which have been praised as impressive and effective.
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Undisclosed< $25 / hr2 - 9Dubai, United Arab Emirates
Services provided
See all 1 projectsDarji Accounting and Bookkeeping offers a range of services, including Auditing, Accounting, and VAT registration. The overall feedback highlights their ability to deliver high-quality services efficiently and cost-effectively, with a strong emphasis on meeting deadlines. Clients value their professional approach and the excellent outcomes achieved through their expertise in financial matters.
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$1,000+$25 - $49 / hr2 - 9Savannah, GA
Services provided
Launched in 2023, BluStripes Accounting is a Finance & Accounting Outsourcing (FAO) and Accounting company. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Graphic design company Smartech ABASM Information Technology was established in 2023. The firm specializes in Graphic Design and Logo.
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$1,000+< $25 / hr10 - 49
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Gowakeel is a small Tax Law company launched in 2022. Their team offers Tax Law and Accounting.
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$5,000+< $25 / hr2 - 9Karachi, Pakistan
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2BSOFTECH is a branding company. Their team is headquartered in Karachi, Pakistan. The firm focuses on Branding and Digital Strategy.
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UndisclosedUndisclosed10 - 49Selden, NY
Services provided
See all 1 projectsTaxOnTrack offers a range of professional services tailored to meet your unique accounting needs. Our range of services includes - Tax Services for Individuals and Businesses, Accounting and
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$1,000+$150 - $199 / hr2 - 9Tallahassee, FL
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See all 1 projectsGilbert Financial Partners provides bookkeeping, accounting, and fractional CFO services for small and mid-sized businesses in Jacksonville and Tallahassee, FL, and virtually across Florida. We're
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Undisclosed< $25 / hr10 - 49
Services provided
See all 1 projectsY2D Accounting offers comprehensive services, including bookkeeping, tax preparation, payroll, and financial reporting. Overall feedback highlights the company's accuracy, timely delivery, and responsiveness to client needs, with specific praise for their reliability and precision in financial management. Clients appreciate their commitment to meeting compliance standards and delivering cost-effective solutions.
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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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 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
35.8/40.017.6/20 Reviews8.8/10 Clients & Experience9.5/10 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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.8/40.016.2/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.3/40.018.2/20 Reviews6.9/10 Clients & Experience7.2/10 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+$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 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.1/40.015.6/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.6/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% 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
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.