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.
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$5,000+< $25 / hr2 - 9Karachi, Pakistan
Services provided
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
Services provided
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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Undisclosed$100 - $149 / hr2 - 9
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FORCS, LLC, an Accounting company, was established in 2025. The agency focuses on Accounting.
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$10,000+$50 - $99 / hr250 - 999
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MG Talents is a software development firm established in 2025. Based in Antananarivo, Madagascar, the team focuses on Custom Software Development and Web Development.
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$1,000+$150 - $199 / hr2 - 9Unterägeri, Switzerland
Services provided
Karim Mangas Circles GmbH is an Accounting company. They are located in Unterägeri, Switzerland. Their team provides Accounting and Financial Consulting.
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$1,000+$150 - $199 / hr2 - 9Kielce, Poland
Services provided
Voltex Invest , a Finance & Accounting Outsourcing (FAO) company, was established in 2020. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+Undisclosed2 - 9
Services provided
Christina Davis Agency LLC DBA C. Davis Insurance Agency is an Insurance Services & Brokers company. In Oklahoma City, Oklahoma, their team offers Insurance Services & Brokers.
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$10,000+$50 - $99 / hr50 - 249
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Whitecliff Credit Improvement Services Pvt. Ltd is a Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning.
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$1,000+< $25 / hr50 - 249
Services provided
BFC Tax Accountants is an Accounting company. They provide Accounting and were launched in 2018.
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Undisclosed$50 - $99 / hr2 - 9Newport Beach, CA
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Small Accounting company The Sapphire Group, is located in Newport Beach, California. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hr2 - 9Budapest, Hungary
Services provided
See all 1 projectsAdminangel.hu offers accounting services, specializing in bookkeeping and tax preparation. The reviews highlight their competence, client-oriented approach, and ability to deliver projects on time, emphasizing their good value for cost. Overall, clients report high satisfaction with their timely and effective service delivery.
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$1,000+$25 - $49 / hr2 - 9Wolsztyn, Poland
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IDMK sp. Z o.o. Is a software development firm. They are in Wolsztyn, Poland. Their team focuses on Custom Software Development and Web Development.
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$1,000+< $25 / hr2 - 9Dubai, United Arab Emirates
Services provided
Outsourceaccountingme.com is an Accounting company. The team is located in Dubai, United Arab Emirates, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosedFreelancerLviv, Ukraine
Services provided
Located in Lviv, Ukraine and Lviv, Ukraine, ACCOUNTINGSERVICES is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Guwahati, India
Services provided
Mismo Solutions is an e-commerce development company. Established in 2020, the team specializes in E-Commerce Development and Branding.
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$10,000+$100 - $149 / hr10 - 49Gangnam-gu, South Korea
Services provided
GTL KOREA Co., Ltd, a Business Consulting company, was launched in 2007. The agency provides Business Consulting and Marketing Strategy.
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$1,000+$300+ / hrFreelancerToronto, Canada
Services provided
Robert D. Ljiljanic is a Business Consulting company headquartered in Toronto, Canada. Their services include Business Consulting and Commercial Development.
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$1,000+< $25 / hr50 - 249New Delhi, India
Services provided
Founded in 2012, D D Agrawal & Co., a midsize Accounting company, is in New Delhi, India. Their team provides Accounting and Financial Advising & Planning.
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$1,000+$25 - $49 / hrFreelancerBengaluru, India
Services provided
Nataraja Nanjundaiah & Co, a Financial Advising & Planning company, is in Bengaluru, India. Launched in 2021, the team focuses on Financial Advising & Planning and Accounting.
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$5,000+$100 - $149 / hr2 - 9Los Angeles, CA
Services provided
Business Consulting company Ellamints was founded in 2019. The agency specializes in Business Consulting and Finance & Accounting Outsourcing (FAO), and is small.
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$1,000+$25 - $49 / hr50 - 249New Delhi, India
Services provided
Re Nutech Solutions Inc is a Financial Advising & Planning company founded in 2015. The firm focuses on Financial Advising & Planning and Finance Law, and is midsize.
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$1,000+$25 - $49 / hr2 - 9Soweto, South Africa
Services provided
EDG Marketing , a Commercial Brokerage Services company, was established in 2023. The company focuses on Commercial Brokerage Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Delafield, WI
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Established in 2012, Wilson Small Business Accounting is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$200 - $300 / hr2 - 9
Services provided
Helloledger Pty Ltd is an Accounting company established in 2020. The team offers Accounting and Business Consulting and is based in.
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UndisclosedUndisclosed2 - 9Manchester, England
Services provided
Accounting company Linx Accounting Services Limited is headquartered in Manchester, England. Founded in 2018, the team specializes in Accounting.
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$1,000+$50 - $99 / hr10 - 49Denver, CO
Services provided
Sagelight Accounting LLC is an Accounting company in Denver, Colorado and Lahore, Pakistan. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$25 - $49 / hrFreelancerHeredia, Costa Rica
Services provided
Accounting company Quality Bookkeeping of Costa Rica was launched in 2024. The small team specializes in Accounting.
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$1,000+$25 - $49 / hr2 - 9
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Small IT strategy consulting company PowerGrit Advisors Corporation, is based in Mabalacat, Philippines. The team offers IT strategy consulting and Business Consulting.
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Undisclosed< $25 / hr2 - 9
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LMA Accounting and Consulting, a small Accounting company, is based in Palwal, India. The team focuses on Accounting and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Gujranwala, Pakistan
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Atta Ur Rehman & Co is an Accounting company. In Gujranwala, Pakistan, their small team provides Accounting and Financial Advising & Planning. The company was founded in 2023.
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$1,000+$50 - $99 / hrFreelancerPhiladelphia, PA
Services provided
Devon Tolbert, Bookkeeper is an Accounting company. They are based in Philadelphia, Pennsylvania. Their team offers Accounting and Financial Consulting.
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$1,000+$25 - $49 / hr10 - 49Amman, Jordan
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Bluhorizon is an Amman, Jordan-based Accounting company. Their services include Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9
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See all 5 projectsMTS LLP offers a range of accounting services including bookkeeping, tax preparation, and financial advisory, particularly excelling in CPA services for veterinary and medical practices. Clients highly commend their proactive and detail-oriented approach, as well as their ability to provide practical, tailored financial advice. The firm is recognized for delivering peace of mind with up-to-date knowledge of tax laws.
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UndisclosedUndisclosed10 - 49Skopje, North Macedonia
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See all 2 projectsAccounting office specialized for all type of businesses with more than 26 years of experience and 350 companies in client portfolio. Aleksandar-AK offers consulting services which will give
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$1,000+$50 - $99 / hr2 - 9Nairobi, Kenya
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See all 2 projectsAt Human Capital Outsourcing Limited, our journey began in 2017. We're not just an HR consultancy firm; we're your trusted strategic partners in realizing your vision. Over the years, our commitment
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$1,000+< $25 / hr50 - 249Sugar Land, TX
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See all 2 projectsSwyft POS empowers U.S. businesses of all sizes with a comprehensive suite of smart payment and operational solutions. Beyond cutting-edge Point of Sale hardware and software, we streamline your
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UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
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See all 1 projectsProviding all type of business solution services, such as Tax services, administrative consultancies and studies to public departments and companies, administrative performance analysis, procedural
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UndisclosedUndisclosed250 - 999
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See all 1 projectsAt POSCircle.com, we're pioneers in redefining the way businesses handle transactions. Our cutting-edge point-of-sale solutions empower merchants with seamless, secure, and efficient tools to drive
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$1,000+< $25 / hr250 - 999
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See all 1 projectsWHAT WE DO: Cordatus Resource Group helps mid-market companies scale operations, reduce costs, and overcome labor shortages by providing customized Business Process Outsourcing (BPO) and automation
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$25,000+< $25 / hr10 - 49Toronto, Canada
Services provided
See all 1 projectsManaging tax accounting efficiently requires expert guidance, whether it's for bookkeeping near me tax filing near me, or comprehensive accounting services. At Taxccount Canada Inc. connect you with
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Undisclosed$300+ / hr2 - 9Federal Way, WA
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See all 1 projectsAt MSB Accounting Solutions, we believe in building strong, collaborative relationships with our clients. We take the time to understand their unique needs, goals, and challenges, allowing us to
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UndisclosedUndisclosed10 - 49
Services provided
See all 1 projectsADD-ON Taxation & Accounting is a leading tax consultancy and business setup firm based in Dubai, UAE. We specialize in delivering comprehensive financial, accounting, and tax solutions tailored
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UndisclosedUndisclosed2 - 9Albuquerque, NM
Services provided
See all 1 projectsWe're IRS-approved Certifying Acceptance Agents (CAA). Our team has completed IRS training and is authorized to help non-U.S. citizens without Social Security Number (SSN) get
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$1,000+$25 - $49 / hr10 - 49
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See all 1 projectsWe support global eCommerce brands with expert accounting and bookkeeping solutions. As a trusted Accounting and Bookkeeping Company serving businesses selling across the USA, UK, EU, and other
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$5,000+$25 - $49 / hr10 - 49San Ramon, CA
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See all 1 projectsCore Finance Advisor is a tech-enabled fiduciary managing $500M+ in assets across San Ramon, Overland Park, and Champaign. We provide holistic LLC formation, tax, accounting, and wealth management
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$1,000+$50 - $99 / hr2 - 9
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See all 1 projectsMaliyan Jan Seva Kendra is a premier digital service hub located in Chakrata, Uttarakhand, dedicated to bridging the gap between government administration and the local community. Operating as an
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$1,000+< $25 / hr10 - 49
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See all 1 projectsUS Clothing is a personalised clothing and workwear brand specialising in custom printing, embroidery, and branded apparel for businesses, teams, events, and individuals. Founded in 2016 in Bolton,
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$1,000+$25 - $49 / hr50 - 249Chennai, India
Services provided
See all 4 projectsAdrotack Global service Pvt Ltd specializes in accounting services, including bookkeeping, financial reporting, and tax preparation, with a strong emphasis on automation and process standardization. Reviews highlight the company's effective communication, timely project delivery, and valuable business advice, reflecting a customer-centric approach and a commitment to reducing costs and errors. Clients appreciate their role in developing business strategies and view them as integral partners in achieving financial stability.
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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.