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.
-
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 branding, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
-
$5,000+$200 - $300 / hr10 - 49
Services provided
Founded in 2020, Sorso is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Established in 2017, Yaw Capital is an Insurance Services & Brokers company. The agency provides Insurance Services & Brokers and Performance Marketing.
Read more -
UndisclosedUndisclosed2 - 9Coeur d'Alene, ID
Services provided
Kane Tax & Accounting is an Accounting company established in 2024. Based in Coeur d'Alene, Idaho, the team provides Accounting.
Read more -
$1,000+< $25 / hr50 - 249
Services provided
Ben Accounting & Consulting LLC is a San Francisco, California-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$150 - $199 / hr10 - 49
Services provided
Convoy Finance is an Accounting company. Founded in 2019, the team provides Accounting and Fractional CFO Services. The agency is based in Toronto, Canada.
Read more -
$1,000+$50 - $99 / hr10 - 49Dhaka, Bangladesh
Services provided
Digital Asset Management company Bizz Solutions PLC was founded in 2024. The team specializes in Digital Asset Management and ERP consulting and SI and is headquartered in Dhaka, Bangladesh.
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
AFServices, an Accounting company, is located in Vilnius, Lithuania. The team provides Accounting and Financial Advising & Planning.
Read more -
Undisclosed$25 - $49 / hr2 - 9
Services provided
Finse iTech Accounting, Lda, an Accounting company, focuses on Accounting and Financial Consulting. The firm is based in Coimbra, Portugal.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Chandnani & Associates - Chartered Accountant is a Financial Consulting company established in 2014. Their services include Financial Consulting and Commercial Financing.
Read more -
$1,000+$150 - $199 / hrFreelancer
Services provided
Financial Advising & Planning company Businessplan-Werkstatt was established in 2023. The agency specializes in Financial Advising & Planning and Business Consulting, and is small.
Read more -
UndisclosedUndisclosed1,000 - 9,999
Services provided
Baker Tilly ASA is an Accounting company founded in 1991. Headquartered in New Delhi, India and Gurugram, India, the team specializes in Accounting and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Founded in 2010, Lexarox Accounts is an Accounting company. The team specializes in Accounting and is headquartered in London, England.
Read more -
$10,000+Undisclosed10 - 49Ingleburn, Australia
Services provided
RNO Financial & Accountants is an Accounting company. Founded in 2015, the company focuses on Accounting and Digital Asset Management.
Read more -
$1,000+$100 - $149 / hr10 - 49
Services provided
Accounting company Lighthouse Consultants Inc. Is located in Arcadia, California and Los Angeles, California. The team provides Accounting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
Accounting company Metasoftec is in Karachi, Pakistan. Launched in 2022, the team focuses on Accounting and Manufacturing Consulting.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Accounting company Finance Crafters is located in Jamnagar, India. Their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr2 - 9Manistee, MI
Services provided
Michigan Tax CPA | Harvey & Thompson is a small Accounting company launched in 1981. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+Undisclosed2 - 9
Services provided
Cosec is a Corporate Relocation company. The Dubai, United Arab Emirates-based agency specializes in Corporate Relocation and Employer of Record (EOR) Services.
Read more -
$1,000+< $25 / hr10 - 49Fort St. John, Canada
Services provided
Eclipse LLP, an Accounting company, is based in Fort St. John, Canada. The team provides Accounting.
Read more -
$5,000+$25 - $49 / hr10 - 49
Services provided
Ai Finora, an Accounting company, is located in United States, Alabama. They specialize in Accounting.
Read more -
UndisclosedUndisclosedFreelancerGranada, Spain
Services provided
ESTRATEGYCCO is a Finance & Accounting Outsourcing (FAO) company established in 2021. The small team offers Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Launched in 2020, Avrio Global Inc is a software development company. The team focuses on Custom Software Development and Insurance Services & Brokers.
Read more -
Undisclosed$25 - $49 / hr2 - 9
Services provided
EasyFintech is an Accounting company headquartered in Raipur, India. They offer Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9London, England
Services provided
Millet Audit is an Accounting company. The London, England-based agency was established in 2012. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
In Dubai, United Arab Emirates, CREDENZA GLOBAL ACCOUNTING & BOOKKEEPING L.L.C is an Accounting company. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were launched in
Read more -
$5,000+$150 - $199 / hr10 - 49
Services provided
HLM Consultants, a Back Office Outsourcing company, is located in Karachi, Pakistan. Launched in 2026, the team focuses on Back Office Outsourcing and Accounting.
Read more -
$1,000+$25 - $49 / hr2 - 9Dubai, United Arab Emirates
Services provided
Established in 2024, AIMuhaseb is a small Accounting company based in Dubai, United Arab Emirates. Their team specializes in Accounting.
Read more -
$1,000+$25 - $49 / hr10 - 49Hyderabad, India
Services provided
Am Accountable is an Accounting company. The Hyderabad, India-based company was launched in 2011. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Company Formations Hub, LLC is a Business Consulting company. The Palanga, Lithuania-based team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed250 - 999
Services provided
Apt Business Services is an Accounting company. They are based in SPRING HILL, Australia, and their services include Accounting and Business Valuation Services.
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
Corvi Consultores SAS is a small BOGOTA, Colombia-based Accounting company. The team provides Accounting and Financial Advising & Planning.
Read more -
Undisclosed$50 - $99 / hr10 - 49Abu Dhabi, United Arab Emirates
Services provided
Accounting company Al Wataniya for Accounting and Tax Services was founded in 2017. The small team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$25 - $49 / hr10 - 49
Services provided
G&M Bookkeeping & Accounting Ltd, an Accounting company, was established in 2020. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is small.
Read more -
$1,000+$25 - $49 / hr2 - 9
Services provided
Digi Accounting is an Accounting company. They are based in London, England and have small team of experts. Their services include Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Bengaluru, India
Services provided
Founded in 2024, DS Consultants is a Financial Advising & Planning company. The team offers Financial Advising & Planning and Financial Consulting and is located in Bengaluru, India.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Launched in 2024, GivingArc is an Accounting company. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Journey Expedited Services is a Business Consulting company established in 2017. The team provides Business Consulting and Financial Advising & Planning and is headquartered in New York , New York.
Read more -
$1,000+$300+ / hrFreelancer
Services provided
Island Waters Accounting LLC is an Accounting company headquartered in Peoria, Arizona. Their services include Accounting and Business Consulting.
Read more -
$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.
Read more -
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.
-
UndisclosedUndisclosed10 - 49
Services provided
Accounting company Intelpoint Consulting is in Nairobi, Kenya. Founded in 2016, the team provides Accounting and Tax Law.
Read more -
$1,000+Undisclosed2 - 9Petaling Jaya, Malaysia
Services provided
Synergy Outsourcing Sdn. Bhd. Is a Petaling Jaya, Malaysia-based Direct Marketing company. They specialize in Direct Marketing and Back Office Outsourcing.
Read more -
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.
-
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.
-
$1,000+$25 - $49 / hr250 - 999Rancho Cordova, CA
Services provided
Atlas Labor Force is a Staffing company established in 2019. The team provides Staffing and Recruiting and is based in Rancho Cordova, California.
Read more -
UndisclosedUndisclosedFreelancerSt. Louis, MO
Services provided
Hutter CPA, LLC is an Accounting company. The company is based in St. Louis, Missouri. Their team specializes in Accounting.
Read more -
$10,000+< $25 / hr10 - 49Montréal, Canada
Services provided
Bardosh.ca Income Tax & Accounting is a small Accounting company launched in 2012. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Princeton KPO, an Accounting and Financial Advising & Planning company, is in. They focus on Accounting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr2 - 9Lahore, Pakistan
Services provided
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.
Read more -
$1,000+$100 - $149 / hr10 - 49Cape Town, South Africa
Services provided
Dyantyi Chartered, an Accounting company, is based in Cape Town, South Africa. They focus on Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
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
-
$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
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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
35.7/40.017.6/20 Reviews8.8/10 Clients & Experience9.3/10 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.6/40.017/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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+$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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 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+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 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 -
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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
31.7/40.016.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.7/40.016.2/20 Reviews10/10 Clients & Experience5.5/10 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.