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 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.
-
$1,000+$100 - $149 / hr2 - 9
Services provided
Headquartered in Dubai, United Arab Emirates, Advanced Accounting Services is an Accounting company. Founded in 2015, the team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
DX & Rise Consultants is a small Dubai, United Arab Emirates-based Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9
Services provided
TAX IT 4 ME INC is an Accounting company based in Mississauga, Canada. Their services include Accounting and Tax Law.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Ibrahim Tawakul Accounting and Bokkeeping, an Accounting and Financial Advising & Planning company, was founded in 2019. The small team offers Accounting and Financial Advising & Planning.
Read more -
Undisclosed$25 - $49 / hr2 - 9Ajax, Canada
Services provided
Adcount is a SEO company. Their team is in Ajax, Canada. The firm offers Search Engine Optimization and Web Development.
Read more -
UndisclosedUndisclosed50 - 249Altamonte Springs, FL
Services provided
Innovant Solutions Inc. Is a branding agency. The team focuses on Branding and Market Research and is located in Altamonte Springs, Florida.
Read more -
$5,000+< $25 / hr2 - 9Dubai, United Arab Emirates
Services provided
Small Accounting company Abstract Auditing and Bookkeeping, is based in Dubai, United Arab Emirates and Dubai, United Arab Emirates. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Sela Tax & Accounting, an Accounting company, specialize in Accounting. They were established in 2012.
Read more -
Undisclosed< $25 / hr10 - 49Stanmore, England
Services provided
Based in Stanmore, England, GLC Globe Pvt Ltd is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 2019.
Read more -
$1,000+$50 - $99 / hr50 - 249
Services provided
Keys is a PEO/Employee Leasing company. Their midsize team of employees is located in Cairo, Egypt. Their team provides PEO/Employee Leasing and HR Outsourcing.
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
SOFTRE is a Logo company. The London, England-based agency was established in 2013. Their services include Logo and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Tradex Chartered Accountants & Consultants, an Accounting company, is located in Dubai, United Arab Emirates. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stuart, FL
Services provided
In Stuart, Florida, Acquisition Experts LLC is a Financial Advising & Planning company. They focus on Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Amber Business Solutions, a web design agency, is located in Ruislip, England and Ruislip, England. They provide Web Design and Search Engine Optimization and were launched in 2021.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
Finance & Accounting Outsourcing (FAO) and Accounting company Our Bookkeeping Services was launched in 2016. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Hammond, IN
Services provided
FBTC Inc. Is a small Business Consulting company. They focus on Business Consulting and Accounting and were established in 2022.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Brugger Wealth Management is a Financial Advising & Planning company. The Brandon, Canada-based agency was launched in 1996. Their team provides Financial Advising & Planning and Accounting.
Read more -
Undisclosed< $25 / hr10 - 49New Delhi, India
Services provided
Qualicentric is an Accounting company. Their team is in New Delhi, India and specializes in Accounting and Financial Advising & Planning.
Read more -
$1,000+$300+ / hr10 - 49Abu Dhabi, United Arab Emirates
Services provided
BERICHT is a Finance & Accounting Outsourcing (FAO) company in Abu Dhabi, United Arab Emirates. They provide Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Moorhead, MN
Services provided
Founded in 2021, Saad Janjua - State Farm Insurance Agent is an Insurance Services & Brokers company. Their team offers Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Elevar Acc is a small Woodbridge Township, New Jersey-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
ASA FINANCIAL , a Finance & Accounting Outsourcing (FAO) and Accounting company, was established in 2015. The small team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10,000+Germantown, MD
Services provided
Team Base is a Commercial Financing company. Founded in 2023, their team specializes in Commercial Financing and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
Crescendo Accounting & Consulting, CPA, an Accounting company, is headquartered in Calgary, Canada. Founded in 2020, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosedFreelancerMumbai, India
Services provided
Finance & Accounting Outsourcing (FAO) company Stithulf is headquartered in Mumbai, India. Their services include Finance & Accounting Outsourcing (FAO) and Commercial Financing.
Read more -
$1,000+$25 - $49 / hr10 - 49Sandton, South Africa
Services provided
Payday Mate SA is a Sandton, South Africa-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Kostana Ljubicic is an Accounting company. Founded in 2010, the company focuses on Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
GoLuca, a Business Consulting company, is based in Westminster, Colorado. The team provides Business Consulting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
BlackIron, an Insurance Services & Brokers company, is based in Indianapolis, Indiana. Their services include Insurance Services & Brokers.
Read more -
UndisclosedUndisclosedFreelancerStockton, CA
Services provided
Accounting company Alvaro Garcia, CPA | PinnaclePoint Group Accounting, Tax, & Advisory Services offers Accounting. They were established in 2023.
Read more -
Undisclosed$200 - $300 / hr2 - 9
Services provided
Forrester | Morgan PLLC, an Accounting company, offers Accounting and Finance & Accounting Outsourcing (FAO). The firm is based in Plano, Texas.
Read more -
Undisclosed< $25 / hr2 - 9Pune, India
Services provided
Suitewise is a web design agency. They focus on Web Design and Logo and are in Pune, India.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Gorantla Associates is an Accounting company. The team is in Hyderabad, India and Hyderabad, India, and their services include Accounting and Financial Advising & Planning.
Read more -
$5,000+$25 - $49 / hr10 - 49Gurugram, India
Services provided
Svod advisory, a Cybersecurity company, offer Cybersecurity and Business Consulting. They were launched in 2017.
Read more -
UndisclosedUndisclosed10 - 49Kirribilli, Australia
Services provided
Kreston Stanley Williamson is an Accounting company launched in 1969. The agency offers Accounting and Financial Advising & Planning.
Read more -
$1,000+$300+ / hr2 - 9Brisbane City, Australia
Services provided
Accounting company Envision Forensic Accounting provides Accounting. They are headquartered in Brisbane City, Australia.
Read more -
$100,000+$25 - $49 / hr10 - 49Kolkata, India
Services provided
Ginteja Insurance is an Insurance Services & Brokers company headquartered in Kolkata, India. They focus on Insurance Services & Brokers and were founded in 2021.
Read more -
$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
Services provided
EasyWay Business Services is a Financial Advising & Planning company. In Dubai, United Arab Emirates, their team offers Financial Advising & Planning and Web Design.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Accountings Zone is an Accounting and Financial Advising & Planning company. They provide Accounting and Financial Advising & Planning and are in Ridgecrest, California and Ridgecrest, California.
Read more -
Undisclosed$100 - $149 / hr10 - 49Cape Saint Claire, MD
Services provided
Blockchain Crypto Tax Prep is a Digital Asset Management company located in Cape Saint Claire, Maryland. They provide Digital Asset Management and Accounting.
Read more -
Undisclosed< $25 / hr10 - 49
Services provided
Accounting company Tranquil Business Private Limited offers Accounting and Finance & Accounting Outsourcing (FAO). They are located in Ahmedabad, India.
Read more -
$1,000+Undisclosed2 - 9Fort Washington, PA
Services provided
GLI Truck Dispatch Services Inc, a Trucking company, is located in Fort Washington, Pennsylvania. Their services include Trucking and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed10 - 49Cardiff, Wales
Services provided
Crypto Accountants is an Accounting company. The agency is located in Cardiff, Wales. Their team provides Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosedFreelancerLaurelvale, Northern Ireland
Services provided
Legacy Advice Mortgages & Protection is a Financial Advising & Planning and Insurance Services & Brokers company. Their services include Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Tax Law company EMT Accounting & Taxation Services L.L.C. Was launched in 2018. The team offers Tax Law and Accounting.
Read more -
UndisclosedUndisclosedFreelancerLos Angeles, CA
Services provided
420 accounting services is a small Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Singapore
Services provided
Founded in 2023, Swiftly is a small Singapore-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed50 - 249
Services provided
Based in Stanmore, England, UK Cloud Accountants is a midsize Finance & Accounting Outsourcing (FAO) and Accounting company. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Slough, England
Services provided
The Money Orbit, a small Finance & Accounting Outsourcing (FAO) and Accounting company, is based in Slough, England. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
Undisclosed< $25 / hr2 - 9Conyers, GA
Services provided
Business Consulting company KTS Tax Financial Services, LLC is located in Conyers, Georgia. Founded in 2005, the team provides Business Consulting and Corporate Training & Coaching.
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
-
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.