Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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UndisclosedUndisclosed10 - 49Delhi, India
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NGO Pilot is a Business Consulting company. Their small team is in Delhi, India and provides Business Consulting and Accounting. The company was established in 2013.
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UndisclosedUndisclosed10 - 49Kolkata, India
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Nextgen is a small Accounting company based in Kolkata, India. The team provides Accounting and Financial Advising & Planning.
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$10,000+< $25 / hr50 - 249Newport Beach, CA
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Launched in 2023, Blackstone Commodity Group is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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$5,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Lingo Translation in Dubai is a Dubai, United Arab Emirates-based branding company. Their services include Branding and Translation.
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UndisclosedUndisclosed2 - 9
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Accounting company Texas Real Estate Tax Advisors was established in 2024. Located in Houston, Texas, the team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9Port St. Lucie, FL
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Zenith Tax & Accounting LLC A CPA Firm, an Accounting company, was established in 2023. Based in Port St. Lucie, Florida, the team focuses on Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9
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XLN ACCOUNTANTS is an Accounting company. The agency is in. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Capalin - Kapalin Insurance Broking Pvt ltd is a small Insurance Services & Brokers company based in Mumbai, India. The team offers Insurance Services & Brokers.
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$1,000+$150 - $199 / hr2 - 9West Allis, WI
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Launched in 2007, Lockwood Enterprises is a small West Allis, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr10 - 49Capalaba, Australia
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EEA Advisory is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The firm focuses on Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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$1,000+Undisclosed10 - 49Aliso Viejo, CA
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Orange County Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company located in Aliso Viejo, California. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$5,000+< $25 / hr10 - 49Ottawa, Canada
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Great Canadian Debt Relief Inc is a Business Consulting company. They were founded in 2022 and specialize in Business Consulting and Financial Advising & Planning.
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Undisclosed$100 - $149 / hr10 - 49Las Vegas, NV
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Clearwater HR Consulting, an Accounting company, was established in 2020. The agency offers Accounting and Labor & Employment Law.
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UndisclosedUndisclosed2 - 9Cape Town, South Africa
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All Things Bookkeeping is a small Finance & Accounting Outsourcing (FAO) company. They offer Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.
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UndisclosedUndisclosed10 - 49Berlin, Germany
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Commercial Financing company em2-consulting was established in 2020. Based in Berlin, Germany, the team offers Commercial Financing and Accounting.
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$5,000+$50 - $99 / hr10 - 49
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Truck Loan Broker is a Finance & Accounting Outsourcing (FAO) company. Located in Mickleham, Australia, the team focuses on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
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$1,000+< $25 / hr2 - 9Port St. Lucie, FL
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Accounting and Fractional CFO Services company Zenith Tax & Accounting LLC was founded in 2005. The company provides Accounting and Fractional CFO Services, and is small.
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UndisclosedUndisclosed2 - 9Ljubljana, Slovenia
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Established in 2012, My Global Si is a small Accounting company located in Ljubljana, Slovenia and Ljubljana, Slovenia. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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Lamar Car Insurance Bike Insurance Agent Noida Greater Noida is an Insurance Services & Brokers company located in Ghaziabad, India. They specialize in Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9
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PayLess Accountants is a Commercial Financing company established in 2018. The small team focuses on Commercial Financing and Accounting.
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$100,000+$50 - $99 / hr50 - 249Lagos, Nigeria
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OPSL CAPITAL VENTURES is a Commercial Financing company. They are based in Lagos, Nigeria. Their team offers Commercial Financing and Accounting.
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$1,000+$50 - $99 / hr2 - 9
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Launched in 2020, Vascad Marketing is a small Advertising company in. Their team offers Advertising and Branding.
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$1,000+< $25 / hr2 - 9Ashland, KY
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Insurance Services & Brokers company Ian Phillips - State Farm Insurance Agent was launched in 2021. The team provides Insurance Services & Brokers and is based in Ashland, Kentucky.
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$1,000+$50 - $99 / hr2 - 9
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Financial Consulting company Finance One is in Warszawa, Poland. The team specializes in Financial Consulting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr2 - 9Conroe, TX
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Lane Galloway - State Farm Insurance Agent is an Insurance Services & Brokers company. They were founded in 2024, and their services include Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9La Grange, KY
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Insurance Services & Brokers company Travis Peters - State Farm Insurance Agent was launched in 2018. The team offers Insurance Services & Brokers and is in La Grange, Kentucky.
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$25,000+$300+ / hr2 - 9Doha, Qatar
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Riskle LLC, a Business Consulting company, provide Business Consulting and Financial Advising & Planning. They were established in 2022.
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$1,000+$25 - $49 / hr10 - 49Nairobi, Kenya
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MGI Alekim LLP, a small Product Design company, is headquartered in Nairobi, Kenya. The team specializes in Product Design and Logo.
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$1,000+$100 - $149 / hr10 - 49Ikeja, Nigeria
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Droidedge Consulting is a CRM consulting and SI company. Their small team is in Ikeja, Nigeria and provides CRM consulting and SI and ERP consulting and SI. The company was launched in 2019.
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$1,000+< $25 / hr10 - 49New Delhi, India
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PKG Consultancy is a New Delhi, India-based Accounting company. The team offers Accounting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Durgavado, India
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In Durgavado, India, HelpdesQ is an Architectural Design company. Their services include Architectural Design and Product Design.
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$1,000+< $25 / hr2 - 9
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Founded in 2014, Citiline Accountants is an Accounting company. The agency provides Accounting and Financial Advising & Planning.
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Undisclosed$50 - $99 / hr2 - 9
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Financial Advising & Planning and Fractional CFO Services company Simplify My Numbers was founded in 2018. The team specializes in Financial Advising & Planning and Fractional CFO Services.
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UndisclosedUndisclosed10 - 49Jersey City, NJ
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Accounting company Scale CPA was launched in 2021. Located in Jersey City, New Jersey, the team provides Accounting and Financial Advising & Planning.
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$5,000+$50 - $99 / hr50 - 249
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Compliance For India is an Accounting company. Launched in 1983, their team provides Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr10 - 49
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D Y P Jain and Co LLP is a Finance & Accounting Outsourcing (FAO) company. In Delhi, India, the team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed2 - 9Genève, Switzerland
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Assurance Genevoise, a small Insurance Services & Brokers company, is in Genève, Switzerland. The team specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Floral Park, NY
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Established in 2007, Davidoff Accounting & Tax Services is a Business Consulting company. The company provides Business Consulting and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Helotes, TX
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The RedHead Solutions is an Accounting company. Their small team is in Helotes, Texas and provides Accounting and Finance & Accounting Outsourcing (FAO). The firm was founded in 2020.
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UndisclosedUndisclosed10 - 49Bridgeview, IL
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Auto Dealers Insurance Group is a Bridgeview, Illinois-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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$50,000+Undisclosed50 - 249Mumbai, India
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Bonanza Wealth is a Financial Advising & Planning and Financial Consulting company. Headquartered in Mumbai, India, the company offers Financial Advising & Planning and Financial Consulting.
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Undisclosed$100 - $149 / hr2 - 9Treviso, Italy
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STUDIO FRISACCO - LPA AND AUDIT is a Treviso, Italy-based Accounting company. Founded in 2006, the team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Ahmedabad, India
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FinGuru Services India, a Business Consulting company, is headquartered in Ahmedabad, India and Ahmedabad, India. Their services include Business Consulting and Financial Consulting.
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$1,000+$50 - $99 / hr10 - 49San Giorgio a Cremano, Italy
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Launched in 2019, Kairos Advice Company is a small SEO company. Their services include Search Engine Optimization and Web Design.
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UndisclosedUndisclosed2 - 9
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Strength In Numbers Crypto Tax and Accounting, an Accounting and Digital Asset Management company, focus on Accounting and Digital Asset Management. They were launched in 2010.
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$5,000+Undisclosed10 - 49Warszawa, Poland
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Established in 2021, InfinIT Ltd is a small Warszawa, Poland-based IT staff augmentation company. Their team offers IT staff augmentation and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr10 - 49
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Rocket Bookkeeper is an Accounting company founded in 2022. Their team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Bhiwadi, India
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Launched in 2020, GTS Consultant India is a midsize app development company. Their services include Mobile App Development and Accounting.
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$5,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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Finchoice Solutions is a Dubai, United Arab Emirates-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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Undisclosed$50 - $99 / hrFreelancerChicago, IL
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BM Accounting and Tax, Inc. Is an Accounting and Tax Law company. Launched in 2016, the agency is in Chicago, Illinois. Their services include Accounting and Tax Law.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 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+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 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 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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.