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 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.
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UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Founded in 2009, 3gistix, a small CRM consulting and SI company, is based in Dallas, Texas. Their team focuses on CRM consulting and SI and IT managed services.
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$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Services provided
De tempête is a Business Consulting company launched in 2017. The firm focuses on Business Consulting and Accounting, and is small.
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Undisclosed$100 - $149 / hr2 - 9Freienbach, Switzerland
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Companion Consulting AG is a Commercial Financing company. Their team is based in Freienbach, Switzerland and focuses on Commercial Financing and Accounting.
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$1,000+Undisclosed10 - 49Phoenix, AZ
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In Phoenix, Arizona, Speaks Financial Group is an Accounting company. The team specializes in Accounting and IT managed services.
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$1,000+< $25 / hr10 - 49
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Launched in 2023, Fyhba Services Pvt Ltd, a small Business Consulting company, is in Pune, India. Their services include Business Consulting and Customer Service Outsourcing.
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Undisclosed$50 - $99 / hr10 - 49
Services provided
Kabbiz Global Nominees Limited is an Onitsha, Nigeria-based Compliance Consulting company. The team specializes in Compliance Consulting and Corporate Relocation.
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$250,000+$200 - $300 / hr2 - 9Panamá, Panama
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Founded in 2023, Proper Consulting Panama is a small Business Consulting company headquartered in Panamá, Panama. Their team provides Business Consulting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49
Services provided
YMQ Services Pvt Ltd is a Business Consulting company. Their small team is based in Delhi, India. Their services include Business Consulting and Back Office Outsourcing.
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$5,000+$150 - $199 / hr50 - 249
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HFH Accountants is a Commercial Financing company. The team specializes in Commercial Financing and Accounting and is based in Luton, England.
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$1,000+$50 - $99 / hr2 - 9Uniondale, NY
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Joy the Bookkeeper is an Accounting company. Launched in 2019, the agency is headquartered in Uniondale, New York. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chișinău, Moldova
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Launched in 2008, FlagMAN-D, a small Business Consulting company, is in Chișinău, Moldova. Their services include Business Consulting and Accounting.
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$1,000+$300+ / hr2 - 9Hanover Park, IL
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Burke Financial Services is an Accounting company. The company is based in Hanover Park, Illinois and Bartlett, Illinois. Their services include Accounting and Financial Advising & Planning.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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Aims UAE Company Setup is a Marketing Strategy company based in Dubai, United Arab Emirates and Dubai, United Arab Emirates. They offer Marketing Strategy and Accounting.
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UndisclosedUndisclosed2 - 9
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Launched in 2005, Essential Advisory Services Pvt. Ltd. Is a Business Consulting company. The team focuses on Business Consulting and Accounting and is located in Mumbai, India.
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$1,000+< $25 / hr10 - 49Dubai, United Arab Emirates
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IRHA Businessmen Services is a Dubai, United Arab Emirates-based Business Consulting company. Their services include Business Consulting and Accounting.
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$50,000+$100 - $149 / hr250 - 999Sharjah, United Arab Emirates
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SLS Associates is a midsize Sharjah, United Arab Emirates-based Business Consulting company. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancer
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Adam S. Kaplan is a Business Consulting company. They are based in and have small team of experts. Their services include Business Consulting and Accounting.
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$1,000+< $25 / hr250 - 999Mandaue, Philippines
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HomeSourced Inc is a Market Research company. They are in Mandaue, Philippines and have midsize team of experts. Their services include Market Research and Product Design.
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$1,000+$25 - $49 / hr2 - 9London, England
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Forex Bank Signals, a Financial Advising & Planning company, was launched in 2019. Based in London, England, the team focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Affordable Insurance Team is an Insurance Services & Brokers company founded in 2023. The small team provides Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Bangkok, Thailand
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Based in Bangkok, Thailand, Kreston Thailand is an Accounting company. Their services include Accounting and Tax Law.
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$5,000+$300+ / hr2 - 9
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In Aurora, Colorado, Shulman Wealth Solutions is a small Business Consulting and Financial Advising & Planning company. Their services include Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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Accounting company Ledgr specializes in Accounting. They were founded in 2022.
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UndisclosedUndisclosed10 - 49Battle Creek, MI
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Insurance Services & Brokers company Smith Insurance Solutions offers Insurance Services & Brokers and Insurance Law. They are located in Battle Creek, Michigan and Battle Creek, Michigan.
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UndisclosedUndisclosed2 - 9
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Mortgage Broker, a Financial Advising & Planning company, offers Financial Advising & Planning. The company is based in Vancouver, Canada.
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UndisclosedUndisclosed10 - 49
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Finance & Accounting Outsourcing (FAO) company Cogent Professionals was launched in 2018. The firm offers Finance & Accounting Outsourcing (FAO) and Accounting, and is small.
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Undisclosed$50 - $99 / hr2 - 9Dubai, United Arab Emirates
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Founded in 2020, NBK Auditing of Accounts LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sippy Downs, Australia
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VIM Cover is a small Insurance Services & Brokers company. They offer Insurance Services & Brokers and were founded in 2024.
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$1,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
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Final Ratio Consulting LLC is an Accounting company. Located in Dubai, United Arab Emirates, the agency was founded in 2016. Their team focuses on Accounting and Business Consulting.
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$1,000+Undisclosed50 - 249Abu Dhabi, United Arab Emirates
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Redcliffe Partners is a Funding & Investment company. The Abu Dhabi, United Arab Emirates-based agency focuses on Funding & Investment and Commercial Financing.
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$1,000+$25 - $49 / hr2 - 9Edmonton, Canada
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Founded in 2021, YEG Tax Masters is a small Commercial Financing company. Their team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Pune, India
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Microdata is a midsize web development firm. They focus on Web Development and Blockchain and were established in 2012.
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$5,000+$50 - $99 / hr10 - 49Rockledge, FL
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No Limit Public Adjusters is an Insurance Services & Brokers company. The small Rockledge, Florida-based team focuses on Insurance Services & Brokers. The company was launched in 2021.
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$5,000+Undisclosed50 - 249
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AFDAL SETUP is a Market Research company established in 2021. The midsize team provides Market Research and Business Consulting.
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UndisclosedUndisclosed10 - 49Bay Shore, NY
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ClickPrefer, an Insurance Services & Brokers company, is in Bay Shore, New York. They specialize in Insurance Services & Brokers and Branding and were launched in 2020.
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UndisclosedUndisclosed50 - 249Sacramento, CA
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Maksim Consultant Group is a Business Consulting company launched in 2000. The agency offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Invent Next is a small Conversion Optimization company launched in 2004. Their team focuses on Conversion Optimization and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9
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WeLifeInsure is an Insurance Services & Brokers company. Established in 2023, the team provides Insurance Services & Brokers. The company is in Bentleigh East, Australia.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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I-accountant is a Direct Marketing company. Located in Penrith, Australia, the team specializes in Direct Marketing and Logo.
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UndisclosedUndisclosed10 - 49Vaughan, Canada
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Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Myrtle Beach, SC
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Founded in 2015, Yvonne Salsbury - State Farm Insurance Agent is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Commercial Financing.
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$1,000+$25 - $49 / hr10 - 49
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Flelxlab.io is a mobile application development company. Established in 2017, the firm is based in sialkot, Pakistan. Their services include Mobile App Development and Artificial Intelligence.
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$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
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Bizilance Consultants is a Market Research company located in Dubai, United Arab Emirates. The team provides Market Research and Business Continuity Management.
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Undisclosed< $25 / hr10 - 49Dhaka, Bangladesh
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Dhaka Consulting is a Dhaka, Bangladesh-based Digital Strategy company. They specialize in Digital Strategy and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Excellent Accountants is a small Accounting company launched in 2017. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Bengaluru, India
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Conversion Optimization company India Info Solutions provides Conversion Optimization and BI & big data consulting & SI. They are located in Bengaluru, India.
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$1,000+$25 - $49 / hr50 - 249Ghaziabad, India
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Comply Globally is a Tax Law company. The Ghaziabad, India-based team provides Tax Law and Accounting.
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UndisclosedUndisclosed2 - 9
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Fuchsia Bell, an Accounting company, was founded in 2023. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49
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The Innovative Indian Accountant is an Accounting company. Based in , the agency specializes in Accounting.
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$1,000+< $25 / hr10 - 49Mumbai, India
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CFOSME Corporate Services Pvt. Ltd. Is a Fractional CFO Services company. The agency is headquartered in Mumbai, India. Their services include Fractional CFO Services and Financial Consulting.
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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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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.