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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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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UndisclosedUndisclosedFreelancerNew York, NY
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The Firm of Sheldon L. Richards, CPA, MS, a small Business Consulting company, is in New York, New York. The team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
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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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UndisclosedUndisclosed2 - 9
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Based in Katy, Texas, Beri CPA Tax and Consulting Services is a Business Consulting company. Their services include Business Consulting and Back Office Outsourcing.
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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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Undisclosed$50 - $99 / hr2 - 9
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Accounting company Key Forecasts offers Accounting and Financial Advising & Planning. They were founded in 2006.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Established in 2018, Virtual CFO is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Burlington, Canada
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R-E=N Bookkeeping & Accounting is an Accounting company headquartered in Burlington, Canada. They specialize in Accounting and were founded in 2016.
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$1,000+$100 - $149 / hr2 - 9
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Amary is an Accounting company launched in 2024. The team provides Accounting.
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$1,000+$100 - $149 / hr2 - 9
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Ripcord Digital Marketing is a small branding firm launched in 2020. Their team specializes in Branding and Search Engine Optimization.
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$1,000+Undisclosed10 - 49
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Launched in 2022, Ecom Finances Company is a small Lahore, Pakistan-based Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and
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Undisclosed$25 - $49 / hr10 - 49Mumbai, India
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Fynalliance Advisors Private Limited is a Mumbai, India-based Accounting company. Founded in 2018, the team specializes in Accounting and Financial Advising & Planning.
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Undisclosed< $25 / hr2 - 9
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FincSol Accountancy, a small Accounting company, is based in Dubai, United Arab Emirates. The team offers Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49
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100+ Accounting Inc. Is an Edmonton, Canada-based Accounting company. They provide Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Gandhinagar, India
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Established in 2024, SPARROW ACCOUNTING SOLUTIONS PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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$1,000+< $25 / hr10 - 49Williamsburg, VA
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Founded in 2007, Griffin and Johnson Tax Prep is a small Williamsburg, Virginia-based Accounting company. Their services include Accounting.
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$1,000+< $25 / hr2 - 9
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Launched in 2020, Rightway accounting & bookkeeping is an Accounting company. Located in Dubai, United Arab Emirates, the team provides Accounting.
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$1,000+$25 - $49 / hr10 - 49
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Ecommerce Accounting Services is an Accounting company. Founded in 2025, the firm is based in New York, New York. Their services include Accounting and Commercial Financing.
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$5,000+$150 - $199 / hr10 - 49
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TheFinanceStack, a Product Design company, was launched in 2020. The team provides Product Design and Application Testing.
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UndisclosedUndisclosed2 - 9
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Launched in 2022, Lighthammer Bookkeeping Inc. Is a small Cincinnati, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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$1,000+$150 - $199 / hrFreelancer
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Founded in 2024, Coyote Bookkeeping is a Business Consulting company. Located in Alvin, Texas, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Insure C-Store is an Insurance Services & Brokers company. They offer Insurance Services & Brokers and were established in 1981. The company is located in Tucker, Georgia.
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UndisclosedUndisclosed10 - 49Kanpur, India
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Shree Visam Movers and Packers is a Trucking company. They are headquartered in Kanpur, India, and their services include Trucking and Warehousing & Distribution.
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UndisclosedUndisclosed2 - 9Murthal, India
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Headquartered in Murthal, India, Legal Darbar is a Business Consulting company. Founded in 2023, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Founded in 2007, Revisi Revision & Rådgivning is a small Västerås, Sweden-based Business Consulting company. Their services include Business Consulting and Financial Advising & Planning.
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$1,000+$25 - $49 / hr10 - 49
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Bestar is a Business Consulting company. The Singapore, Singapore-based team specializes in Business Consulting and Accounting.
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$1,000+< $25 / hr50 - 249
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Answering service Archers Contact Solutions was launched in 2011. The firm focuses on Call Center Services and Back Office Outsourcing, and is midsize.
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$75,000+$50 - $99 / hr50 - 249Kingston, Australia
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Malice Cyber Recovery, a Market Research company, was established in 2015. The midsize team specializes in Market Research and Cybersecurity.
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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.