Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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.
-
UndisclosedUndisclosed2 - 9Lexington, SC
Services provided
Transformative Bookkeeping, LLC is an Accounting company. They are based in Lexington, South Carolina and have small team. Their services include Accounting.
Read more -
$1,000+Undisclosed2 - 9San Diego, CA
Services provided
Flux Accounting is an Accounting company. The small San Diego, California-based team provides Accounting and Business Consulting. The company was launched in 2018.
Read more -
$1,000+< $25 / hrFreelancerSan Jose, CA
Services provided
Launched in 2015, Sky Financial Service is an Accounting company. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Wandin North, Australia
Services provided
Epiteleo Bookkeeping is a small Accounting company located in Wandin North, Australia. Their services include Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Columbus, OH
Services provided
Tax Bookkeeping Payroll, LLC is a small Columbus, Ohio-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
The Consulting Bookkeeper is a Bella Vista , Australia-based Accounting company. They offer Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9North Brunswick Township, NJ
Services provided
Automated Accounting Solutions Inc. Is a small North Brunswick Township, New Jersey-based Accounting company. Their services include Accounting.
Read more -
$1,000+$200 - $300 / hrFreelancerChicago Heights, IL
Services provided
131 Agency LLC is an Accounting company. They focus on Accounting and were launched in 2019. The company is in Chicago Heights, Illinois.
Read more -
$1,000+$150 - $199 / hr2 - 9Aliso Viejo, CA
Services provided
Scooter Accounting is an Accounting company based in Aliso Viejo, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Small Accounting company Group 1826, is headquartered in Odessa, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Evesham, NJ
Services provided
Accounting company P.R.A Tax Consultants was established in 2019. The team specializes in Accounting and is located in Evesham, New Jersey.
Read more -
$5,000+$100 - $149 / hr2 - 9Vancouver, Canada
Services provided
Founded in 2001, JD Praxis Business Solutions is a small Vancouver, Canada-based Accounting company. Their services include Accounting and Custom Software Development.
Read more -
UndisclosedUndisclosed2 - 9Managua, Nicaragua
Services provided
Cala Accounting & Financial Services is a small Managua, Nicaragua-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49
Services provided
HammerSmith Chartered Accountants is an Accounting company. They are in Hammersmith Grove , England and have small team. Their services include Accounting.
Read more -
$1,000+$100 - $149 / hr2 - 9Fishers, IN
Services provided
Headquartered in Fishers, Indiana, Rektio Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marlboro, NJ
Services provided
Headquartered in Marlboro, New Jersey, Mark Krugman CPA is an Accounting company. Founded in 1992, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
Baires Tax Services & more is a small Provo, Utah-based Accounting company. The team specializes in Accounting.
Read more -
$5,000+Undisclosed50 - 249Houston, TX
Services provided
Midsize Accounting company HRSS CPAs, is based in Houston, Texas. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Brookvale, Australia
Services provided
Midsize Accounting company Allan Hall Business Advisors, is based in Brookvale, Australia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Mission Viejo, CA
Services provided
Accounting company Helfman Davis & Associates was launched in 1988. The agency offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Sydney, Australia
Services provided
Business Consulting company One Accountancy Pty Ltd is in Sydney, Australia. Their services include Business Consulting and Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Temecula, CA
Services provided
Small Accounting company FirstCorr Finanical Services, LLC, is located in Temecula, California. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Progress Bookkeeping, a small Accounting company, is in Washington, District of Columbia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Washington, DC
Services provided
DCTaxHub is a Washington, District of Columbia-based Accounting company. They offer Accounting.
Read more -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Services provided
Cloudberry Auditors and Accountants is a small Dubai, United Arab Emirates-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
Bookkeep Direct PC is an Accounting company. The Spokane, Washington-based agency was launched in 2012. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Boston, MA
Services provided
The McCarthy Group is an Accounting company. They are headquartered in Boston, Massachusetts and have small team. Their services include Accounting and Business Consulting.
Read more -
$5,000+$50 - $99 / hr10 - 49London, England
Services provided
Founded in 2012, PPP Consultants is a Business Consulting company. Based in London, England and Dubai, United Arab Emirates, the team provides Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Kolkata, India
Services provided
Agarwal Lodha & Company is an Accounting company. The team provides Accounting, and the agency is located in Kolkata, India.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
In Atlanta, Georgia, P&G Legacy, LLC is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Ajman, United Arab Emirates
Services provided
Power Accounting is a small Ajman, United Arab Emirates-based Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Mumbai, India
Services provided
A. P. Sanzgiri & Co. Is an Accounting company established in 1997. Their team specializes in Accounting and Business Consulting.
Read more -
$1,000+$100 - $149 / hr2 - 9Drexel Hill, PA
Services provided
Launched in 2017, CFO Business Solutions LLC is an Accounting company. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
Located in Winston-Salem, North Carolina, Kohari Gonzalez Oneyear & Brown PLLC is an Accounting company. Established in 1988, the team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Norfolk, VA
Services provided
In Norfolk, Virginia, Spartan Financial Services is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Dublin 16, Ireland
Services provided
In Control Finances: Bookkeeping & Accounting is a small Dublin 16, Ireland-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dublin 22, Ireland
Services provided
Smart Books is an Accounting company founded in 2020. In Dublin 22, Ireland, the team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore, Singapore
Services provided
Small Accounting company Zenith Tax Services Pte. Ltd., is located in Singapore, Singapore. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9PO, India
Services provided
Abic & Mani, a small Accounting and Business Consulting company, is headquartered in PO, India. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Snohomish, WA
Services provided
Located in Snohomish, Washington, Sound Community Management is a Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
Undisclosed$50 - $99 / hrFreelancerSan Diego, CA
Services provided
Stratifyd Accounting, an Accounting company, was established in 2017. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$50,000+$25 - $49 / hr50 - 249Buffalo, NY
Services provided
Broker Stations, an Accounting company, was established in 2000. The company focuses on Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Ottawa, Canada
Services provided
Bluuprint Intelligence is a Business Consulting company. The Ottawa, Canada-based firm was launched in 2018. Their team focuses on Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
Services provided
Integrity Chartered Auditors and Accountants is a small Dubai, United Arab Emirates-based Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+< $25 / hr2 - 9Umm Al Quwain, United Arab Emirates
Services provided
Bright Commercial Brokers-Consultant is an Accounting company. Their team is based in Umm Al Quwain, United Arab Emirates and focuses on Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9Plovdiv, Bulgaria
Services provided
BGACCOUNT LTD is an Accounting company. The small Plovdiv, Bulgaria-based team provides Accounting and Business Consulting. The company was established in 2018.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Start It Up, an Accounting company, was founded in 2019. The company offers Accounting and Business Consulting, and is small.
Read more -
$1,000+$25 - $49 / hr10 - 49Los Angeles, CA
Services provided
Atlas Bookkeeping is a small Accounting company located in Los Angeles, California. The team specializes in Accounting and Business Consulting.
Read more -
$1,000+$25 - $49 / hr50 - 249
Services provided
Accounting company Elite Leadership Outsourcing is located in San Salvador, El Salvador. Established in 2015, the team focuses on Accounting and Commercial Brokerage Services.
Read more -
Undisclosed< $25 / hr2 - 9Faridabad, India
Services provided
Akshat Jain & Co is an Accounting company. Established in 2018, the team specializes in Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 15 Financial Services Companies
-
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 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 -
$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 / hr250 - 999
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 - 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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $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+< $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+< $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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.