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.
-
$250,000+$50 - $99 / hr2 - 9Birmingham, England
Services provided
Notium is a Birmingham, England-based IT strategy consulting company. The team provides IT strategy consulting and BI & big data consulting & SI.
Read more -
Undisclosed$150 - $199 / hr2 - 9Heidelberg, Australia
Services provided
Apexis Advisory is an Accounting company. They are in Heidelberg, Australia. Their team provides Accounting.
Read more -
$10,000+$25 - $49 / hr50 - 249Woonsocket, RI
Services provided
In Woonsocket, Rhode Island, Exotax Solutions Pvt. Ltd is an Accounting company. They focus on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cheltenham, Australia
Services provided
Mint Super Audits is an Accounting company. The Cheltenham, Australia-based company was established in 2017. Their team specializes in Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49Washington, DC
Services provided
Cybersecurity company Shvender LLC was established in 2019. Headquartered in Washington, District of Columbia, the team specializes in Cybersecurity and Insurance Services & Brokers.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
A1 Service Partners is an Accounting company. Based in Hyderabad, India, the agency specializes in Accounting and IT managed services.
Read more -
$1,000+< $25 / hr50 - 249
Services provided
Answering service Pure Billing LLC is located in Burbank, California. The team focuses on Call Center Services and Back Office Outsourcing.
Read more -
$1,000+$50 - $99 / hr10 - 49
Services provided
Michel Sindaha & Co. Is an Accounting company. The Amman, Jordan-based agency was established in 1965. Their team offers Accounting and Back Office Outsourcing.
Read more -
$1,000+Undisclosed2 - 9Ware, England
Services provided
Georgeson Foreign Exchange Limited, a Business Consulting company, is in Ware, England. Their services include Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Cremorne, Australia
Services provided
Established in 2021, Accelerated Prosperity is a small Accounting company located in Cremorne, Australia. Their team specializes in Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Dubai, United Arab Emirates
Services provided
TeamWork Human Resources Consultancy, a HR Consulting company, was founded in 2022. The team provides HR Consulting and Accounting and is headquartered in Dubai, United Arab Emirates.
Read more -
$1,000+< $25 / hr10 - 49Pimpri-Chinchwad, India
Services provided
Small ERP consulting and SI and Accounting company Rumasoft Consulting Pvt Ltd, is headquartered in Pimpri-Chinchwad, India. Their services include ERP consulting and SI and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9
Services provided
Gatalaia is a small IT strategy consulting company headquartered in Eindhoven, Netherlands and Porto, Portugal. Their services include IT strategy consulting and BI & big data consulting & SI.
Read more -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
LFJ Accounting Services, CPA is a small Finance & Accounting Outsourcing (FAO) company established in 2017. Their team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49Irvine, CA
Services provided
Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Jefferson, OH
Services provided
JM Matras CPA Incorporated is an Accounting company. They were founded in 1987, and their services include Accounting.
Read more -
Undisclosed< $25 / hr2 - 9Singapore, Singapore
Services provided
Balance Consulting is an Accounting company. The Singapore, Singapore-based agency was launched in 2022. Their services include Accounting and Commercial Financing.
Read more -
Undisclosed$50 - $99 / hr2 - 9New York, NY
Services provided
QMK Consulting, LLC. Is an Accounting company. The New York, New York-based company was established in 2021. Their services include Accounting and CRM consulting and SI.
Read more -
$5,000+$50 - $99 / hr2 - 9St. Petersburg, FL
Services provided
Consulting Group of America, LLC is a Business Consulting company launched in 2021. The small team offers Business Consulting and Financial Advising & Planning.
Read more -
Undisclosed< $25 / hr50 - 249Colombo, Sri Lanka
Services provided
E-commerce development company CFO Corporate Solutions focuses on E-Commerce Development and Finance & Accounting Outsourcing (FAO). They are located in Colombo, Sri Lanka.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
ProExcell is an Accounting company. The company is in Soweto, South Africa. Their team provides Accounting and Business Consulting.
Read more -
Undisclosed$25 - $49 / hr2 - 9
Services provided
VTAX Ltd is an Accounting company. The London, England-based agency focuses on Accounting and Tax Law.
Read more -
Undisclosed$50 - $99 / hr2 - 9
Services provided
MILL Group is a Finance & Accounting Outsourcing (FAO) company. They focus on Finance & Accounting Outsourcing (FAO) and Business Consulting and are headquartered in Santa Rosa, Argentina.
Read more -
$1,000+Undisclosed2 - 9Bengaluru, India
Services provided
GFS Global financial services is a small Business Consulting and Accounting company located in Bengaluru, India. The team provides Business Consulting and Accounting.
Read more -
$5,000+$25 - $49 / hr50 - 249
Services provided
AVA Global Professional Sevices LLP is a midsize Pune, India-based Accounting company. The team focuses on Accounting and Tax Law.
Read more -
$25,000+$25 - $49 / hr2 - 9
Services provided
Hashtecks is an Accounting company headquartered in Karachi, Pakistan. They specialize in Accounting and Financial Advising & Planning and were founded in 2022.
Read more -
$1,000+$200 - $300 / hr2 - 9Greenville, SC
Services provided
Finance & Accounting Outsourcing (FAO) company Still Water Financial Operations is located in Greenville, South Carolina. The team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Pro Accountant course by IPA Studies is an Accounting company. The Delhi, India-based company was established in 2019. Their services include Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Mumbai, India
Services provided
Established in 2021, Expertwise is a web design agency. The team specializes in Web Design and Email Marketing and is based in Mumbai, India.
Read more -
$5,000+< $25 / hr50 - 249Ahmedabad, India
Services provided
Founded in 2014, MJN Finserv is a midsize Ahmedabad, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
Read more -
$25,000+$25 - $49 / hr10 - 49Sunnyvale, CA
Services provided
In Sunnyvale, California, Ace Global is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and were established in 2021.
Read more -
UndisclosedUndisclosed2 - 9Chagrin Falls, OH
Services provided
RIAH Accounting LLC is an Accounting company. Established in 2022, the firm is in Chagrin Falls, Ohio. Their team specializes in Accounting and IT managed services.
Read more -
$1,000+Undisclosed2 - 9
Services provided
Tax Law company CPA Gurus LLC was founded in 2021. The team provides Tax Law and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Sharjah, United Arab Emirates
Services provided
Ashford Management Consultants - Top Audit Firm in Dubai, UAE, an Accounting company, is based in Sharjah, United Arab Emirates. Founded in 2018, the team offers Accounting.
Read more -
Undisclosed$50 - $99 / hr2 - 9Bedford, TX
Services provided
Catch-up Bookkeeping LLC is a Finance & Accounting Outsourcing (FAO) and Accounting company located in Bedford, Texas. The team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$200 - $300 / hr2 - 9
Services provided
The Guardian CPA, an Accounting company, is in Santa Barbara, California. They specialize in Accounting and Business Consulting.
Read more -
$5,000+$100 - $149 / hr10 - 49Kitchener, Canada
Services provided
Lachlan Capital, a Commercial Financing and Financial Advising & Planning company, is headquartered in Kitchener, Canada. Their services include Commercial Financing and Financial Advising &
Read more -
UndisclosedUndisclosed10 - 49Dover, DE
Services provided
Financial Advising & Planning company Eagle Text Credits was launched in 2022. The firm offers Financial Advising & Planning and Financial Consulting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
Services provided
Despacho Contable México is an Accounting company. They were established in 2020, and their services include Accounting and Financial Advising & Planning.
Read more -
$1,000+$100 - $149 / hr2 - 9
Services provided
Financial Advising & Planning company Palindrome Capital Advisory focuses on Financial Advising & Planning and Content Writing Services. They were established in 2022.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Divine Taxes USA is a small West Palm Beach, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$200 - $300 / hr2 - 9The Woodlands, TX
Services provided
Launched in 2022, Evans Sternau CPA LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9
Services provided
Located in Melbourne, Australia, Fintec is a Finance & Accounting Outsourcing (FAO) company. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Tallinn, Estonia
Services provided
Located in Tallinn, Estonia and Rīga, Latvia, Circons Group OÜ is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Corporate Law.
Read more -
Undisclosed$200 - $300 / hr2 - 9San Diego, CA
Services provided
Accounting company San Diego Crypto Tax focuses on Accounting. They were launched in 2022.
Read more -
$5,000+$50 - $99 / hr10 - 49
Services provided
Magna Reverse is a small Financial Advising & Planning company located in Woodbridge, Virginia. Their services include Financial Advising & Planning.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
OPAL BPO LLC is an IT strategy consulting company. Founded in 2020, the agency offers IT strategy consulting and Accounting.
Read more -
$1,000+< $25 / hr10 - 49
Services provided
Exim Accounting & Consulting is an Accounting company. Founded in 2023, the team focuses on Accounting and Financial Consulting.
Read more -
UndisclosedUndisclosedFreelancerRichmond, VA
Services provided
Bookkeeping & Digital Devices Repair, LLC is an other IT consulting and SI and Accounting company. The team focuses on other IT consulting and SI and Accounting and is located in Richmond, Virginia.
Read more -
$50,000+$50 - $99 / hr2 - 9Ataşehir, Türkiye
Services provided
OZ Sworn-in CPA LLC, Tax & Corporate Finance Services is a Tax Law company. The Ataşehir, Türkiye-based company was founded in 2022. Their services include Tax Law and 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.