Top Financial Services Firms
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
$5,000+$25 - $49 / hr2 - 9Providencia, Chile
Services provided
Soft-Tech Chile is an Accounting company in Providencia, Chile. Their services include Accounting and Mobile App Development.
Read more -
UndisclosedUndisclosed2 - 9Dhaka, Bangladesh
Services provided
Founded in 2020, Online HR BD is a small Dhaka, Bangladesh-based ERP consulting and SI company. Their services include ERP consulting and SI and Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Chatham-Kent, Canada
Services provided
Skybound Inc. Is a small Accounting company launched in 2014. Their team specializes in Accounting.
Read more -
$1,000+< $25 / hr10 - 49Pasay, Philippines
Services provided
ESixty Corporation is an Accounting company. They focus on Accounting and Advertising and were founded in 2018. The firm is headquartered in Pasay, Philippines.
Read more -
UndisclosedUndisclosed50 - 249Nairobi, Kenya
Services provided
Other Marketing company Acorns Investment is in Nairobi, Kenya. Their services include Other Marketing and Custom Software Development.
Read more -
$1,000+$25 - $49 / hr10 - 49Düsseldorf, Germany
Services provided
Accounting company AGhsc is located in Düsseldorf, Germany. Launched in 2008, the team provides Accounting and Branding.
Read more -
$1,000+< $25 / hr2 - 9
Services provided
Mobile application development firm NextGen Digital Services is located in Chennai, India. They focus on Mobile App Development and Application Testing and were launched in 2019.
Read more -
$1,000+Undisclosed2 - 9Kendall, FL
Services provided
Irazu Advisors, an Accounting company, is based in Kendall, Florida. They offer Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$100 - $149 / hr10 - 49Bengaluru, India
Services provided
Sangeetha and Ramya, Chartered Accountants is a Bengaluru, India-based Accounting company. They offer Accounting and were established in 2014.
Read more -
UndisclosedUndisclosed2 - 9Toronto, Canada
Services provided
Krigstin & Xu LLP is an Accounting company. Their small team is located in Toronto, Canada. Their services include Accounting.
Read more -
$1,000+$50 - $99 / hr2 - 9Chișinău, Moldova
Services provided
Accounting company Zelda was founded in 2016. Headquartered in Chișinău, Moldova and Brașov, Romania, the team offers Accounting and HR Consulting.
Read more -
$5,000+< $25 / hr10 - 49Ludhiana, India
Services provided
SAPPHIRE INFO SOLUTIONS (P) LTD. Is a small Accounting company. They specialize in Accounting and Back Office Outsourcing and were founded in 2004.
Read more -
UndisclosedUndisclosed2 - 9Columbia, SC
Services provided
Accounting company Marshall & Associates was founded in 1997. The firm focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+Undisclosed2 - 9Cardiff, Wales
Services provided
One Accountant, an Accounting and Customs brokerage company, was founded in 2018. The firm specializes in Accounting and Customs brokerage, and is small.
Read more -
$1,000+< $25 / hr2 - 9Dublin, Ireland
Services provided
Established in 2000, Shamrock Assist is an Accounting company. Headquartered in Dublin, Ireland, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$25 - $49 / hr10 - 49Ambala Cantt, India
Services provided
MY TRUE BOOKS PRIVATE LIMITED is a Finance & Accounting Outsourcing (FAO) company. The Ambala Cantt, India-based team provides Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$25,000+$300+ / hr2 - 9Baghdad, Iraq
Services provided
GICTD- Global Intelligence is a Market Research company in Baghdad, Iraq. Founded in 2017, the team specializes in Market Research and Accounting.
Read more -
$1,000+$25 - $49 / hr2 - 9Pune, India
Services provided
Launched in 2018, Arthad Consultants Pvt Ltd is an Accounting and Finance & Accounting Outsourcing (FAO) company. The small team offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
$1,000+$200 - $300 / hr2 - 9Alexandria, VA
Services provided
Richard C Adamy CPA PC is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2013.
Read more -
$1,000+$25 - $49 / hr10 - 49NEW DELHI, India
Services provided
Bneev Consulting LLP is an Accounting company. They were founded in 2016 and offer Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr2 - 9Calgary, Canada
Services provided
JJW Bookkeeping is a Calgary, Canada-based Accounting company. Established in 2011, the team provides Accounting.
Read more -
$5,000+$100 - $149 / hr10 - 49Raleigh, NC
Services provided
Launched in 2010, PSR CPA PLLC is a small Accounting company located in Raleigh, North Carolina. Their team specializes in Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Makati, Philippines
Services provided
Kadaklan is an Accounting company established in 2017. The agency offers Accounting and Corporate Law, and is small.
Read more -
Undisclosed< $25 / hr2 - 9
Services provided
Lipinski & Mazur ltd is a Finance & Accounting Outsourcing (FAO) company. They provide Finance & Accounting Outsourcing (FAO) and Accounting and are headquartered in Bydgoszcz, Poland.
Read more -
$5,000+$25 - $49 / hr10 - 49Kozhikode, India
Services provided
Networth Software Solutions LLP, an Accounting company, is headquartered in Kozhikode, India. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Lviv, Ukraine
Services provided
Pride Capital is a small Lviv, Ukraine-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
Read more -
$1,000+< $25 / hr10 - 49Surat, India
Services provided
365KPO is an Accounting company. The small Surat, India-based team offers Accounting and Financial Advising & Planning. The agency was launched in 2016.
Read more -
$1,000+< $25 / hr10 - 49Gurugram, India
Services provided
Small Accounting company Whatif Global Advisors, is headquartered in Gurugram, India and New York, New York. The team provides Accounting and Financial Advising & Planning.
Read more -
$1,000+$50 - $99 / hr2 - 9Gliwice, Poland
Services provided
Small Business Consulting company QUANTUS CONSULTING, is in Gliwice, Poland. Their services include Business Consulting and Market Research.
Read more -
UndisclosedUndisclosed2 - 9Spokane, WA
Services provided
Pierson CPA PLLC is an Accounting company. Launched in 2002, the team provides Accounting.
Read more -
$1,000+$50 - $99 / hr10 - 49Oujda, Morocco
Services provided
Swipinv is an Oujda, Morocco-based Commercial Financing company. Their services include Commercial Financing and Social Media Marketing.
Read more -
UndisclosedUndisclosed2 - 9Calgary, Canada
Services provided
R2 accounting LLP is a Finance & Accounting Outsourcing (FAO) and Accounting company launched in 2020. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Singapore
Services provided
NEST Management Consultancy is an Accounting company. The team is based in Singapore, and their services include Accounting and Business Consulting.
Read more -
$1,000+Undisclosed10 - 49Arusha, Tanzania
Services provided
Timeless Business Solution is an Accounting company located in Arusha, Tanzania. They focus on Accounting and Business Consulting and were founded in 2016.
Read more -
$5,000+$25 - $49 / hr10 - 49Dubai, United Arab Emirates
Services provided
Business Consulting company Ammak Group Project Management Services was founded in 2021. Based in Dubai, United Arab Emirates, the team provides Business Consulting and Commercial Financing.
Read more -
$5,000+$50 - $99 / hr10 - 49Islamabad, Pakistan
Services provided
Dynamics Inspire Pvt Ltd is a small Islamabad, Pakistan-based ERP consulting and SI company. Their services include ERP consulting and SI and Accounting.
Read more -
$10,000+$100 - $149 / hr10 - 49Gurugram, India
Services provided
SysMates Technologies is an Accounting and HR Consulting company founded in 2015. Their team offers Accounting and HR Consulting.
Read more -
$1,000+$25 - $49 / hr2 - 9Toronto, Canada
Services provided
Vaquita Consulting is a Business Consulting company. The Toronto, Canada-based team focuses on Business Consulting and Commercial Financing.
Read more -
Undisclosed< $25 / hrFreelancerKarachi, Pakistan
Services provided
Muhammad Shoaib, a Finance & Accounting Outsourcing (FAO) company, is located in Karachi, Pakistan. They provide Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosedFreelancerMinneapolis, MN
Services provided
Small Finance & Accounting Outsourcing (FAO) and Accounting company Sota Bookkeeping, is located in Minneapolis, Minnesota. The team offers Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+$100 - $149 / hr10 - 49Danvers, MA
Services provided
KPM Outsourced Accounting Solutions is a Danvers, Massachusetts-based Finance & Accounting Outsourcing (FAO) company. The team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$1,000+< $25 / hr2 - 9دبي, United Arab Emirates
Services provided
Business Consulting company Al-Falah Accounting & Bookkeeping was founded in 2018. The small team offers Business Consulting and Finance & Accounting Outsourcing (FAO).
Read more -
$5,000+$25 - $49 / hr2 - 9Kota Kinabalu, Malaysia
Services provided
MHM Corporate Advisory PLT is a Business Consulting company. They offer Business Consulting and Accounting and were established in 2020.
Read more -
$1,000+< $25 / hr10 - 49Kolkata, India
Services provided
Caps Professional Services, an Accounting and Financial Advising & Planning company, is headquartered in Kolkata, India and Sahebpur, India. They offer Accounting and Financial Advising & Planning.
Read more -
$1,000+< $25 / hr2 - 9Hutto, TX
Services provided
The QA Desk is a small Finance & Accounting Outsourcing (FAO) and Accounting company. Founded in 2018, the team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Riverdale, GA
Services provided
SR Management Group Inc is an Accounting company. The Riverdale, Georgia-based agency offers Accounting.
Read more -
$10,000+$50 - $99 / hr10 - 49L'viv, Ukraine
Services provided
UKSMEEL is a L'viv, Ukraine-based Finance & Accounting Outsourcing (FAO) company. Established in 2020, the team specializes in Finance & Accounting Outsourcing (FAO) and Accounting.
Read more -
$5,000+$25 - $49 / hr10 - 49Surat, India
Services provided
Business Consulting company Enwisen Global Advisors was established in 2017. The small team focuses on Business Consulting and Financial Advising & Planning.
Read more -
$1,000+$25 - $49 / hr2 - 9Mumbai, India
Services provided
Growthdriverz, a Finance & Accounting Outsourcing (FAO) company, is in Mumbai, India. They focus on Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Phoenix, AZ
Services provided
Phoenix Tax Guy is an Accounting and Tax Law company. Their small team is located in Phoenix, Arizona. Their team provides Accounting and Tax Law.
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 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.