Best Finance & Accounting Services Companies in California, United States
The 712 best Finance & Accounting Services companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Westlake Financial.
Our analysis of 50 Finance & Accounting Services companies
$6.2b in tracked funding; 80% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2022.
Ranked: Best Finance & Accounting Services companies in California
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Web popularity | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CV Holdings Financial holding firm 62Funding top 27%Talent bottom 49%Global bottom 36% All 3 signals ▾Fundingtop 27% Talentbottom 49% Globalbottom 36% Funding: Raised $140M across 2 rounds · Backed by 3 investors; strongest: Jacobs Asset Management, Iroquois Capital Group Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 62/100 | $140M | — | Funding Raised | 29,300 | 2005 | — | — | — |
| 2 | 1040 blues 1040 Blues provides accounting, bookkeeping, audit, payroll, business consulting, tax preparation, and… | — | — | Private | — | 1995 | — | — | — |
| 3 | 2020 group usa It is a membership group for accountants. it will help your firm grow and be more profitable. | — | — | Acquired | 3 | 2000 | — | — | — |
| 4 | A M Accounting & Tax Services Provider of accounting, bookkeeping, payroll and tax related services | — | — | Unfunded | — | 2015 | — | 19 patents Automated tax compliance and data clustering/tagging for product support systems | — |
| 5 | a&l cpa group A&L CPA Group provides strategy, tax management, financial, consulting, payroll and banking services. | — | — | — | — | 2010 | — | — | — |
| 6 | a&l financial services A&L Financial Services offers bookkeeping, accounting, business valuation, employee benefits, consulting… | — | — | — | — | 1976 | — | 16 patents Automated ATM transaction processing and unified life‑insurance product management platforms. | — |
| 7 | a&s accounting solutions A&S Accounting Solutions provides a range of accounting, taxation, bookkeeping, incorporation, financial… | — | — | — | — | 2005 | — | 3 patents Graphical user interface transition components for display screens | — |
| 8 | aalfs, evans & company llp Aalfs Evans & Company LLP is a CPA firm that provides accounting, tax, financial planning, management and… | — | — | — | — | 1974 | — | — | — |
Top 12 Finance & Accounting Services companies in California
#1
Series B · Palo Alto, California · founded 2010 · 11 employees$20Mraised▾
Provider of bookkeeping, audit risk, tax saving, and other accountant services
- Nov 2025Series B$20M
- Oct 2021Seed—
#2
Series B · Milpitas, California · founded 2004$16.6Mraised▾
Provider of financial and tax services. It offers a wide range of services for businesses, including accounting, consulting, tax, and wealth management.
- Jun 2024Series B$16.6M
#3
Seed · La Jolla, California · founded 2016 · 13 employees$300Kraised▾
Operator of a wealth management platform intended to provide management services. The company provides financial planning, investment management services, retirement planning, tax strategy and many more, enabling customers to achieve their financial goals.
- Jun 2025Seed$1.5M
- Jun 2025Conventional Debt—
- Nov 2022Seed$300K
- Nov 2022Conventional Debt—
#4
Public · San Francisco, California · founded 2002 · 14000 employees$11.2Mraised▾
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients. It offers a range of services, include Individual and Business Tax Compliance, Tax Consulting, Mergers & Acquisitions, Valuation, Wealth Management, Business Consulting, Risk Management, and Document Management Solutions.
- Apr 2024Series B$6.1M
- Apr 2023Series A$538.6K
- Apr 2022Series A$4.6M
- Oct 2011Grant (prize money)—
#5
Funding Raised · Santa Rosa, California · founded 2014$1.6Mraised▾
Anderson Folkoff is a professional accounting service provider offering tax planning, consulting, and wealth management services in San Francisco and Santa Rosa, CA. They specialize in tax issues and provide professional and courteous service to their clients.
- Jul 2024Conventional Debt$1.6M
#6
Series D · Los Angeles, California · founded 1978 · 1736 employees$249.6Mraised▾
Provider of financial services
#7
Acquired · San Jose, California · founded 2002 · 145 employees$60Mraised▾
Online tax credits claim services for startups. Its online platform automatically identifies, claim, and advances tax credits on behalf of startups. Businesses need to connect payroll systems with their online platform and based on accounting & financial databases it processes tax credits ranging from large federal programs to small local programs. It also provides startups with cash advance solutions in lieu of future claimable credits.
- Mar 2021Series A$60M
- Seed—
#8
Funding Raised · Newport Beach, California · founded 2005 · 29300 employees$140Mraised▾
Financial holding firm
- Conventional Debt$50M
- Conventional Debt$90M
#9
Seed · San Mateo, California · 2 employees$1Mraised▾
Provider of energy audits and clean energy solutions for small commercial buildings. It offers investment-grade energy audits to identify cost-saving energy efficiency improvements. The company also develops and implements Clean Energy Hubs, microgrids designed to enhance decarbonization and grid resiliency in underserved communities. A proprietary software platform supports data collection and analysis for energy audits, facilitating community workforce development through training programs. This approach aims to create a more equitable and sustainable energy future.
#10
Deadpooled · Los Angeles, California · founded 2013 · 7 employees$100Mraised▾
Provider of specialty financing services designed to provide equipment financing and deliver the right amount of money, to the right business owner at the right time. The company's financing service focuses on connecting everyday small business owners to everyday investors through healthy economic relationships, enabling the small businesses to get finance that's right for them and designs new ways to make the financing process faster and easier.
- Sep 2014Conventional Debt$100M
#11
Series B · San Francisco, California · founded 1983 · 49 employees$16.6Mraised▾
Provider of tax and financial services
#12
Public · Newport Beach, California · founded 2013 · 2 employees$5Mraised▾
Provider of IT service suite solutions and blockchain services
- Dec 2020Post IPO$5M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
What California researches in fintech
Southern California University for Professional Studies, USC, and UC Irvine lead California's fintech research, focusing predominantly on crowdfunding and financial distress prediction, with a cautiously contested tone (mean stance 0.22).
- Southern California University for Professional Studies7
- University of Southern California7
- University of California, Irvine7
- Lincoln University - California3
- California University of Pennsylvania3
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.