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Radar · Finance & Accounting Services in Chicago

Best Finance & Accounting Services Companies in Chicago, United States

The 52 best Finance & Accounting Services companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: True Partners.

52companies tracked
$20Mdisclosed funding
0unicorns
3have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × CHICAGO

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.

50companies analysed
80%cloud-native stacks
2022funding peak (by rounds)
1unicorns
2009median founding year
438kcombined LinkedIn audience
95%of audience held by top 3
2companies hiring publicly (12 mo)

Ranked: Best Finance & Accounting Services companies in Chicago

#CompanyDisclosed fundingEmployeesStageFoundedFounderTech stackRecent signals
1RSM US
Provider of assurance, tax and financial advisory services
—15,882Unfunded1926Brian Becker
CEO
Adobe Experience ManagerJavaVimeo+28—
2Grant Thornton
Merger and acquisition advisory firm
—6,500Acquired1924Alexander Grant
Founder
Adobe Experience ManagerJavaAdobe Client Data Layer+23—
3UHY LLP
Provider of accounting, tax, and business consulting services
—1,687Late Stage2006—Microsoft ASP.NETBackbone.jsKestrel+271 award
4KPMG Corporate Finance
KPMG LLP, the audit, tax and advisory firm, is the U.S.
—392—————
5ss&g
SS&G is one of the nation's largest independent accounting and business consulting firms.
—375Acquired1968———
6Fgmk
FGMK is an accounting company offering accounting and business advisory services.
—208
208 → 292 (+40%)
Unfunded1969—WordPressApple iCloud MailMicrosoft 365+20—
7Accelerated Growth Advisors
Provider of accounting, advisory and financial analysis services
—137Acquired2009——1 job opening
8True Partners
Provider of tax consulting services
45Market top 49%Funding top 50%Talent bottom 49%Global bottom 29%
All 4 signals ▾
Markettop 49%
Fundingtop 50%
Talentbottom 49%
Globalbottom 29%
Market: 133 employees (top 38% of Finance & Accounting Services)
Funding: Raised $20.0M across 1 rounds · 1 rounds over 21 yrs (0.0/yr)
rank vs industry peers · Fliar Intelligence Index 45/100
$20M133Acquired2005Cary D McMillan
Founder & Chairman
——

Top 5 Finance & Accounting Services companies in Chicago

#1
Acquired · Chicago, Illinois · founded 2005 · 133 employees
$20Mraised
▾

Provider of tax consulting services

Fliar Intelligence Index™ 45how this company ranks against its industry peers
Market
top 49%
Funding
top 50%
Talent
bottom 49%
Global
bottom 29%
Market: 133 employees (top 38% of Finance & Accounting Services)
Funding: Raised $20.0M across 1 rounds · 1 rounds over 21 yrs (0.0/yr) · Last round Series B (Nov 2005)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Funding rounds
  • Nov 2005Series B$20M
Founders & team
Cary D McMillanFounder & Chairman
Investors
Waud Capital Partners
#2
Late Stage · Chicago, Illinois · founded 2006 · 1687 employees
—raised
▾

Provider of accounting, tax, and business consulting services. They serve various industries including construction, dealerships, energy, financial institutions, government, healthcare, manufacturing and distribution, not-for-profit, private equity, real estate, staffing, and technology. Services are tailored to each industry's specific needs and challenges. The firm also operates a charitable giving program supporting community initiatives.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 70k LinkedIn followers — 16.1% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
  • Dec 2024PE—
Investors
Summit Partners, Caltius Capital Management
Tech stack
AlliAmazon S3Amazon Web ServicesAzureBackbone.JsCallrail
#3
Acquired · Chicago, Illinois · founded 1924 · 6500 employees
—raised
▾

Merger and acquisition advisory firm. Middle-market focused investment bank. Provides services such as merger and acquisition advisory, corporate financing, capital raising, and restructuring. The industry sectors served include construction, real estate, energy, and more.

Founders & team
Will DaviesOwnerAlexander GrantFounderSydney BeenManaging Director
Investors
New Mountain Capital, CDPQ, OA Private Capital, Europa
Tech stack
Adobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAdobe TargetClickdimensions
#4
Series A · Chicago, Illinois · founded 2010
—raised
▾

Tax consultancy for businesses

Funding rounds
  • Jun 2017Series A—
Founders & team
John LongChief Executive Officer
Investors
Cane Investment Partners
#5
Acquired · Chicago, Illinois · founded 1942 · 1 employees
—raised
▾

M&A and strategic advisory firm focused on healthcare, fintech, manufacturing, and multiple sectors

LinkedIn Pulse recent public activity · Jul 2026
Audience: 219k LinkedIn followers — 50.1% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Bryan LorelloManaging PartnerSerge JorgensenManaging PrincipalKathryn BostickManaging Partner
Investors
Europa, Alceon Group, Accelerate Okanagan
Tech stack
Amazon CloudfrontAmazon Web ServicesApple Icloud MailAureliaBabelBootstrap

Funding & investor landscape

$20Mtotal disclosed funding
1companies funded
1disclosed rounds
0rounds last 90 days
Most active investors
Europa2 rounds
Accelerate Okanagan1 rounds
Alceon Group1 rounds
CDPQ1 rounds
Caltius Capital Management1 rounds
Cane Investment Partners1 rounds
Garland Capital Group1 rounds
New Mountain Capital1 rounds
OA Private Capital1 rounds
Summit Partners1 rounds

Notable founders

Cary D McMillan
Founder & Chairman · True Partners
Will Davies
Owner · Grant Thornton
Alexander Grant
Founder · Grant Thornton
John Long
Chief Executive Officer · NRTT
Bryan Lorello
Managing Partner · Crowe
Serge Jorgensen
Managing Principal · Crowe
Prism market signals · United States · country-scoped Prism corpus, 4,671,638 docs

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

RESEARCH SIGNALS · United States

How research on Fintech is moving in the United States

A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.

research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
  • Film Independent54
  • United States Department of Commerce26
  • Community Partners22
  • University of Virginia18
  • International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲ Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthroughs surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid novel discovery.
rising sub-themes (early→recent)
  • Financial services42
  • Database transaction16
  • Payment15
  • Scalability12
  • Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆ Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancement papers soared from 2 to 74, reflecting intensifying U.S. fintech equity research.
rising sub-themes (early→recent)
  • Financial services7→190
  • Financial inclusion2→74
  • Payment2→50
  • Mobile payment3→29
  • Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼ Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose from 1 to 17, while Big data and Financial market risks newly emerged.
rising sub-themes (early→recent)
  • Financial services9→149
  • Financial inclusion1→56
  • Payment2→27
  • Investment (military)1→19
  • Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States

Where fintech is researched across United States

Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.

New York25 · +0.24
Hot · Financial servicesAdvancing · Credit riskOpportunity · Big dataConcern · Financial innovation
Seattle14 · +0.21
Hot · Financial servicesOpportunity · LoanConcern · Financial inclusion
Philadelphia13 · +0.19
Hot · Digital transformationAdvancing · Financial servicesOpportunity · Leverage (statistics)
Boston12 · +0.34
Hot · Financial servicesOpportunity · Financial inclusionConcern · Financial innovation
Los Angeles8 · +0.42
Hot · Credit riskOpportunity · Financial services
Ann Arbor8 · +0.49
Hot · Financial servicesAdvancing · Financial inclusionOpportunity · Mobile payment
SF Bay Area5 · +0.42
Hot · Financial servicesOpportunity · Leverage (statistics)
Chicago5 · +0.08
Opportunity · Financial market
Atlanta5 · +0.36
Hot · Financial servicesOpportunity · Credit card
PATENT SIGNAL · United States

Who's filing fintech patents in the United States

United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.

20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
  • Mastercard International20
  • Verifone4
  • Financial Cloud Innovations2
  • Atombeam Technologies2
  • Salah ALI Khalil1
  • LNW Gaming1
  • Kassetty Nikhil1
  • DR Mariappan RAJA1

Common questions

How many Finance & Accounting Services companies are there in Chicago, United States?
Radar tracks 52 indexable Finance & Accounting Services companies headquartered in Chicago, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Chicago, United States?
The Finance & Accounting Services companies in Chicago, United States on this list have raised a combined $20M in disclosed equity funding across 1 funded companies.
Which is the highest-funded Finance & Accounting Services company in Chicago, United States?
True Partners is the highest-funded Finance & Accounting Services company in Chicago, United States, with $20M in disclosed equity funding.
How many Finance & Accounting Services companies in Chicago, United States are funded?
1 of the 52 Finance & Accounting Services companies in Chicago, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Chicago, United States?
None of the Finance & Accounting Services companies in Chicago, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Chicago, United States Finance & Accounting Services companies?
The most active investors in Chicago, United States Finance & Accounting Services companies on this list include Europa, Accelerate Okanagan, Alceon Group, CDPQ, Caltius Capital Management.
Rohit KhannaTrends & Stories

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.

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