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Radar · Finance & Accounting Services in Connecticut

Best Finance & Accounting Services Companies in Connecticut, United States

The 55 best Finance & Accounting Services companies in Connecticut, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Aquilance.

55companies tracked
$24.9Mdisclosed funding
0unicorns
3have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × CONNECTICUT

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

Ranked: Best Finance & Accounting Services companies in Connecticut

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Aquilance
Financial administration firm that provides services to individuals and families
37Funding top 32%Talent bottom 49%Global bottom 36%
All 3 signals ▾
Fundingtop 32%
Talentbottom 49%
Globalbottom 36%
Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
rank vs industry peers · Fliar Intelligence Index 37/100
$16M6 mo agoEarly StageJohn Carey
CEO
1987——
2Rivet
Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits…
45Funding top 41%Talent top 45%Tech bottom 41%Global bottom 33%
All 4 signals ▾
Fundingtop 41%
Talenttop 45%
Techbottom 41%
Globalbottom 33%
Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr)
Talent: 2 named leaders on record
rank vs industry peers · Fliar Intelligence Index 45/100
$9M12 mo agoSeries ANick Abouzeid
Co-Founder & CEO
2021WebflowGSAPPostHog+112 job openings · 3 partnerships
3Triant Capital Management
Provider of financial services
$160K56 mo agoDeadpooledTimothy Schrader
Co-Founder
2017——
4abapc
ABAPC INC is an accounting and financial service firm.
———————
5Accounting Solutions
Provider of software consulting and tax preparation services
——Funding RaisedPeter C Jenkin
Founder
1988——
6Adamssamartinocpa
Adams Samartino specializes in tax preparation, accounting, financial, tax, retirement, estate and business…
——Unfunded————
7Aden Financial Services
Provider of tax preparation, financial, and other services
——UnfundedAnn Deneutte
CEO
2020——
8axis cpa group
Axis CPA Group provides accounting and financial solutions for businesses and individuals.
———————

Top 3 Finance & Accounting Services companies in Connecticut

#1
Early Stage · Trumbull, Connecticut · founded 1987
$16Mraised
▾

Financial administration firm that provides services to individuals and families. It offers a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, tax planning, compliance, and insurance reviews.

Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
top 32%
Talent
bottom 49%
Global
bottom 36%
Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Unattributed (Jan 2026)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Global: Single-market focus (United States)
Audience (LinkedIn): 1k LinkedIn followers — 13.4% of this cohort's audience
Funding rounds
  • Jan 2026Unattributed$16M
Founders & team
John CareyCEO
Investors
Ten Coves Capital
#2
Series A · Woodbury, Connecticut · founded 2021
$8.7Mraised
▾

Rivet is a tax prep firm focused on making the tax season less burdensome for individuals and corporations. Their services include corporate tax, personal taxes, R&D credits, and bookkeeping.

Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 41%
Talent
top 45%
Tech
bottom 41%
Global
bottom 33%
Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) · Last round Series A (Jul 2025)
Talent: 2 named leaders on record
Tech: 14 technologies across 3/8 capability areas · Cloud: Cloudflare · Security: Cloudflare Bot Management, Hsts
Audience (LinkedIn): 3k LinkedIn followers — 28.4% of this cohort's audience
Hiring (LinkedIn): 2 hiring posts in 12 mo (public) · momentum +2 · hiring: SDR, AE
Activity (LinkedIn): 3 partnerships (incl. Campfire) announced in 12 mo
Funding rounds
  • Jul 2025Series A$5.1M
  • Oct 2022Seed$2.5M
  • Oct 2021Seed$1.1M
Founders & team
Nick AbouzeidCo-Founder & CEOKyle ChristensonCofounder & Head of Tax
Investors
XYZ Venture Capital, Susa Ventures, Haystack
Tech stack
CalendlyCloudflareCloudflare Bot ManagementGoogle WorkspaceGsapHsts
#3
Deadpooled · Westport, Connecticut · founded 2017 · 2 employees
$160Kraised
▾

Developer of a fin-tech platform designed to generate outsized returns from intermediate-term market inefficiencies. The company's platform offers a quantitative approach to generate returns based on its intermediate-term equity trading algorithms, enabling clients to generate more returns on investments.

Funding rounds
  • Oct 2021Seed$160K
Founders & team
Timothy SchraderCo-Founder

Funding & investor landscape

$24.9Mtotal disclosed funding
3companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
Haystack1 rounds
Mountaineer Capital1 rounds
Susa Ventures1 rounds
Ten Coves Capital1 rounds
XYZ Venture Capital1 rounds

Notable founders

John Carey
CEO · Aquilance
Nick Abouzeid
Co-Founder & CEO · Rivet
Kyle Christenson
Cofounder & Head of Tax · Rivet
Timothy Schrader
Co-Founder · Triant Capital Management
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
Breakthroughs are rising (0%→11% of field), led by Financial services.
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
Advancements are rising (28%→41% of field), led by Financial services.
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
Concerns are cooling (56%→29% of field), led by Financial services.
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 · Risk management
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 Connecticut, United States?
Radar tracks 55 indexable Finance & Accounting Services companies headquartered in Connecticut, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Connecticut, United States?
The Finance & Accounting Services companies in Connecticut, United States on this list have raised a combined $24.9M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Finance & Accounting Services company in Connecticut, United States?
Aquilance is the highest-funded Finance & Accounting Services company in Connecticut, United States, with $16M in disclosed equity funding.
How many Finance & Accounting Services companies in Connecticut, United States are funded?
3 of the 55 Finance & Accounting Services companies in Connecticut, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Connecticut, United States?
None of the Finance & Accounting Services companies in Connecticut, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Connecticut, United States Finance & Accounting Services companies?
The most active investors in Connecticut, United States Finance & Accounting Services companies on this list include Haystack, Mountaineer Capital, Susa Ventures, Ten Coves Capital, XYZ Venture Capital.
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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