Best Finance & Accounting Services Companies in New York City, United States
The 52 best Finance & Accounting Services companies in New York City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Earned Wealth.
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 New York City
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Earned Wealth Provider of wealth and tax advisory solutions for doctors and healthcare professionals 48Funding top 25%Talent top 28%Global bottom 48%Tech bottom 47% All 5 signals ▾Fundingtop 25% Talenttop 28% Globalbottom 48% Techbottom 47% Marketbottom 28% Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) Talent: 4 named leaders on record · 4 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $212M | 24 mo ago | Series B | John Clendening Co-Founder & CEO | 2021 | WebflowSalesforceVimeo+15 | — | — |
| 2 | Nirvana Health Provider of billing services 55Talent top 28%Funding top 33%Tech top 50%Market bottom 42% All 5 signals ▾Talenttop 28% Fundingtop 33% Techtop 50% Marketbottom 42% Globalbottom 39% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Funding: Raised $35.9M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 55/100 | $36M | 22 mo ago | Series A | Urvish Parikh Co-Founder/CTO | 2019 | WebflowGSAPAmazon Web Services+22 | — | 1 partnership |
| 3 | OpenFin Provider of a platform for financial and event management services | $3M | 169 mo ago | Seed | Mazy Dar CEO | 2010 | — | — | — |
| 4 | Tykoon Provider of financial services | $2M | 178 mo ago | Deadpooled | Doug Lebda Co-Founder | 2011 | — | — | — |
| 5 | Practus Provider of interim management, data analytics & security services | $974K | 132 mo ago | Seed | Deepak Narayanan Founder | 2012 | — | — | — |
| 6 | Accordion Provider of accounting services | $165K | 46 mo ago | Series B | Nick Leopard Founder & CEO | 2009 | WordPressMySQLPHP+25 | — | — |
| 7 | Impactica Financial analysis and expense management solutions for businesses | $20K | 37 mo ago | Seed | Nick Unger Co-Founder and Advisor | 2020 | — | — | — |
| 8 | CohnReznick Provider of accounting, assurance and tax services | — | 17 mo ago | Acquired | Frank Longobardi CEO | 1919 | SitecoreTypeScriptChart.js+33 | — | — |
Top 12 Finance & Accounting Services companies in New York City
#1
Series A · New York City, New York · founded 2019 · 47 employees$35.9Mraised▾
Provider of billing services
- Sep 2024Series A$24.2M
- Nov 2021Seed$7.5M
- Jun 2021Seed$4.2M
#2
Series B · New York City, New York · founded 2021$212Mraised▾
Provider of wealth and tax advisory solutions for doctors and healthcare professionals. Earned is a financial services company providing comprehensive tax and wealth solutions designed specifically for doctors, their families, and practices. Their team of fiduciary tax and wealth advisors work together to integrate tax planning with wealth management for healthcare professionals.
- Jul 2024Series B$200M
- Apr 2023Series A$12M
#3
Deadpooled · New York City, New York · founded 2011$2.4Mraised▾
Provider of financial services
- Sep 2011Series A$1.4M
- Jun 2011Seed$605K
- Feb 2011Seed$480K
#4
Seed · New York City, New York · founded 2010$2.6Mraised▾
Provider of a platform for financial and event management services
- Jun 2012Seed$1.9M
- May 2011Seed$750K
#5
Series B · New York City, New York · founded 2009 · 351 employees$165Kraised▾
Provider of accounting services
- Sep 2022Series B—
- Oct 2018Series A—
- Apr 2012Series A—
- Nov 2009Seed$165K
#6
Seed · New York City, New York · founded 2012 · 38 employees$973.7Kraised▾
Provider of interim management, data analytics & security services
#7
Seed · New York City, New York · founded 2020$20Kraised▾
Financial analysis and expense management solutions for businesses. It offers financial assistance to people and families facing immediate and long-term economic challenges. It offers solutions for nonprofits, foundations, businesses, and communities.
- 2023Seed$20K
#8
Acquired · New York City, New York · founded 1919 · 2930 employees—raised▾
Provider of accounting, assurance and tax services
#9
Acquired · New York City, New York · founded 2016—raised▾
Provider of tax credit, bookkeeping, finance, and accounting services
- May 2023Seed—
#10
Seed · New York City, New York · founded 2008—raised▾
Provider of accounting and financial reporting services
- May 2022Seed—
#11
Acquired · New York City, New York · founded 1979 · 1050 employees—raised▾
Provider of accounting, tax, and advisory services to businesses and individuals. It offers a wide array of services including audit and attest services, business management and family office support, business process outsourcing, commercial and international tax services, forensic, litigation, and valuation services, risk advisory, and transaction advisory services. The firm also provides specialized services for various industries such as automotive dealerships, cannabis, construction, and technology. They utilize technology platforms to enhance service delivery.
#12
Funding Raised · New York City, New York · founded 1963 · 330 employees—raised▾
Provider of full-service advisory and accounting firm. The firm provides audit, accounting, advisory, consulting, and tax services. It also offers corporate finance advisory, outsourcing of finance and tax functions for startup companies, internal audit, risk management, turnaround consulting, and other professional advisory services for various industry sectors.
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
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.
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
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.
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.
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.