Radar · Finance & Accounting Services in New York
Best Finance & Accounting Services Companies in New York, United States
The 259 best Finance & Accounting Services companies in New York, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Earned Wealth.
By Rohit KhannaTrends & Stories
259companies tracked
$254.9Mdisclosed funding
0unicorns
12have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × NEW YORK
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
6.3Mcombined LinkedIn audience
98%of audience held by top 3
1companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in New York
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | 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 | 23 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 | 21 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 | 167 mo ago | Seed | Mazy Dar CEO | 2010 | — | — |
| 4 | Tykoon Provider of financial services | $2M | 176 mo ago | Deadpooled | Doug Lebda Co-Founder | 2011 | — | — |
| 5 | Practus Provider of interim management, data analytics & security services | $974K | 131 mo ago | Seed | Deepak Narayanan Founder | 2012 | — | — |
| 6 | Mommsen Global Provider of financial services | $750K | 128 mo ago | Seed | Brian Mommsen Founder & CEO | 2013 | — | — |
| 7 | Accordion Provider of accounting services | $165K | 45 mo ago | Series B | Nick Leopard Founder & CEO | 2009 | WordPressMySQLPHP+25 | — |
| 8 | Impactica Financial analysis and expense management solutions for businesses | $20K | 36 mo ago | Seed | Nick Unger Co-Founder and Advisor | 2020 | — | — |
Top 12 Finance & Accounting Services companies in New York
#1
Series B · New York City, New York · founded 2021$212Mraised▾
Series B · New York City, New York · founded 2021
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.
Fliar Intelligence Index™ 48how this company ranks against its industry peers
Funding
top 25%Talent
top 28%Global
bottom 48%Tech
bottom 47%Market
bottom 28%Funding: Raised $212M across 2 rounds · 2 rounds over 3 yrs (0.7/yr) · Last round Series B (Jul 2024)
Talent: 4 named leaders on record · 4 C-suite/founder profiles curated
Global: Investors from 1 country beyond United States
Audience (LinkedIn): 2k LinkedIn followers
Funding rounds
- Jul 2024Series B$200M
- Apr 2023Series A$12M
Founders & team
Investors
Summit Partners, Silversmith, Juxtapose, Hudson Structured Capital Management, Breyer Capital
Tech stack
CloudflareCloudflare Bot ManagementContentsquareGoogle AnalyticsHotjarHsts
#2
Series A · New York City, New York · founded 2019 · 47 employees$35.9Mraised▾
Series A · New York City, New York · founded 2019 · 47 employees
Provider of billing services
Fliar Intelligence Index™ 55how this company ranks against its industry peers
Talent
top 28%Funding
top 33%Tech
top 50%Market
bottom 42%Global
bottom 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) · Last round Series A (Sep 2024)
Tech: 25 technologies across 4/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Security: Cloudflare Bot Management, Hsts
Audience (LinkedIn): 7k LinkedIn followers
Activity (LinkedIn): 1 partnerships (incl. Keragon) announced in 12 mo
Funding rounds
- Sep 2024Series A$24.2M
- Nov 2021Seed$7.5M
- Jun 2021Seed$4.2M
Founders & team
Investors
Eniac Ventures, ARC Ventures, Inspired Capital, RTP Seed, Northzone, Surface Ventures
#3
Deadpooled · New York City, New York · founded 2011$2.4Mraised▾
Deadpooled · New York City, New York · founded 2011
Provider of financial services
Funding rounds
- Sep 2011Series A$1.4M
- Jun 2011Seed$605K
- Feb 2011Seed$480K
Founders & team
Investors
RRE Ventures, Twig Lane Group
Tech stack
Cart FunctionalityPhpBootstrapNginxOpenrestyRecaptcha
#4
Seed · New York City, New York · founded 2010$2.6Mraised▾
Seed · New York City, New York · founded 2010
Provider of a platform for financial and event management services
Funding rounds
- Jun 2012Seed$1.9M
- May 2011Seed$750K
Founders & team
#5
Series B · New York City, New York · founded 2009 · 351 employees$165Kraised▾
Series B · New York City, New York · founded 2009 · 351 employees
Provider of accounting services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 26k LinkedIn followers
Funding rounds
- Sep 2022Series B—
- Oct 2018Series A—
- Apr 2012Series A—
- Nov 2009Seed$165K
Founders & team
Investors
Motive Partners, Charlesbank Capital Partners, FFL Partners, Eagle Investments, DIFC, B-FORE Capital
Tech stack
AzureAzure Front DoorBootstrapCloudflareCloudflare Bot ManagementComplianz
#6
Seed · New York City, New York · founded 2012 · 38 employees$973.7Kraised▾
Seed · New York City, New York · founded 2012 · 38 employees
Provider of interim management, data analytics & security services
Founders & team
Investors
Monik Sameer Koticha
Tech stack
CloudflareHttp/3
#7
Seed · New York City, New York · founded 2020$20Kraised▾
Seed · New York City, New York · founded 2020
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.
Funding rounds
- 2023Seed$20K
Founders & team
Investors
Techstars
#8
Seed · Brooklyn, New York · founded 2013$750Kraised▾
Seed · Brooklyn, New York · founded 2013
Provider of financial services
Funding rounds
- Oct 2015Seed$750K
Founders & team
Tech stack
WordpressMysqlPhpApache Http ServerJqueryGoogle Font Api
#9
Acquired · New York City, New York · founded 1919 · 2930 employees—raised▾
Acquired · New York City, New York · founded 1919 · 2930 employees
Provider of accounting, assurance and tax services
Founders & team
Investors
Apax, Hud Exchange
Tech stack
Adobe Audience ManagerAzureBackbone.JsCdnjsChart.JsCloudflare
#10
Funding Raised · Harrison, New York · founded 1891 · 917 employees—raised▾
Funding Raised · Harrison, New York · founded 1891 · 917 employees
Provider of accounting, assurance and advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 47k LinkedIn followers
Investors
PSP Investments, Investcorp
Tech stack
Advanced Custom FieldsAosApple Icloud MailCdnjsClickdimensionsCloudflare
#11
Seed · Syracuse, New York · founded 2016—raised▾
Seed · Syracuse, New York · founded 2016
Hiline is a company that offers accounting services designed to help businesses scale and grow. They provide outsourced accounting and bookkeeping services to help entrepreneurs avoid financial mistakes and maximize opportunities.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers
Hiring: 2 hiring posts in 12 mo (public) · momentum +2 · hiring: Senior Associate, Tax Manager
Funding rounds
- Oct 2023Seed—
Founders & team
Investors
Red Iron Group
Tech stack
Amazon S3Amazon Web ServicesAnimate.CssAutoptimizeBootstrapCalendly
#12
Acquired · New York City, New York · founded 2016—raised▾
Acquired · New York City, New York · founded 2016
Provider of tax credit, bookkeeping, finance, and accounting services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Activity: 1 product launches announced in 12 mo
Funding rounds
- May 2023Seed—
Founders & team
Investors
Red Iron Group
Tech stack
6SenseAmazon S3Amazon Web ServicesAosApple Icloud MailBootstrap
Funding & investor landscape
$254.9Mtotal disclosed funding
8companies funded
13disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
John Clendening
Co-Founder & CEO · Earned Wealth
Alexandra Garabedian
Co-Founder & CPO · Earned Wealth
Urvish Parikh
Co-Founder/CTO · Nirvana Health
Kelvin Chan
Co-Founder & CEO · Nirvana Health
Doug Lebda
Co-Founder · Tykoon
Mazy Dar
CEO · OpenFin
Nick Leopard
Founder & CEO · Accordion
Matthew Pascucci
Senior Managing Director · Accordion
Deepak Narayanan
Founder · Practus
Srinivasan Venkataraman
Co-Founder · Practus
Ariel Porath
· Impactica
Nick Unger
Co-Founder and Advisor · Impactica
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 breakthrough research surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid paradigm shifts.
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 rose 2→74, reflecting intensifying U.S. fintech research focus on equitable access.
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 research cooled from 56%→29% field-share, yet cryptocurrency risk papers grew 1→17, indicating emerging scrutiny.
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
Seattle14 · +0.21
Philadelphia13 · +0.19
Boston12 · +0.34
Los Angeles8 · +0.42
Ann Arbor8 · +0.49
SF Bay Area5 · +0.42
Chicago5 · +0.08
Atlanta5 · +0.36
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 New York, United States?
Radar tracks 259 indexable Finance & Accounting Services companies headquartered in New York, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in New York, United States?
The Finance & Accounting Services companies in New York, United States on this list have raised a combined $254.9M in disclosed equity funding across 8 funded companies.
Which is the highest-funded Finance & Accounting Services company in New York, United States?
Earned Wealth is the highest-funded Finance & Accounting Services company in New York, United States, with $212M in disclosed equity funding.
How many Finance & Accounting Services companies in New York, United States are funded?
8 of the 259 Finance & Accounting Services companies in New York, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in New York, United States?
None of the Finance & Accounting Services companies in New York, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in New York, United States Finance & Accounting Services companies?
The most active investors in New York, United States Finance & Accounting Services companies on this list include Red Iron Group, ARC Ventures, Accelerate Prosperity, Actions Capital, Alumni Ventures.
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.