Radar · Finance & Accounting Services in Pennsylvania
Best Finance & Accounting Services Companies in Pennsylvania, United States
The 127 best Finance & Accounting Services companies in Pennsylvania, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ageras.
By Rohit KhannaTrends & Stories
127companies tracked
$228.8Mdisclosed funding
0unicorns
3have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × PENNSYLVANIA
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 Pennsylvania
| # | Company | Disclosed funding | Employees | Stage | Founded | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | PSC Info Group Limited information available | — | 1,243 | Deadpooled | 1995 | — | — | — |
| 2 | Andesa Financial Management Provider of financial planning services | — | 900 | Acquired | 1982 | — | — | — |
| 3 | brown schultz sheridan & fritz Brown Schultz Sheridan & Fritz is an accounting, auditing and tax firm based in Pennsylvania. | — | 142 | — | 1990 | — | — | 1 award |
| 4 | boyer & ritter llc Boyer & Ritter LLC is a CPA firm located in Camp Hill, Carlisle Chambersburg & State College, PA. | — | 124 | — | 1926 | jQueryGoogle AnalyticsOpen Graph | Top 10M | 1 award |
| 5 | fesnak & associates RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International | — | 90 | Acquired | 2004 | — | — | — |
| 6 | buckno lisicky & company Buckno Lisicky & Company is an accounting firm in New Jersey that provides financial solutions. | — | 88 | — | 1969 | WordPressPleskMySQL+23 | Top 50M | — |
| 7 | bookminders Bookminders is an accounting company based in Philadelphia and Pittsburgh. | — | 72 | Unfunded | 1992 | WordPress Block EditorWordPressMySQL+17 | Top 5M | 1 award |
| 8 | concannon, miller & co. p.c. Concannon, Miller & Co. P.C. is an accounting firm providing services in Lehigh Valley and Tampa/St. | — | 71 | Acquired | 1962 | — | — | — |
Top 5 Finance & Accounting Services companies in Pennsylvania
#1
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees$227.6Mraised▾
Acquired · Philadelphia, Pennsylvania · founded 2012 · 16 employees
Provider of financial management tools for small businesses and freelancers. It offers expense tracking, invoicing, and tax filing solutions. The platform provides automated expense categorization, payment tracking, and invoice management. It also offers support from experts for bookkeeping and value-added tax.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Talent
top 28%Funding
top 30%Tech
top 35%Moat
top 39%Growth
top 40%News
top 45%Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $228M across 10 rounds · 10 rounds over 11 yrs (0.9/yr) · Last round Series D (Apr 2024)
Tech: 34 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel · Devops: Varnish
Funding rounds
- Apr 2024Series D$87.9M
- Aug 2022Conventional Debt$35.9M
- Jul 2022Series C$3.3M
- Dec 2021Series C$35.9M
Founders & team
Investors
Canadian Imperial Bank of Commerce, Rabo Frontier Ventures, Lugard Road Capital, Centripetal Capital Partners, Investcorp, Roos Neon
Tech stack
Apple Icloud MailChakra UiCookie InformationDropboxEmotionGoogle Tag Manager
#2
Seed · Philadelphia, Pennsylvania · founded 2019$1.2Mraised▾
Seed · Philadelphia, Pennsylvania · founded 2019
Provider of investment management and financial planning services
Fliar Intelligence Index™ 10how this company ranks against its industry peers
Tech
top 46%Talent
bottom 45%Funding
bottom 31%Global
bottom 25%Market
bottom 16%Tech: 34 technologies across 4/8 capability areas · Cloud: Cloudflare · Devops: Nginx
Talent: 1 named leader on record
Funding: Raised $1.2M across 1 rounds · 1 rounds over 4 yrs (0.2/yr) · Last round Seed (Oct 2022)
Audience (LinkedIn): 5k LinkedIn followers — 14.6% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Oct 2022Seed$1.2M
Founders & team
Tech stack
ActivecampaignCloudflareCloudflare Bot ManagementComplianzContact Form 7Core-Js
#3
Acquired · Devon, Pennsylvania · founded 2010—raised▾
Acquired · Devon, Pennsylvania · founded 2010
Provider of accounting, tax and business advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 329 LinkedIn followers
Hiring: 1 hiring post in 12 mo (public)
Funding rounds
- Jun 2023PE—
Founders & team
Investors
High Tower
Tech stack
WeeblyMysqlPhpApache Http ServerRecaptchaJquery
#4
Public · Philadelphia, Pennsylvania · founded 1960—raised▾
Public · Philadelphia, Pennsylvania · founded 1960
Owner and operator of retail properties in high-demand markets. They own prime retail destinations, attracting diverse businesses and transforming traditional malls into mixed-use districts. The company focuses on redefining community offerings by leveraging its assets to shape the future of retail. This involves property management, leasing, and business development within these retail spaces.
Founders & team
Investors
Penn Capital Partners
#5
Deadpooled · Oaks, Pennsylvania · founded 1995 · 1243 employees—raised▾
Deadpooled · Oaks, Pennsylvania · founded 1995 · 1243 employees
Limited information available
Investors
Roark Capital, Summit Partners
Funding & investor landscape
$228.8Mtotal disclosed funding
2companies funded
11disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Rico Andersen
Co-Founder & CEO · Ageras
Martin Hegelund
Co-Founder & Chief Growth Officer · Ageras
Jason Ray
Founder & CEO · Zenith Wealth Partners
John Surgent
Founder · GMS Surgent
Joseph Coradino
CEO · PREIT
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 payment and transaction topics emerging.
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 advancements intensified — papers rose from 2 to 74, with transformative learning newly contributing 37 studies.
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 research grew from 1 to 17 papers; financial market and big data risks newly entered at 22 and 18.
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 Pennsylvania, United States?
Radar tracks 127 indexable Finance & Accounting Services companies headquartered in Pennsylvania, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Pennsylvania, United States?
The Finance & Accounting Services companies in Pennsylvania, United States on this list have raised a combined $228.8M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Finance & Accounting Services company in Pennsylvania, United States?
Ageras is the highest-funded Finance & Accounting Services company in Pennsylvania, United States, with $227.6M in disclosed equity funding.
How many Finance & Accounting Services companies in Pennsylvania, United States are funded?
2 of the 127 Finance & Accounting Services companies in Pennsylvania, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Pennsylvania, United States?
None of the Finance & Accounting Services companies in Pennsylvania, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Pennsylvania, United States Finance & Accounting Services companies?
The most active investors in Pennsylvania, United States Finance & Accounting Services companies on this list include Austin Technology Incubator, CNI, Canadian Imperial Bank of Commerce, Centripetal, Centripetal Capital Partners.
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.