Radar · Finance & Accounting Services in San Diego
Best Finance & Accounting Services Companies in San Diego, United States
The 48 best Finance & Accounting Services companies in San Diego, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: MicroHoldings US.
By Rohit KhannaTrends & Stories
48companies tracked
$45Kdisclosed funding
0unicorns
1have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × SAN DIEGO
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
121kcombined LinkedIn audience
90%of audience held by top 3
1companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in San Diego
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | MicroHoldings US Provider of financial services | $45K | 174 mo ago | Seed | Jeffrey Flannery CEO | — | — | — |
| 2 | TGG Accounting Provider of accounting and business consulting services | — | 11 mo ago | Seed | — | 2006 | WordPressMySQLPHP+28 | — |
| 3 | abbo tax cpa Abbo Tax CPA is a CPA firm that offers individual tax preparation, business tax preparation, tax return… | — | — | Private | — | 2012 | WordPressMySQLPHP+21 | — |
| 4 | Abtawil AB Tawil is an accounting firm that offers payroll, bookkeeping, incorporations, tax planning, preparation… | — | — | Unfunded | — | 2006 | — | — |
| 5 | Addlemancpas Addleman & Associates is a public accounting and valuation services firm. | — | — | Unfunded | — | 2011 | — | — |
| 6 | allen barron Allen Barron provides accounting, business consulting, estate planning, bookkeeper, financial advice, tax… | — | — | Unfunded | — | 1995 | WordPressMySQLPHP+31 | 1 expansion |
| 7 | bankers hill advisors Bankers Hill Advisors provides accounting, tax preparation, tax planning, financial statement and payroll… | — | — | — | — | 2018 | — | — |
| 8 | Barsa and Company Barsa & Company is a CPA firm located in San Diego, CA. | — | — | — | — | 1987 | — | — |
Top 2 Finance & Accounting Services companies in San Diego
#1
Seed · San Diego, California$45Kraised▾
Seed · San Diego, California
Provider of financial services
Founders & team
#2
Seed · San Diego, California · founded 2006—raised▾
Seed · San Diego, California · founded 2006
Provider of accounting and business consulting services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 84k LinkedIn followers — 69.7% of this cohort's audience
Funding rounds
- Sep 2025Seed—
Investors
DLA
Tech stack
CloudflareCloudflare Bot ManagementCloudwaysCore-JsDraftpress HfcmFont Awesome
Funding & investor landscape
$45Ktotal disclosed funding
1companies funded
0disclosed rounds
0rounds last 90 days
Most active investors
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
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 San Diego, United States?
Radar tracks 48 indexable Finance & Accounting Services companies headquartered in San Diego, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in San Diego, United States?
The Finance & Accounting Services companies in San Diego, United States on this list have raised a combined $45K in disclosed equity funding across 1 funded companies.
Which is the highest-funded Finance & Accounting Services company in San Diego, United States?
MicroHoldings US is the highest-funded Finance & Accounting Services company in San Diego, United States, with $45K in disclosed equity funding.
How many Finance & Accounting Services companies in San Diego, United States are funded?
1 of the 48 Finance & Accounting Services companies in San Diego, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in San Diego, United States?
None of the Finance & Accounting Services companies in San Diego, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in San Diego, United States Finance & Accounting Services companies?
The most active investors in San Diego, United States Finance & Accounting Services companies on this list include DLA.
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.