Radar · Finance & Accounting Services in San Francisco
Best Finance & Accounting Services Companies in San Francisco, United States
The 53 best Finance & Accounting Services companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Foss & Company.
By Rohit KhannaTrends & Stories
53companies tracked
$27.9Mdisclosed funding
0unicorns
3have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × SAN FRANCISCO
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
169kcombined LinkedIn audience
85%of audience held by top 3
1companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Foss & Company Provider of tax and financial services 40Growth top 45%Tech top 50%Talent bottom 49%Funding bottom 43% All 6 signals ▾Growthtop 45% Techtop 50% Talentbottom 49% Fundingbottom 43% Marketbottom 41% Globalbottom 25% Tech: 31 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 40/100 | $17M | 52 mo ago | Series B | George Barry President and Owner | 1983 | WordPressMySQLPHP+27 | — | 1 award |
| 2 | Andersen Provider of of tax, valuation, financial advisory, and related consulting services to individual and… 80Tech top 16%Innovation top 17%Patents top 17%Product top 28% All 10 signals ▾Techtop 16% Innovationtop 17% Patentstop 17% Producttop 28% Fundingtop 34% Markettop 40% Moattop 41% Growthtop 45% Globalbottom 38% Newsbottom 21% Tech: 143 technologies across 6/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Innovation: 308 patents (top 7% of patent-holders) · 99 filings since 2022 vs 78 in 2017-21 rank vs industry peers · Fliar Intelligence Index 80/100 | $11M | 27 mo ago | Public | — | 2002 | WordPressPleskMySQL+28 | 308 patents Advanced window and façade systems with structural sealing, composite extrusion, and project management tools. | 2 internships |
| 3 | Accountstory Provider of accounting and tax services | $105K | 57 mo ago | Seed | Chijoke Nwuzi Co-Founder & COO | 2017 | — | — | — |
| 4 | True North Provider of blockchain development service for fintech companies | — | 35 mo ago | Seed | Alex Gonikman Co-Founder & Co-CEO | 2015 | GoDaddy Website BuilderReactRequireJS+13 | — | — |
| 5 | affinity fund services Affinity Fund Services is an accounting firm that offers fund accounting, financial statement preparation… | — | — | — | — | 2010 | — | — | — |
| 6 | Alharith Consulting Design is Beauty. | — | — | — | — | — | — | — | — |
| 7 | american eagle consulting American Eagle Consulting is an accounting firm that provides tax preparation, bookkeeping, payroll and… | — | — | — | — | 1985 | — | — | — |
| 8 | andersen global Anderson Global offers an array of services in tax and legal spread across the globe. | — | — | Acquired | — | 2013 | — | 308 patents Advanced window and fenestration systems with structural, thermal, and composite innovations | — |
Top 4 Finance & Accounting Services companies in San Francisco
#1
Public · San Francisco, California · founded 2002 · 14000 employees$11.2Mraised▾
Public · San Francisco, California · founded 2002 · 14000 employees
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients. It offers a range of services, include Individual and Business Tax Compliance, Tax Consulting, Mergers & Acquisitions, Valuation, Wealth Management, Business Consulting, Risk Management, and Document Management Solutions.
Fliar Intelligence Index™ 80how this company ranks against its industry peers
Tech
top 16%Innovation
top 17%Patents
top 17%Product
top 28%Funding
top 34%Market
top 40%Tech: 143 technologies across 6/8 capability areas · Cloud: Amazon Ses, Amazon Web Services · Devops: Nginx
Innovation: 308 patents (top 7% of patent-holders) · 99 filings since 2022 vs 78 in 2017-21
Patents: 308 patents matched (strict assignee match) · 99 filings since 2022 vs 78 in 2017-21 · Latest publication 2026
Audience (LinkedIn): 67k LinkedIn followers — 39.8% of this cohort's audience
Funding rounds
- Apr 2024Series B$6.1M
- Apr 2023Series A$538.6K
- Apr 2022Series A$4.6M
- Oct 2011Grant (prize money)—
Investors
Hud Exchange, Mayfield, Charles & Potomac Capital
Tech stack
Amazon SesAmazon Web ServicesAngularAnimate.CssAnime.JsApache Http Server
#2
Series B · San Francisco, California · founded 1983 · 49 employees$16.6Mraised▾
Series B · San Francisco, California · founded 1983 · 49 employees
Provider of tax and financial services
Fliar Intelligence Index™ 40how this company ranks against its industry peers
Growth
top 45%Tech
top 50%Talent
bottom 49%Funding
bottom 43%Market
bottom 41%Global
bottom 25%Tech: 31 technologies across 3/8 capability areas · Cloud: Cloudflare · Security: Cloudflare Bot Management, Http/3
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Audience (LinkedIn): 3k LinkedIn followers
Activity (LinkedIn): 1 awards announced in 12 mo
Founders & team
Tech stack
Animate.CssBeaver BuilderBootstrapCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#3
Seed · San Francisco, California · founded 2017 · 10 employees$105Kraised▾
Seed · San Francisco, California · founded 2017 · 10 employees
Developer of a buying process database designed to get the required information about target accounts. The company's platform offers Chrome extension, campaign manager, and account insight that helps to get a holistic view of buying committee and understand the procurement process, obtain information that is authentic and gives data from a variety of sources, enabling clients to understand the process of selling to enterprises by identifying the champions, influencers, and decision-makers who buy things.
Funding rounds
- Sep 2021Seed$105K
Founders & team
Investors
Berkeley SkyDeck, Right Side Capital Management
#4
Seed · San Francisco, California · founded 2015 · 200 employees—raised▾
Seed · San Francisco, California · founded 2015 · 200 employees
Provider of blockchain development service for fintech companies
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers — 8.0% of this cohort's audience
Funding rounds
- Aug 2023Seed—
Founders & team
Investors
LoanPro, Scribble Ventures
Tech stack
CloudflareCloudflare Bot ManagementEmotionGodaddy Website BuilderGoogle AnalyticsGoogle Workspace
Funding & investor landscape
$27.9Mtotal disclosed funding
3companies funded
4disclosed 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 Francisco, United States?
Radar tracks 53 indexable Finance & Accounting Services companies headquartered in San Francisco, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in San Francisco, United States?
The Finance & Accounting Services companies in San Francisco, United States on this list have raised a combined $27.9M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Finance & Accounting Services company in San Francisco, United States?
Foss & Company is the highest-funded Finance & Accounting Services company in San Francisco, United States, with $16.6M in disclosed equity funding.
How many Finance & Accounting Services companies in San Francisco, United States are funded?
3 of the 53 Finance & Accounting Services companies in San Francisco, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in San Francisco, United States?
None of the Finance & Accounting Services companies in San Francisco, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in San Francisco, United States Finance & Accounting Services companies?
The most active investors in San Francisco, United States Finance & Accounting Services companies on this list include Mayfield, Berkeley SkyDeck, Charles & Potomac Capital, Hud Exchange, LoanPro.
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.