Radar · Finance & Accounting Services in United States
Best Finance & Accounting Services Companies in United States
The 5014 best Finance & Accounting Services companies in United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: BDO.
By Riya SenguptaFinancials
5014companies tracked
$6.2Bdisclosed funding
1unicorns
92have raised
Finance & Accounting Services companies in the United States don't lack for scale — and this directory ranks 5,014 of them by disclosed equity funding and recent funding momentum, pulling from $6.2B in total tracked capital across the sector.
The revenue figures are where it gets interesting. Across seven validated filers, the median sits at $906M with ~10% YoY growth, and the combined pool clears $10.8B. Corebridge Financial runs at $4.0B in revenue, roughly 4x that median. H&R Block posts $3.8B, about 3x. Those aren't outliers you can ignore — they're the ceiling you measure everything else against. So when you see Ryan pulling $317M in disclosed funding or Earned Wealth at $212M, the question worth asking is: what revenue story sits behind that capital? App-side momentum is real too, with median install growth at +25% YoY across 64 finance and accounting apps, a signal that consumer-facing distribution is tightening fast. I'd watch that number closely heading into next year, especially as digital banking platforms continue to absorb market share from traditional service models.
Sources & further reading
- 8 major student loan changes from Trump’s budget bill: Next steps for borrowers
- 8 major student loan changes from Trump’s budget bill: Next steps for borrowers
- 8 major student loan changes from Trump’s budget bill: Next steps for borrowers
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × UNITED STATES
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
955kcombined LinkedIn audience
54%of audience held by top 3
6companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in United States
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BDO Provider of business advisory, finance, and accounting services 67Tech top 33%Market top 35%Product top 36%Funding top 38% All 9 signals ▾Techtop 33% Markettop 35% Producttop 36% Fundingtop 38% AItop 45% Growthbottom 49% Talentbottom 47% Newsbottom 45% Globalbottom 45% Tech: 38 technologies across 5/8 capability areas · Cloud: Azure, Cloudflare Market: 9,433 employees (top 7% of Finance & Accounting Services) · Top-1,000,000 web property rank vs industry peers · Fliar Intelligence Index 67/100 | $2.8B | 33 mo ago | Acquired | 9,433 | 1910 | Jonathan Marks Partner | 4 signals ▼71% Leadership · Layoffs · Lawsuit | — | — |
| 2 | Kestra Provider of business consulting, technology, and wealth advisory services 57News top 27%Funding top 33%Growth top 34%Talent top 38% All 9 signals ▾Newstop 27% Fundingtop 33% Growthtop 34% Talenttop 38% Producttop 42% Markettop 48% Techtop 49% Partnersbottom 35% Globalbottom 32% News: 16 BI events in 12 mo (of 33 tracked, 7 types) · +220% YoY Funding: Raised $500M across 1 rounds · 1 rounds over 7 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $500M | 84 mo ago | Acquired | 630 630 → 471 (-25%) · sector median +10% | 2014 | Robert Bartenstein CEO | 16 signals ▲220% Leadership · Funding · IPO | — | 1 internship · 1 partnership |
| 3 | SquareTwo Financial Provider of services related to purchasing and managing consumer debt 42Market top 37%Funding top 37%Fin. health bottom 45%Global bottom 32% All 6 signals ▾Markettop 37% Fundingtop 37% Fin. healthbottom 45% Globalbottom 32% Newsbottom 27% Growthbottom 25% Market: 44 employees (top 46% of Finance & Accounting Services) · Revenue ~$203M Funding: Raised $475M across 1 rounds · 1 rounds over 16 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 42/100 | $475M | 191 mo ago | Acquired | 44 | 1994 | — | — | — | — |
| 4 | H&R Block Chains providing tax preparation, financial product, and small business services 92Funding top 8%Patents top 13%Market top 15%Innovation top 17% All 13 signals ▾Fundingtop 8% Patentstop 13% Markettop 15% Innovationtop 17% Techtop 17% Moattop 21% Fin. healthtop 22% Customerstop 26% Globaltop 31% Producttop 34% Talenttop 38% Newsbottom 49% Growthbottom 45% Funding: Raised $350M · Backed by 2 investors; strongest: Greyrock Investments Patents: 1,182 patents matched (strict assignee match) · 1056 filings since 2022 vs 65 in 2017-21 rank vs industry peers · Fliar Intelligence Index 92/100 | $350M | — | Public | 4,000 | 1955 | Jeff Jones President & Chief Executive Officer | 16 signals ▼54% Earnings · Leadership | 1,182 patents Financial software for tax, payments, and crypto transaction processing | 2 internships · 1 partnership |
| 5 | Ryan Provider of tax consulting, software, and technology services 64Funding top 16%Tech top 31%News top 33%Growth top 39% All 9 signals ▾Fundingtop 16% Techtop 31% Newstop 33% Growthtop 39% Producttop 41% Markettop 45% Innovationtop 45% Talentbottom 49% Globalbottom 37% Funding: Raised $317M across 4 rounds · 4 rounds over 13 yrs (0.3/yr) Tech: 52 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 64/100 | $317M | 5 mo ago | Late Stage | 1,552 | 1991 | Chris Collis Co-Founder | 10 signals ▲43% M&A · Funding · Earnings | — | — |
| 6 | Westlake Financial Provider of financial services 69Tech top 30%Customers top 30%Market top 36%Product top 36% All 9 signals ▾Techtop 30% Customerstop 30% Markettop 36% Producttop 36% Fundingtop 37% Growthtop 48% Talentbottom 49% Globalbottom 32% Newsbottom 24% Tech: 43 technologies across 5/8 capability areas · Cloud: Amazon S3, Amazon Web Services Customers: App rating 4.0★ (6,875 reviews) · Review volume +7% in 6 mo rank vs industry peers · Fliar Intelligence Index 69/100 | $250M | 160 mo ago | Series D | 1,736 1,736 → 1,375 (-21%) · sector median +10% | 1978 | Ian Anderson CEO | — | — | — |
| 7 | Ageras Provider of financial management tools for small businesses and freelancers 50Talent top 28%Funding top 30%Tech top 35%Moat top 39% All 9 signals ▾Talenttop 28% Fundingtop 30% Techtop 35% Moattop 39% Growthtop 40% Newstop 45% Marketbottom 41% Globalbottom 39% Fin. healthbottom 29% 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) rank vs industry peers · Fliar Intelligence Index 50/100 | $228M | 25 mo ago | Acquired | 16 | 2012 | Rico Andersen Co-Founder & CEO | 3 signals ▲50% M&A | — | — |
| 8 | 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 | — | 2021 | John Clendening Co-Founder & CEO | — | — | — |
| 9 | CV Holdings Financial holding firm 62Funding top 27%Talent bottom 49%Global bottom 36% All 3 signals ▾Fundingtop 27% Talentbottom 49% Globalbottom 36% Funding: Raised $140M across 2 rounds · Backed by 3 investors; strongest: Jacobs Asset Management, Iroquois Capital Group Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 62/100 | $140M | — | Funding Raised | 29,300 | 2005 | Kenneth Witkin CEO | — | — | — |
| 10 | CBIZ Provider of accounting, payroll, tax, and advisory services 87Innovation top 20%Fin. health top 20%Product top 21%Market top 27% All 12 signals ▾Innovationtop 20% Fin. healthtop 20% Producttop 21% Markettop 27% Fundingtop 32% Talenttop 35% Techtop 37% Growthtop 43% Customerstop 44% Newsbottom 38% Moatbottom 38% Globalbottom 32% Innovation: 11 product lines Fin. health: Revenue ~$2.8B (FY2023) · Net margin 4.2% rank vs industry peers · Fliar Intelligence Index 87/100 | $130M | 188 mo ago | Public | 5,252 5,252 → 8,659 (+65%) · sector median +10% | 1987 | Steve Sublett Co-CEO & COO | 3 signals ▼77% Leadership · Earnings | — | — |
| 11 | Enverto Investment Group Provider of financial services 9Funding top 48%Talent bottom 45%Global bottom 29%Market bottom 16% All 4 signals ▾Fundingtop 48% Talentbottom 45% Globalbottom 29% Marketbottom 16% Funding: Raised $100M across 1 rounds · 1 rounds over 12 yrs (0.1/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 9/100 | $100M | 141 mo ago | Deadpooled | 7 | 2013 | Charles Anderson CEO | — | — | — |
| 12 | Platform Accounting Group Provider of accounting services 53Growth top 33%Funding top 45%Talent bottom 49%Market bottom 43% All 6 signals ▾Growthtop 33% Fundingtop 45% Talentbottom 49% Marketbottom 43% Globalbottom 32% Newsbottom 18% Growth: Headcount 29 → 43 (+48%) across vintages · 1 acquisition/expansion move in 24 mo Funding: Raised $89.0M across 2 rounds · 2 rounds over 7 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $89M | 30 mo ago | Series B | 43 | 2018 | Reyes Florez Founder & CEO | — | — | 6 awards |
| 13 | CFGI 🦄 Provider of accounting and business advisory services 62Moat top 31%Growth top 36%Funding top 37%Tech top 39% All 8 signals ▾Moattop 31% Growthtop 36% Fundingtop 37% Techtop 39% Markettop 40% Talentbottom 48% Globalbottom 46% Newsbottom 34% Moat: Editorial + unicorn rating 6/10 · Unicorn Growth: Headcount 772 → 993 (+29%) across vintages · 1 acquisition/expansion move in 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $73M | 57 mo ago | Acquired | 993 993 → 1,126 (+13%) · sector median +10% | 2000 | Nick Nardone Co-Founder & Co-CEO | — | — | — |
| 14 | Three Shores Bancorporation Bank holding firm 37Funding bottom 49%Talent bottom 49%Global bottom 34% All 3 signals ▾Fundingbottom 49% Talentbottom 49% Globalbottom 34% Funding: Raised $61.0M across 3 rounds · 3 rounds over 17 yrs (0.2/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 37/100 | $61M | 149 mo ago | Acquired | — | 2009 | Gideon Haymaker CEO | — | — | — |
| 15 | MainStreet Online tax credits claim services for startups 48Moat top 31%Funding top 38%Tech top 38%Growth top 45% All 6 signals ▾Moattop 31% Fundingtop 38% Techtop 38% Growthtop 45% Marketbottom 45% Globalbottom 37% Moat: Editorial + unicorn rating 8/10 · Soonicorn Funding: Raised $60.0M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 48/100 | $60M | 63 mo ago | Acquired | 145 | 2002 | — | — | — | — |
| 16 | V3 Energy and Technology Provider of financial services 55Innovation top 9%Patents top 10%Moat top 41%Funding bottom 44% All 6 signals ▾Innovationtop 9% Patentstop 10% Moattop 41% Fundingbottom 44% Globalbottom 40% Marketbottom 26% Innovation: 1,201 patents (top 2% of patent-holders) · 615 filings since 2022 vs 342 in 2017-21 Patents: 1,201 patents matched (strict assignee match) · 615 filings since 2022 vs 342 in 2017-21 rank vs industry peers · Fliar Intelligence Index 55/100 | $50M | 102 mo ago | Series A | 13 | 2016 | — | — | 1,201 patents Energy harvesting, power generation, and fluid‑dynamics solutions for oil‑gas and nuclear processing | — |
| 17 | Siegfried Group Provider of accounting and auditing services 67Growth top 32%Funding top 34%Tech top 40%Market top 47% All 7 signals ▾Growthtop 32% Fundingtop 34% Techtop 40% Markettop 47% Talentbottom 49% Newsbottom 32% Globalbottom 30% Growth: Headcount 587 → 708 (+21%) across vintages · Fresh capital in last 24 mo Funding: Raised $43.4M · 3 rounds over 9 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $43M | 14 mo ago | Series C | 708 708 → 1,632 (+131%) · sector median +10% | 1988 | Robert L Siegfried Founder & CEO | — | — | 1 job opening |
| 18 | Falcon Holdings Management Exclusive distributor of Tata Tiscon steel products 42Innovation top 20%Product top 26%Talent top 38%Funding top 44% All 9 signals ▾Innovationtop 20% Producttop 26% Talenttop 38% Fundingtop 44% Growthtop 45% Globalbottom 36% Marketbottom 29% Newsbottom 22% Techbottom 20% Innovation: 7 product lines Product: 7 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 42/100 | $40M | 65 mo ago | Acquired | 20 | 1999 | Aslam Khan Founder & Co-CEO | — | — | — |
| 19 | KevCo Tax related services 42Innovation top 30%Product top 35%Funding bottom 45%Global bottom 29% All 5 signals ▾Innovationtop 30% Producttop 35% Fundingbottom 45% Globalbottom 29% Techbottom 24% Innovation: 3 product lines Product: 3 distinct product lines · Company stage: Series B rank vs industry peers · Fliar Intelligence Index 42/100 | $37M | 323 mo ago | Series B | — | 1995 | — | — | — | — |
| 20 | 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 | 47 | 2019 | Urvish Parikh Co-Founder/CTO | — | — | 1 partnership |
| 21 | HSP Group Cloud-based accounting software for businesses 60Tech top 27%Talent top 28%Funding top 32%Product top 34% All 9 signals ▾Techtop 27% Talenttop 28% Fundingtop 32% Producttop 34% Growthtop 37% Marketbottom 48% Innovationbottom 46% Newsbottom 45% Globalbottom 32% Tech: 55 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services Talent: 3 named leaders on record · 3 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 60/100 | $24M | 20 mo ago | Series B | 166 166 → 178 (+7%) · sector median +10% | 2002 | Isidro Helder Co-Founder | — | — | 1 job opening |
| 22 | Kick Provider of bookkeeping, audit risk, tax saving, and other accountant services 60AI top 20%Tech top 25%Funding top 33%Growth top 35% All 6 signals ▾AItop 20% Techtop 25% Fundingtop 33% Growthtop 35% Globalbottom 29% Marketbottom 28% AI: Classified as an AI company Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 60/100 | $20M | 7 mo ago | Series B | 11 | 2010 | — | — | — | — |
| 23 | True Partners Provider of tax consulting services 45Market top 49%Funding top 50%Talent bottom 49%Global bottom 29% All 4 signals ▾Markettop 49% Fundingtop 50% Talentbottom 49% Globalbottom 29% Market: 133 employees (top 38% of Finance & Accounting Services) Funding: Raised $20.0M across 1 rounds · 1 rounds over 21 yrs (0.0/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $20M | 247 mo ago | Acquired | 133 | 2005 | Cary D McMillan Founder & Chairman | — | — | — |
| 24 | Quisitive Provider of IT consulting and digital transformation services 37AI top 45%Product top 46%Funding top 48%Market top 49% All 8 signals ▾AItop 45% Producttop 46% Fundingtop 48% Markettop 49% Techtop 50% Globalbottom 37% Growthbottom 32% Newsbottom 26% AI: Product described with: machine learning Product: 0 product launch events in 12 mo · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 37/100 | $18M | 63 mo ago | Acquired | 665 | 2016 | — | — | — | — |
| 25 | Lone Oak Payroll Provider of payroll funding solutions 55Innovation top 20%Product top 32%Tech top 43%Growth top 45% All 7 signals ▾Innovationtop 20% Producttop 32% Techtop 43% Growthtop 45% Fundingtop 49% Marketbottom 32% Globalbottom 25% Innovation: 10 product lines Product: 10 distinct product lines · Company stage: Conventional Debt rank vs industry peers · Fliar Intelligence Index 55/100 | $17M | 97 mo ago | Funding Raised | 30 | 2017 | — | — | — | — |
| 26 | Sagent Management Provider of financial and tax services 37Funding top 42%Talent bottom 45%Global bottom 25% All 3 signals ▾Fundingtop 42% Talentbottom 45% Globalbottom 25% Funding: Raised $16.6M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 37/100 | $17M | 24 mo ago | Series B | — | 2004 | Oded Zaltsman Founder & CEO | — | — | — |
| 27 | 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 | 51 mo ago | Series B | 49 | 1983 | George Barry President and Owner | — | — | 1 award |
| 28 | Aquilance Financial administration firm that provides services to individuals and families 37Funding top 32%Talent bottom 49%Global bottom 36% All 3 signals ▾Fundingtop 32% Talentbottom 49% Globalbottom 36% Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 37/100 | $16M | 5 mo ago | Early Stage | — | 1987 | John Carey CEO | — | — | — |
| 29 | cMoney Provider of financial services 5Talent bottom 45%Funding bottom 39%Global bottom 29%Market bottom 8% All 4 signals ▾Talentbottom 45% Fundingbottom 39% Globalbottom 29% Marketbottom 8% Talent: 1 named leader on record Funding: Raised $15.0M across 1 rounds · 1 rounds over 16 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 5/100 | $15M | 194 mo ago | Deadpooled | 1 | 2010 | Jennifer Pharris Chairman & CEO | — | — | — |
| 30 | BookKeeping Express Accounting service for SMBs 40Innovation top 20%Product top 36%Growth bottom 42%Funding bottom 40% All 7 signals ▾Innovationtop 20% Producttop 36% Growthbottom 42% Fundingbottom 40% Techbottom 40% Marketbottom 39% Globalbottom 32% Innovation: 8 product lines Product: 8 distinct product lines · Company stage: Series A rank vs industry peers · Fliar Intelligence Index 40/100 | $13M | 135 mo ago | Series A | 29 | 1984 | — | — | — | — |
| 31 | 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 | 26 mo ago | Public | 14,000 | 2002 | — | — | 308 patents Advanced window systems, leak‑tight fasteners, and high‑performance composite structures for construction | 2 internships |
| 32 | Rivet Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits… 45Funding top 41%Talent top 45%Tech bottom 41%Global bottom 33% All 4 signals ▾Fundingtop 41% Talenttop 45% Techbottom 41% Globalbottom 33% Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) Talent: 2 named leaders on record rank vs industry peers · Fliar Intelligence Index 45/100 | $9M | 11 mo ago | Series A | — | 2021 | Nick Abouzeid Co-Founder & CEO | — | — | 2 job openings · 3 partnerships |
| 33 | NFC Investments Provider of investment & portfolio management and financial advisory services 8Talent bottom 45%Funding bottom 36%Global bottom 25%Tech bottom 15% All 4 signals ▾Talentbottom 45% Fundingbottom 36% Globalbottom 25% Techbottom 15% Talent: 1 named leader on record Funding: Raised $7.6M across 1 rounds · 1 rounds over 6 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 8/100 | $8M | 69 mo ago | Series A | — | 2004 | Farrah Ng CEO | — | — | — |
| 34 | LifeQuest Services Provider of audit, billing and account collection services 40Innovation top 20%Product top 26%Talent bottom 45%Market bottom 39% All 7 signals ▾Innovationtop 20% Producttop 26% Talentbottom 45% Marketbottom 39% Fundingbottom 35% Techbottom 30% Globalbottom 25% Innovation: 11 product lines Product: 11 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 40/100 | $7M | 161 mo ago | Acquired | 30 | 1992 | Michael Finn CEO | — | — | — |
| 35 | Woodall Group Provider of government contracting, accounting, audit and business consulting services 32Talent bottom 49%Global bottom 48%Funding bottom 34% All 3 signals ▾Talentbottom 49% Globalbottom 48% Fundingbottom 34% Talent: 1 named leader on record · 1 C-suite/founder profile curated Global: Investors from 1 country beyond United States rank vs industry peers · Fliar Intelligence Index 32/100 | $6M | 64 mo ago | Series A | — | 2004 | Gregg Woodall Founder and CEO | — | — | — |
| 36 | Vemanti Group Provider of IT service suite solutions and blockchain services 8News bottom 49%Talent bottom 49%Funding bottom 47%Growth bottom 42% All 9 signals ▾Newsbottom 49% Talentbottom 49% Fundingbottom 47% Growthbottom 42% Globalbottom 32% Fin. healthbottom 24% Techbottom 23% Moatbottom 17% Marketbottom 13% News: 3 BI events in 12 mo (of 16 tracked, 4 types) · +0% YoY Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 8/100 | $5M | 66 mo ago | Public | 2 | 2013 | Tan Tran Founder & CEO | 3 signals M&A | — | — |
| 37 | CPA Corporation Provider of tax planning, preparation, and business advisory services for businesses and nonprofits 40Product top 14%Innovation top 20%Talent bottom 45%Funding bottom 42% All 7 signals ▾Producttop 14% Innovationtop 20% Talentbottom 45% Fundingbottom 42% Marketbottom 34% Techbottom 33% Globalbottom 25% Product: 5 distinct product lines · Company stage: Post IPO Innovation: 5 product lines rank vs industry peers · Fliar Intelligence Index 40/100 | $3M | 88 mo ago | Late Stage | 25 | 2001 | Fred Crooks Founder & President | — | — | — |
| 38 | Dapt Provider of accounting, payroll & time tracking services 11Funding top 49%Talent bottom 49%Global bottom 30%Market bottom 18% All 4 signals ▾Fundingtop 49% Talentbottom 49% Globalbottom 30% Marketbottom 18% Funding: Raised $2.6M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 11/100 | $3M | 11 mo ago | Seed | 10 | 2021 | Jim Keeney Chief Executive Officer | — | — | 3 partnerships |
| 39 | Arvo Tech Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax… 19Talent top 38%Funding top 48%Tech bottom 47%Global bottom 29% All 6 signals ▾Talenttop 38% Fundingtop 48% Techbottom 47% Globalbottom 29% Newsbottom 18% Marketbottom 16% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $2.5M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 19/100 | $2M | 23 mo ago | Series A | — | 2014 | Brent Johnson Co-Founder | — | — | — |
| 40 | M3EG SS1 Provider of taxation services 53Talent top 27%Tech top 31%Partners top 33%Market top 36% All 8 signals ▾Talenttop 27% Techtop 31% Partnerstop 33% Markettop 36% Newsbottom 45% Growthbottom 32% Fundingbottom 31% Globalbottom 25% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Tech: 41 technologies across 5/8 capability areas · Cloud: Akamai, Amazon Cloudfront rank vs industry peers · Fliar Intelligence Index 53/100 | $2M | 48 mo ago | Seed | — | 2020 | Harold Eason Co-CEO | 15 signals ▼67% Lawsuit · Leadership | — | 6 job openings |
| 41 | Anderson Folkoff Provider of professional accounting services including tax planning and consulting, wealth management, and… 50Innovation top 20%Product top 32%Funding bottom 46%Global bottom 25% All 5 signals ▾Innovationtop 20% Producttop 32% Fundingbottom 46% Globalbottom 25% Techbottom 22% Innovation: 12 product lines Product: 12 distinct product lines · Company stage: Conventional Debt rank vs industry peers · Fliar Intelligence Index 50/100 | $2M | 23 mo ago | Funding Raised | — | 2014 | — | — | — | — |
| 42 | OpStart Provider of finance & accounting services 19Tech top 46%Talent bottom 49%Funding bottom 35%Global bottom 29% All 5 signals ▾Techtop 46% Talentbottom 49% Fundingbottom 35% Globalbottom 29% Marketbottom 24% Tech: 35 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 19/100 | $1M | 43 mo ago | Seed | 19 | 2020 | Paul Anthony Chief Executive Officer | — | — | — |
| 43 | Zenith Wealth Partners Provider of investment management and financial planning services 10Tech top 46%Talent bottom 45%Funding bottom 31%Global bottom 25% All 5 signals ▾Techtop 46% Talentbottom 45% Fundingbottom 31% Globalbottom 25% Marketbottom 16% Tech: 34 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 10/100 | $1M | 44 mo ago | Seed | — | 2019 | Jason Ray Founder & CEO | — | — | 1 internship · 1 award |
| 44 | Geminiesolutions Provider of energy audits and clean energy solutions for small commercial buildings 4Funding bottom 34%Global bottom 32%Market bottom 11% All 3 signals ▾Fundingbottom 34% Globalbottom 32% Marketbottom 11% Funding: Raised $1.0M · 1 rounds over 2 yrs (0.5/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 4/100 | $1M | 24 mo ago | Seed | 2 | — | — | — | — | — |
| 45 | Wychtax Provider of tax preparation, planning, and business consulting services 5Funding bottom 44%Global bottom 25%Market bottom 14% All 3 signals ▾Fundingbottom 44% Globalbottom 25% Marketbottom 14% Funding: Raised $962k across 1 rounds · 1 rounds over 2 yrs (0.5/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 5/100 | $962K | 22 mo ago | Funding Raised | 6 | — | — | — | — | — |
| 46 | Brontide Providing audit, review, employee benefit plan audit, accounting, and tax compliance services 11Talent top 35%Funding bottom 34%Tech bottom 32%Global bottom 25% All 5 signals ▾Talenttop 35% Fundingbottom 34% Techbottom 32% Globalbottom 25% Marketbottom 22% Talent: 3 named leaders on record Funding: Raised $800k across 1 rounds · 1 rounds over 3 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 11/100 | $800K | 29 mo ago | Seed | 11 11 → 14 (+27%) · sector median +10% | 2015 | Alec Ronin Co-Founder | — | — | — |
| 47 | Milestone Provider of HR consulting and outsourcing services 48News top 29%Patents top 30%Growth top 33%Innovation top 41% All 10 signals ▾Newstop 29% Patentstop 30% Growthtop 33% Innovationtop 41% Moattop 41% Techbottom 47% Marketbottom 39% Productbottom 39% Globalbottom 38% Fundingbottom 28% News: 9 BI events in 12 mo (of 46 tracked, 10 types) · +29% YoY Patents: 286 patents matched (strict assignee match) · 5 filings since 2022 vs 47 in 2017-21 rank vs industry peers · Fliar Intelligence Index 48/100 | $708K | 49 mo ago | Seed | 43 | 2020 | — | 9 signals ▲29% Leadership · Acquisition · Funding | 286 patents Wall‑mounted display and projector mounting hardware, adjustable arms, and screen supports | — |
| 48 | CANPALS INVESTMENTS Provider of investment and financial services 6Funding bottom 28%Global bottom 25% All 2 signals ▾Fundingbottom 28% Globalbottom 25% Funding: Raised $500k · 1 rounds over 4 yrs (0.2/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 6/100 | $500K | 44 mo ago | Seed | — | — | — | — | — | — |
| 49 | Canter Wealth Provider of banking & financial services 11Tech bottom 47%Talent bottom 45%Funding bottom 36%Global bottom 25% All 5 signals ▾Techbottom 47% Talentbottom 45% Fundingbottom 36% Globalbottom 25% Marketbottom 21% Tech: 25 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 11/100 | $300K | 12 mo ago | Seed | 13 13 → 13 (+0%) · sector median +10% | 2016 | Andrew Canter CEO | — | — | 1 award |
| 50 | Silicon Prairie Provider of financial services 10Talent bottom 49%Tech bottom 42%Funding bottom 39%Global bottom 32% All 5 signals ▾Talentbottom 49% Techbottom 42% Fundingbottom 39% Globalbottom 32% Marketbottom 16% Talent: 1 named leader on record · 1 C-suite/founder profile curated Tech: 22 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 10/100 | $276K | 4 mo ago | Seed | 10 | 2016 | David Duccini Founder & CEO | — | — | — |
Top 12 Finance & Accounting Services companies in United States
#1
Late Stage · Plano, Texas · founded 1991 · 1552 employees$317Mraised▾
Late Stage · Plano, Texas · founded 1991 · 1552 employees
Provider of tax consulting, software, and technology services. It provides an integrated suite of federal, state, local, and international tax services to clients across various industries. It offers a range of solutions, from tax strategy and compliance to dispute resolution and technology enabled tax services.
Fliar Intelligence Index™ 64how this company ranks against its industry peers
Funding
top 16%Tech
top 31%News
top 33%Growth
top 39%Product
top 41%Market
top 45%Funding: Raised $317M across 4 rounds · 4 rounds over 13 yrs (0.3/yr) · Last round PE (Jan 2026)
Tech: 52 technologies across 5/8 capability areas · Cloud: Cloudflare · Observability: Microsoft Clarity, Sentry
News: 10 BI events in 12 mo (of 82 tracked, 10 types) · +43% YoY · 9 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 86k LinkedIn followers — 9.0% of this cohort's audience
Funding rounds
- Jan 2026PE—
- May 2022PE—
- Oct 2018PE$317M
- Aug 2015Conventional Debt$300M
Founders & team
Investors
Prospect Capital, Goldman Sachs, Bank of America, Ares Management, Onex, ED
Tech stack
AngularjsApple Icloud MailCdnjsCloudflareCloudflare Bot ManagementCore-Js
#2
Early Stage · Trumbull, Connecticut · founded 1987$16Mraised▾
Early Stage · Trumbull, Connecticut · founded 1987
Financial administration firm that provides services to individuals and families. It offers a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, tax planning, compliance, and insurance reviews.
Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
top 32%Talent
bottom 49%Global
bottom 36%Funding: Raised $16.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Unattributed (Jan 2026)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Global: Single-market focus (United States)
Audience (LinkedIn): 1k LinkedIn followers
Funding rounds
- Jan 2026Unattributed$16M
Founders & team
Investors
Ten Coves Capital
#3
Series B · Palo Alto, California · founded 2010 · 11 employees$20Mraised▾
Series B · Palo Alto, California · founded 2010 · 11 employees
Provider of bookkeeping, audit risk, tax saving, and other accountant services
Fliar Intelligence Index™ 60how this company ranks against its industry peers
AI
top 20%Tech
top 25%Funding
top 33%Growth
top 35%Global
bottom 29%Market
bottom 28%AI: Classified as an AI company
Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services · Observability: Sentry
Funding: Raised $20.0M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Series B (Nov 2025)
Audience (LinkedIn): 6k LinkedIn followers
Funding rounds
- Nov 2025Series B$20M
- Oct 2021Seed—
Investors
Felicis Ventures, Google Ventures, General Catalyst, OpenAI Startup Fund, Creator Rising, Davidovs Venture Capital
Tech stack
Amazon AlbAmazon Web ServicesApple Icloud MailAstroCloudflareCloudflare Bot Management
#4
Series C · Wilmington, Delaware · founded 1988 · 708 employees$43.4Mraised▾
Series C · Wilmington, Delaware · founded 1988 · 708 employees
Provider of accounting and auditing services
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Growth
top 32%Funding
top 34%Tech
top 40%Market
top 47%Talent
bottom 49%News
bottom 32%Growth: Headcount 587 → 708 (+21%) across vintages · Fresh capital in last 24 mo
Funding: Raised $43.4M · 3 rounds over 9 yrs (0.3/yr) · Last round Series C (Mar 2025)
Tech: 35 technologies across 4/8 capability areas · Cloud: Cloudflare · Security: Cloudflare Bot Management, Hsts
Audience (LinkedIn): 23k LinkedIn followers — 2.4% of this cohort's audience
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Finance and accounting professionals
Founders & team
Tech stack
Apple Icloud MailCdnjsCloudflareCloudflare Bot ManagementCore-JsDocusign
#5
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
#6
Series A · Woodbury, Connecticut · founded 2021$8.7Mraised▾
Series A · Woodbury, Connecticut · founded 2021
Rivet is a tax prep firm focused on making the tax season less burdensome for individuals and corporations. Their services include corporate tax, personal taxes, R&D credits, and bookkeeping.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Funding
top 41%Talent
top 45%Tech
bottom 41%Global
bottom 33%Funding: Raised $8.7M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) · Last round Series A (Jul 2025)
Talent: 2 named leaders on record
Tech: 14 technologies across 3/8 capability areas · Cloud: Cloudflare · Security: Cloudflare Bot Management, Hsts
Audience (LinkedIn): 3k LinkedIn followers
Hiring (LinkedIn): 2 hiring posts in 12 mo (public) · momentum +2 · hiring: SDR, AE
Activity (LinkedIn): 3 partnerships (incl. Campfire) announced in 12 mo
Funding rounds
- Jul 2025Series A$5.1M
- Oct 2022Seed$2.5M
- Oct 2021Seed$1.1M
Founders & team
Investors
XYZ Venture Capital, Susa Ventures, Haystack
Tech stack
CalendlyCloudflareCloudflare Bot ManagementGoogle WorkspaceGsapHsts
#7
Acquired · Anchorage, Alaska · founded 1910 · 9433 employees$2.8Braised▾
Acquired · Anchorage, Alaska · founded 1910 · 9433 employees
Provider of business advisory, finance, and accounting services
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Tech
top 33%Market
top 35%Product
top 36%Funding
top 38%AI
top 45%Growth
bottom 49%Tech: 38 technologies across 5/8 capability areas · Cloud: Azure, Cloudflare · Security: Cloudflare Bot Management, Hsts
Market: 9,433 employees (top 7% of Finance & Accounting Services) · Top-1,000,000 web property
Product: 3 published apps (1 installs) · Company stage: Acquired
Audience (LinkedIn): 59k LinkedIn followers — 6.2% of this cohort's audience
Founders & team
Investors
Europa
Tech stack
Apple Icloud MailAzureCloudflareCloudflare Bot ManagementCore-JsDivi
#8
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
#9
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
#10
Seed · Crofton, Maryland · founded 2021 · 10 employees$2.6Mraised▾
Seed · Crofton, Maryland · founded 2021 · 10 employees
Provider of accounting, payroll & time tracking services
Fliar Intelligence Index™ 11how this company ranks against its industry peers
Funding
top 49%Talent
bottom 49%Global
bottom 30%Market
bottom 18%Funding: Raised $2.6M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) · Last round Seed (Jun 2025)
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Global: Single-market focus (United States)
Audience (LinkedIn): 3k LinkedIn followers
Activity (LinkedIn): 2 product launches · 3 partnerships (incl. Dapt + ADP) announced in 12 mo
Funding rounds
- Jun 2025Seed$1.6M
- Dec 2023Seed$1M
- Dec 2022Seed$1.6M
- Feb 2021Seed$19.5K
Founders & team
#11
Seed · Saint Paul, Minnesota · founded 2016 · 10 employees$276Kraised▾
Seed · Saint Paul, Minnesota · founded 2016 · 10 employees
Provider of financial services
Fliar Intelligence Index™ 10how this company ranks against its industry peers
Talent
bottom 49%Tech
bottom 42%Funding
bottom 39%Global
bottom 32%Market
bottom 16%Talent: 1 named leader on record · 1 C-suite/founder profile curated
Tech: 22 technologies across 3/8 capability areas · Cloud: Cloudflare · Security: Hsts
Funding: Raised $276k across 2 rounds · 2 rounds over 8 yrs (0.2/yr) · Last round Seed (Feb 2026)
Funding rounds
- Feb 2026Seed$20K
- Feb 2018Seed$256K
Founders & team
Investors
Johnson Venture Partners
Tech stack
BootstrapCloudflareGoogle AnalyticsGoogle Font ApiGoogle Tag ManagerGsap
#12
Series B · Tampa, Florida · founded 2002 · 166 employees$24.3Mraised▾
Series B · Tampa, Florida · founded 2002 · 166 employees
HSP provides cloud-based accounting software for businesses. Its solutions include HSP Overseas Direct, an integrated service bundle which incorporates all required recurring services, including international payroll, expense reimbursement, cash management, vendor payments, bookkeeping, quarterly & annual tax filings and local statutory compliance; and HSP OverseasConnect, a cloud-based application for the aggregation and management of accounting, finance, HR and legal requirements across multiple geographies and lifecycles.
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Tech
top 27%Talent
top 28%Funding
top 32%Product
top 34%Growth
top 37%Market
bottom 48%Tech: 55 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Devops: Envoy
Talent: 3 named leaders on record · 3 C-suite/founder profiles curated
Funding: Raised $24.3M across 3 rounds · 3 rounds over 6 yrs (0.5/yr) · Last round Series B (Oct 2024)
Audience (LinkedIn): 22k LinkedIn followers — 2.3% of this cohort's audience
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Senior GSA - Tax & Accounting
Funding rounds
- Oct 2024Series B$8.3M
- Nov 2022Series B$14M
- Nov 2020Series A$2M
Founders & team
Investors
ABS Capital, Baird Capital
Tech stack
CloudflareCloudflare Bot ManagementCore-JsDraftpress HfcmElementorEnvoy
Funding & investor landscape
$6.2Btotal disclosed funding
80companies funded
103disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Chris Collis
Co-Founder · Ryan
John Carey
CEO · Aquilance
Robert L Siegfried
Founder & CEO · Siegfried Group
John Clendening
Co-Founder & CEO · Earned Wealth
Alexandra Garabedian
Co-Founder & CPO · Earned Wealth
Nick Abouzeid
Co-Founder & CEO · Rivet
Kyle Christenson
Cofounder & Head of Tax · Rivet
Jonathan Marks
Partner · BDO
Rico Andersen
Co-Founder & CEO · Ageras
Martin Hegelund
Co-Founder & Chief Growth Officer · Ageras
Urvish Parikh
Co-Founder/CTO · Nirvana Health
Kelvin Chan
Co-Founder & CEO · Nirvana Health
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 papers signaling rapid novel discovery.
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 research exploded from 2 to 74 papers, reflecting intensifying 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 cryptocurrency papers rose from 1 to 17, while Big data and Financial market risks newly emerged as watchpoints.
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 United States?
Radar tracks 5014 indexable Finance & Accounting Services companies headquartered in United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in United States?
The Finance & Accounting Services companies in United States on this list have raised a combined $6.2B in disclosed equity funding across 80 funded companies.
Which is the highest-funded Finance & Accounting Services company in United States?
BDO is the highest-funded Finance & Accounting Services company in United States, with $2.8B in disclosed equity funding.
How many Finance & Accounting Services companies in United States are funded?
80 of the 5014 Finance & Accounting Services companies in United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in United States?
1 Finance & Accounting Services company in United States on this list is valued at $1B or more.
Who are the top investors in United States Finance & Accounting Services companies?
The most active investors in United States Finance & Accounting Services companies on this list include Europa, Hud Exchange, Flexpoint Ford, Lovell Minnick Partners, Mayfield.
Riya SenguptaFinancials
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.