5014 indexable Finance & Accounting Services companies headquartered in United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $6.2B across 80 funded companies, including 1 unicorn.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Ryan
Provider of tax consulting, software, and technology services |
$317M | — | Late Stage | PE Jan 2026 | 1,552 | 1991 | ↑ Active |
| 2 |
Aquilance
Financial administration firm that provides services to individuals and families |
$16M | — | Early Stage | Unattributed Jan 2026 | — | 1987 | ↑ Active |
| 3 |
Kick
Provider of bookkeeping, audit risk, tax saving, and other accountant services |
$20M | — | Series B | Series B Nov 2025 | 11 | 2010 | ↑ Active |
| 4 |
Siegfried Group
Provider of accounting and auditing services |
$43.4M | — | Series C | Series C Mar 2025 | 708 | 1988 | ↑ Active |
| 5 |
Earned Wealth
Provider of wealth and tax advisory solutions for doctors and healthcare professionals |
$212M | — | Series B | Series B Jul 2024 | — | 2021 | ↑ Active |
| 6 |
Rivet
Tax prep firm that makes tax season less taxing by offering corporate and personal tax services, R&D credits, and bookkeeping |
$8.7M | — | Series A | Series A Jul 2025 | — | 2021 | ↑ Active |
| 7 |
BDO
Provider of business advisory, finance, and accounting services |
$2.8B | — | Acquired | Unattributed Aug 2023 | 9,433 | 1910 | — |
| 8 |
Ageras
Provider of financial management tools for small businesses and freelancers |
$227.6M | $249.4M as of 2022 |
Acquired | Series D Apr 2024 | 16 | 2012 | — |
| 9 |
Nirvana Health
Provider of billing services |
$35.9M | — | Series A | Series A Sep 2024 | 47 | 2019 | ↑ Active |
| 10 |
Dapt
Provider of accounting, payroll & time tracking services |
$2.6M | — | Seed | Seed Jun 2025 | 10 | 2021 | ↑ Active |
| 11 |
Silicon Prairie
Provider of financial services |
$276K | — | Seed | Seed Feb 2026 | 10 | 2016 | ↑ Active |
| 12 |
HSP Group
Cloud-based accounting software for businesses |
$24.3M | — | Series B | Series B Oct 2024 | 166 | 2002 | ↑ Active |
| 13 |
Sagent Management
Provider of financial and tax services |
$16.6M | — | Series B | Series B Jun 2024 | — | 2004 | ↑ Active |
| 14 |
Platform Accounting Group
Provider of accounting services |
$89M | — | Series B | Series B Dec 2023 | 43 | 2018 | — |
| 15 |
Canter Wealth
Provider of banking & financial services |
$300K | — | Seed | Seed Jun 2025 | 13 | 2016 | ↑ Active |
| 16 |
Arvo Tech
Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax credits |
$2.5M | — | Series A | Series A Jul 2024 | — | 2014 | ↑ Active |
| 17 |
Andersen
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients |
$11.2M | — | Public | Series B Apr 2024 | 14,000 | 2002 | — |
| 18 |
Kestra
Provider of business consulting, technology, and wealth advisory services |
$500M | — | Acquired | Conventional Debt Jun 2019 | 630 | 2014 | — |
| 19 |
Anderson Folkoff
Provider of professional accounting services including tax planning and consulting, wealth management, and fiduciary & trust returns |
$1.6M | — | Funding Raised | Conventional Debt Jul 2024 | — | 2014 | ↑ Active |
| 20 |
Wychtax
Provider of tax preparation, planning, and business consulting services |
$962.5K | — | Funding Raised | Conventional Debt Jul 2024 | 6 | — | ↑ Active |
| 21 |
SquareTwo Financial
Provider of services related to purchasing and managing consumer debt |
$475M | — | Acquired | Conventional Debt Jun 2010 | 44 | 1994 | — |
| 22 |
H&R Block
Chains providing tax preparation, financial product, and small business services |
$350M | — | Public | PE | 4,000 | 1955 | — |
| 23 |
CFGI
Unicorn Provider of accounting and business advisory services |
$73M | $1.9B as of 2021 |
Acquired | Series D Sep 2021 | 993 | 2000 | — |
| 24 |
Westlake Financial
Provider of financial services |
$249.6M | — | Series D | Series D Feb 2013 | 1,736 | 1978 | — |
| 25 |
MainStreet
Online tax credits claim services for startups |
$60M | — | Acquired | Series A Mar 2021 | 145 | 2002 | — |
| 26 |
CV Holdings
Financial holding firm |
$140M | — | Funding Raised | Conventional Debt | 29,300 | 2005 | — |
| 27 |
CBIZ
Provider of accounting, payroll, tax, and advisory services |
$130M | — | Public | Post IPO Oct 2010 | 5,252 | 1987 | — |
| 28 |
Geminiesolutions
Provider of energy audits and clean energy solutions for small commercial buildings |
$1M | — | Seed | Seed Jun 2024 | 2 | — | — |
| 29 |
Falcon Holdings Management
Exclusive distributor of Tata Tiscon steel products |
$40M | — | Acquired | Series C Jan 2021 | 20 | 1999 | — |
| 30 |
Enverto Investment Group
Provider of financial services |
$100M | — | Deadpooled | Conventional Debt Sep 2014 | 7 | 2013 | — |
| 31 |
Foss & Company
Provider of tax and financial services |
$16.6M | — | Series B | Series B Feb 2022 | 49 | 1983 | — |
| 32 |
Three Shores Bancorporation
Bank holding firm |
$61M | — | Acquired | Series D Jan 2014 | — | 2009 | — |
| 33 |
V3 Energy and Technology
Provider of financial services |
$50M | — | Series A | Conventional Debt Nov 2017 | 13 | 2016 | — |
| 34 |
Quisitive
Provider of IT consulting and digital transformation services |
$18.4M | — | Acquired | Post IPO Mar 2021 | 665 | 2016 | — |
| 35 |
Brontide
Providing audit, review, employee benefit plan audit, accounting, and tax compliance services |
$800K | — | Seed | Seed Dec 2023 | 11 | 2015 | — |
| 36 |
KevCo
Tax related services |
$37M | — | Series B | Jul 1999 | — | 1995 | — |
| 37 |
Lone Oak Payroll
Provider of payroll funding solutions |
$17M | — | Funding Raised | Conventional Debt May 2018 | 30 | 2017 | — |
| 38 |
True Partners
Provider of tax consulting services |
$20M | — | Acquired | Series B Nov 2005 | 133 | 2005 | — |
| 39 |
NFC Investments
Provider of investment & portfolio management and financial advisory services |
$7.6M | — | Series A | Series A Sep 2020 | — | 2004 | — |
| 40 |
Woodall Group
Provider of government contracting, accounting, audit and business consulting services |
$5.8M | — | Series A | Series A Feb 2021 | — | 2004 | — |
| 41 |
cMoney
Provider of financial services |
$15M | — | Deadpooled | Unattributed Mar 2010 | 1 | 2010 | — |
| 42 |
BookKeeping Express
Accounting service for SMBs |
$13.1M | — | Series A | Series A Mar 2015 | 29 | 1984 | — |
| 43 |
Vemanti Group
Provider of IT service suite solutions and blockchain services |
$5M | — | Public | Post IPO Dec 2020 | 2 | 2013 | — |
| 44 |
OpStart
Provider of finance & accounting services |
$1.3M | — | Seed | Seed Oct 2022 | 19 | 2020 | — |
| 45 |
M3EG SS1
Provider of taxation services |
$1.8M | — | Seed | Seed Jun 2022 | — | 2022 | — |
| 46 |
Zenith Wealth Partners
Provider of investment management and financial planning services |
$1.2M | — | Seed | Seed Oct 2022 | — | 2019 | — |
| 47 |
LifeQuest Services
Provider of audit, billing and account collection services |
$6.6M | — | Acquired | Jan 2013 | 30 | 1992 | — |
| 48 |
Milestone
Provider of HR consulting and outsourcing services |
$707.6K | — | Seed | Seed May 2022 | 43 | 2020 | — |
| 49 |
CPA Corporation
Provider of tax planning, preparation, and business advisory services for businesses and nonprofits |
$3.2M | — | Late Stage | Post IPO Jan 2019 | 25 | 2001 | — |
| 50 |
CANPALS INVESTMENTS
Provider of investment and financial services |
$500K | — | Seed | Sep 2022 | — | — | — |
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.
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.
Provider of bookkeeping, audit risk, tax saving, and other accountant services
Provider of accounting and auditing services
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.
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.
Provider of business advisory, finance, and accounting services
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.
Provider of billing services
Provider of accounting, payroll & time tracking services
Provider of financial services
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 aggregatio
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.
