Company lists · Data refreshed September 2026

Top 25 Accounting software companies for private equity firms based in the United States

RevenueBase identified 91 accounting software companies for private equity firms headquartered in the United States as of September 2026 and tracks 2,776 professional contacts across them, including 1,721 with verified work emails. New York is the largest hub.

This list covers accounting software companies for private equity firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
91Companies
2,776Contacts tracked
1,721Verified emails
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The 25 largest accounting software companies for private equity firms based in the United States

Ranked by team size
Top 25 of 91 accounting software companies for private equity firms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting software companies for private equity firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 20261,001-5,0001,966 contacts →

Partial evidence

“Carta powers interconnectivity in private markets, uniting data, people, and workflows in one connected system.”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-20084 contacts →

Strong evidence

“AI-native accounting software, that works for you!”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20069 contacts →

Partial evidence

“Named to the 2026 Forbes Fintech 50, Maybern is the system of record for private funds.”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidencePetaluma, CA, United StatesHQ checked Sep 27, 202611-5047 contacts →

Strong evidence

“AccountMate Software Corporation Founded in 1984, AccountMate develops and markets fully modifiable business accounting software.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceNorwalk, CT, United StatesHQ checked Sep 27, 2026n/a31 contacts →

Strong evidence

“With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceBillerica, MA, United StatesHQ checked Sep 27, 202611-5028 contacts →

Partial evidence

“AccountTECH helps real estate brokerages simplify accounting, automate commission management, improve profitability, and gain financial visibility through real estate accounting…”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceRed Wing, MN, United StatesHQ checked Sep 27, 202611-5025 contacts →

Strong evidence

“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202611-5025 contacts →

Partial evidence

“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceFargo, ND, United StatesHQ checked Sep 27, 202611-5024 contacts →

Strong evidence

“A subsidiary of Cultura Technologies, Red River Software provides the development and support of operations and accounting software for specialized industries including…”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceMonroe, LA, United StatesHQ checked Sep 27, 202611-5021 contacts →

Strong evidence

“AIMS offers money-saving accounting software for wholesale petroleum distributors.”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceEbensburg, PA, United StatesHQ checked Sep 27, 202611-5021 contacts →

Strong evidence

“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNew York City, NY, United StatesHQ checked Sep 27, 202611-5021 contacts →

Indirect evidence

“Family offices, managing $2.5 trillion in US assets, aren't just about numbers-they're custodians of iconic family legacies.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceJanesville, WI, United StatesHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceColumbia, MD, United StatesHQ checked Sep 27, 202611-5016 contacts →

Strong evidence

“PROCAS Accounting Software for Government Contractors.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidencePort Charlotte, OR, United StatesHQ checked Sep 27, 202611-5015 contacts →

Partial evidence

“Outsourced Accounting Services provides client-focused services to address all of your firms accounting needs.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5015 contacts →

Strong evidence

“Private equity firm focused on making control investments in application software”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceCarmel, IN, United StatesHQ checked Sep 27, 202611-5015 contacts →

Strong evidence

“Investment partnership accounting consultants for family offices, hedge funds, and private equity funds Specialized experts in family office operations efficiency enhancements and…”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“We build apps for our accounting firm to close the books continuously, and now you can use those apps too.”

Source: RevenueBase Database · checked Sep 27, 2026
19Strong evidenceNew York, United StatesHQ checked Sep 27, 202611-5011 contacts →

Strong evidence

“Avise is modern accounting software that solves for QuickBooks limitations, that accountants love using, and that businesses can scale on (avoiding an ERP implementation).”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 27, 20261-1011 contacts →

Strong evidence

“Topo Advisors is a full-service finance and accounting firm for early-stage, venture-backed software and services companies.”

Source: RevenueBase Database · checked Sep 27, 2026
21Indirect evidenceTraverse City, MI, United StatesHQ checked Sep 27, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202611-509 contacts →

Partial evidence

“AcctZen LLC is a leading financial services company transforming how businesses manage their accounting needs.”

Source: RevenueBase Database · checked Sep 27, 2026
23Strong evidenceDE, United StatesHQ checked Sep 27, 20261-105 contacts →

Strong evidence

“Stop using accounting software made for accountants and use software that was created for you.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceArlington, TX, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“First Rate Vantage, a division of First Rate, Inc, is positioned to meet the unique needs of GPs and LPs alike.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceChicago, IL, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“Groundbreaker is an all-in-one suite of tools for small to medium-sized commercial real estate investment firms that raise outside capital.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 91 accounting software companies for private equity firms based in the United States

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Accounting software companies for private equity firms based in the United States at a glance

As of Sep 27, 2026
62.0%Verified-email coverage
30.5Average contacts per company
11-50Median size (employees)
7.7%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
43
11-50
35
51-200
8
201-500
1
1,001-5,000
2
5,001-10,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 91 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting software companies for private equity firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “accounting software companies for private equity firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting software companies for private equity firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among accounting software companies for private equity firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,721 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting software companies for private equity firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting software companies for private equity firms are there based in the United States?

RevenueBase identified 91 accounting software companies for private equity firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CARTA, headquartered in San Francisco, tops this list with the largest team on record.

Which city has the most accounting software companies for private equity firms?

New York leads with 7 headquartered companies, followed by San Francisco (5) and Houston (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,721 verified decision-maker contacts tracked across these 91 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.