Company lists · Data refreshed September 2026

Top 25 Back office support for financial services based in the United States

RevenueBase identified 295 back office support for financial services headquartered in the United States as of September 2026 and tracks 9,179 professional contacts across them, including 927 with verified work emails. New York is the largest hub.

This list covers back office support for financial services 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 16, 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 16, 2026 86% judged on-target in blind review
295Companies
9,179Contacts tracked
927Verified emails
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The 25 largest back office support for financial services based in the United States

Ranked by team size
Top 25 of 295 back office support for financial services based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to back office support for financial services: 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 evidenceKansas City, MO, United StatesHQ checked Sep 16, 202610001+759 contacts →

Partial evidence

“SS & C Technologies has acquired Boston Financial Data Services (BFDS).”

Source: RevenueBase Database · checked Sep 16, 2026
2Strong evidenceBoca Raton, FL, United StatesHQ checked Sep 16, 2026501-1,000496 contacts →

Strong evidence

“Crane Consulting & Outsourcing (CCO) is a global provider of back-office support services to a myriad of financial service organizations.”

Source: RevenueBase Database · checked Sep 16, 2026
3Indirect evidenceDover, DE, United StatesHQ checked Sep 16, 2026201-500447 contacts →

Indirect evidence

“Velan Info Services is a leading multidisciplinary service provider with its clients across the globe.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceElgin, IL, United StatesHQ checked Sep 16, 2026501-1,000239 contacts →

Indirect evidence

“In 1994, three friends, Mark Johnson, Phil Stewart, and Rex Johnson shared a vision.”

Source: RevenueBase Database · checked Sep 16, 2026
5Indirect evidenceKing Of Prussia, PA, United StatesHQ checked Sep 16, 202611-5079 contacts →

Indirect evidence

“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.”

Source: RevenueBase Database · checked Sep 16, 2026
6Indirect evidenceTustin, CA, United StatesHQ checked Sep 16, 202651-20077 contacts →

Indirect evidence

“We are on a mission to build world class organization filled with professionals and eager to contribute at a high level no matter what their passion is.”

Source: RevenueBase Database · checked Sep 16, 2026
7Strong evidenceWilmington, DE, United StatesHQ checked Sep 16, 202651-20066 contacts →

Strong evidence

“We’re financial and back office experts who understand that every business is unique.”

Source: RevenueBase Database · checked Sep 16, 2026
8Partial evidenceBeverly Hills, CA, United StatesHQ checked Sep 16, 202651-20046 contacts →

Partial evidence

“Northstar is a fully-integrated financial services partner focused exclusively on growing business.”

Source: RevenueBase Database · checked Sep 16, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 16, 202651-20043 contacts →

Strong evidence

“NexFirm provides outsourced back office services to small and midsized law firms.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 16, 202611-5037 contacts →

Indirect evidence

“Finvisor is the finance partner for founders who are building something real.”

Source: RevenueBase Database · checked Sep 16, 2026
11Strong evidenceColumbus, OH, United StatesHQ checked Sep 16, 202651-20036 contacts →

Strong evidence

“Fortuity specializes in high-quality customer support and back-office solutions built for healthcare, insurance, and financial services.”

Source: RevenueBase Database · checked Sep 16, 2026
12Strong evidenceOrlando, FL, United StatesHQ checked Sep 16, 202611-5030 contacts →

Strong evidence

“Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team.”

Source: RevenueBase Database · checked Sep 16, 2026
13Strong evidenceLancaster, PA, United StatesHQ checked Sep 16, 202611-5028 contacts →

Strong evidence

“We are experts at powering insurance back office, and we are here to build you a solid foundation on which to manage your traditional & alternative insurance programs.”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceDallas, TX, United StatesHQ checked Sep 16, 202611-5027 contacts →

Partial evidence

“Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…”

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceBallwin, MO, United StatesHQ checked Sep 16, 202611-5025 contacts →

Partial evidence

“Serving independent financial advisors since 1988.”

Source: RevenueBase Database · checked Sep 16, 2026
16Indirect evidenceWyalusing, PA, United StatesHQ checked Sep 16, 202611-5021 contacts →

Indirect evidence

“Mutual Capital Solutions, a member of the Mutual Capital Group family of companies, is a cost-effective, end-to-end solutions provider offering flexible services and experienced…”

Source: RevenueBase Database · checked Sep 16, 2026
17Strong evidenceHouston, TX, United StatesHQ checked Sep 16, 202611-5021 contacts →

Strong evidence

“Imperial provides outsourced back-office accounting services for many types of businesses: high-growth businesses, distressed, M&A situations, and turnarounds.”

Source: RevenueBase Database · checked Sep 16, 2026
18Indirect evidenceLewisville, TX, United StatesHQ checked Sep 16, 2026201-50021 contacts →

Indirect evidence

“Welcome to Blue Lynx Media Blue Lynx Media LLC, a subsidiary of Tribune Publishing Company, is a shared service center in Lewisville, Texas.”

Source: RevenueBase Database · checked Sep 16, 2026
19Strong evidenceJacksonville, FL, United StatesHQ checked Sep 16, 202611-5019 contacts →

Strong evidence

“RallyX delivers back office solutions such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting.”

Source: RevenueBase Database · checked Sep 16, 2026
20Strong evidenceGlendale, CA, United StatesHQ checked Sep 16, 202611-5019 contacts →

Strong evidence

“We do more than deliver back-office support – we engineer clarity, efficiency, and growth for insurance agencies nationwide.”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceAllen, TX, United StatesHQ checked Sep 16, 202651-20019 contacts →

Indirect evidence

“As the saying goes, nothing happens until a sale is made.”

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceOntario, CA, United StatesHQ checked Sep 16, 202611-5018 contacts →

Indirect evidence

“Plexcity empowers organizations with strategic advantages through collaboration and shared expertise.”

Source: RevenueBase Database · checked Sep 16, 2026
23Indirect evidenceLancaster, PA, United StatesHQ checked Sep 16, 202611-5018 contacts →

Indirect evidence

“From attracting and serving high net worth clients to increasing client satisfaction and firm revenue-adding and growing insurance sales is a common goal among successful…”

Source: RevenueBase Database · checked Sep 16, 2026
24Indirect evidenceSouth Bend, IN, United StatesHQ checked Sep 16, 202611-5017 contacts →

Indirect evidence

“Entrepreneurs and executives need to focus their limited time on what matters most.”

Source: RevenueBase Database · checked Sep 16, 2026
25Strong evidenceOlathe, KS, United StatesHQ checked Sep 16, 202611-5017 contacts →

Strong evidence

“Fortiviti provides outsourced accounting and back office solutions to entrepreneurs and progressive companies in a variety of industries.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 25 of 295 back office support for financial services based in the United States

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Back office support for financial services based in the United States at a glance

As of Sep 16, 2026
10.1%Verified-email coverage
31.1Average contacts per company
1-10Median size (employees)
4.4%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
164
11-50
89
51-200
29
201-500
8
501-1,000
4
10001+
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 295 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 back office support for financial services, 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 “back office support for financial services”. 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 back office support for financial services), 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 back office support for financial services, 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, 927 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 16, 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 back office support for financial services, 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 back office support for financial services are there based in the United States?

RevenueBase identified 295 back office support for financial services 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?

Boston Financial Data Services, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most back office support for financial services?

New York leads with 13 headquartered companies, followed by Houston (10) and Austin (8).

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 927 verified decision-maker contacts tracked across these 295 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 16, 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.