Company lists · Data refreshed September 2026
Top 25 Back office support for financial services based in the United States
RevenueBase identified 295 company matches for back office support for financial services associated with 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 company matches for back office support for financial services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest back office support for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 759 contacts → | ||||
Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 496 contacts → | ||||
Exact match “Crane Consulting & Outsourcing (CCO) is a global provider of back-office support services to a myriad of financial service organizations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 447 contacts → | ||||
Exact match “Velan Info Services is a leading multidisciplinary service provider with its clients across the globe.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 239 contacts → | ||||
Exact match “In 1994, three friends, Mark Johnson, Phil Stewart, and Rex Johnson shared a vision.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 79 contacts → | ||||
Exact match “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 77 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 66 contacts → | ||||
Exact match “We’re financial and back office experts who understand that every business is unique.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 46 contacts → | ||||
Exact match “Northstar is a fully-integrated financial services partner focused exclusively on growing business.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “NexFirm provides outsourced back office services to small and midsized law firms.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 37 contacts → | ||||
Exact match “Finvisor is the finance partner for founders who are building something real.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 36 contacts → | ||||
Exact match “Fortuity specializes in high-quality customer support and back-office solutions built for healthcare, insurance, and financial services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 30 contacts → | ||||
Exact match “Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “Serving independent financial advisors since 1988.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “Imperial provides outsourced back-office accounting services for many types of businesses: high-growth businesses, distressed, M&A situations, and turnarounds.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “Welcome to Blue Lynx Media Blue Lynx Media LLC, a subsidiary of Tribune Publishing Company, is a shared service center in Lewisville, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “RallyX delivers back office solutions such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 19 contacts → | ||||
Exact match “We do more than deliver back-office support – we engineer clarity, efficiency, and growth for insurance agencies nationwide.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “As the saying goes, nothing happens until a sale is made.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Plexcity empowers organizations with strategic advantages through collaboration and shared expertise.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 18 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 17 contacts → | ||||
Exact match “Entrepreneurs and executives need to focus their limited time on what matters most.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 17 contacts → | ||||
Exact match “Fortiviti provides outsourced accounting and back office solutions to entrepreneurs and progressive companies in a variety of industries.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “back office support for financial services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 295 back office support for financial services based in the United States
See the full list, filter by size, metro and specialty, and access 927 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Back office support for financial services based in the United States at a glance
As of Sep 16, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “back office support for financial services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 927 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “back office support for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many back office support for financial services are there based in the United States?
RevenueBase identified 295 company matches for back office support for financial services associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Boston Financial Data Services tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most back office support for financial services?
New York leads with 13 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 927 professional contacts with verified work emails tracked across these 295 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 295 back office support for financial services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Back office support for financial services by geography
- Back office support for financial services based in Australia
- Back office support for financial services based in Brazil
- Back office support for financial services based in France
- Back office support for financial services based in India
- Back office support for financial services based in the Netherlands
- Back office support for financial services based in the Philippines
- Back office support for financial services based in the United Kingdom
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Back office support for financial services based in Australia
- Back office support for financial services based in Brazil
- Back office support for financial services based in France
- Back office support for financial services based in India
- Back office support for financial services based in the Netherlands
- Back office support for financial services based in the Philippines
Company intelligence · public preview
Top 25 back office support for financial services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 295 matching company records for back office support for financial services based in the United States, with 9,179 tracked contacts and 927 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 back office support for financial services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Boston Financial Data Servicesdstsystems.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Crane Consulting And Outsourcingccobusinessconsulting.comHQ: Boca Raton, FL, United StatesReported employees: 501-1,000 | Boca Raton, FL, United States | 501-1,000 | Exact match | 496 contacts → |
“Crane Consulting & Outsourcing (CCO) is a global provider of back-office support services to a myriad of financial service organizations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Velan Info Servicesvelaninfo.comHQ: Dover, DE, United StatesReported employees: 201-500 | Dover, DE, United States | 201-500 | Exact match | 447 contacts → |
“Velan Info Services is a leading multidisciplinary service provider with its clients across the globe.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LSI Lending Solutions, INCbelivelsi.com HQ: Elgin, IL, United StatesReported employees: 501-1,000 | Elgin, IL, United States | 501-1,000 | Exact match | 239 contacts → |
“In 1994, three friends, Mark Johnson, Phil Stewart, and Rex Johnson shared a vision.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cssi Solutionscssisolutions.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Omni Channel Solutionsomnichannelsol.com HQ: Tustin, CA, United StatesReported employees: 51-200 | Tustin, CA, United States | 51-200 | Exact match | 77 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Breakwater Accounting Advisory Corpbreakwatercorp.comHQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 66 contacts → |
“We’re financial and back office experts who understand that every business is unique.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Northstar Financial Consulting Groupnstarfinance.comHQ: Beverly Hills, CA, United StatesReported employees: 51-200 | Beverly Hills, CA, United States | 51-200 | Exact match | 46 contacts → |
“Northstar is a fully-integrated financial services partner focused exclusively on growing business.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nexfirmnexfirm.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 43 contacts → |
“NexFirm provides outsourced back office services to small and midsized law firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Finvisorfinvisor.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“Finvisor is the finance partner for founders who are building something real.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fortuityfortuity.com HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 36 contacts → |
“Fortuity specializes in high-quality customer support and back-office solutions built for healthcare, insurance, and financial services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Round Table Resource Grouproundtablerg.comHQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 30 contacts → |
“Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cornerstone Operations Group, LLCcornerstoneoperations.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 28 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Skyview Groupskyviewgroup.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 27 contacts → |
“Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cutter & Company, INCcutterco.com HQ: Ballwin, MO, United StatesReported employees: 11-50 | Ballwin, MO, United States | 11-50 | Exact match | 25 contacts → |
“Serving independent financial advisors since 1988.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mutual Capital Solutions, INCmutualcapitalservices.com HQ: Wyalusing, PA, United StatesReported employees: 11-50 | Wyalusing, PA, United States | 11-50 | Exact match | 21 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Imperialimperial-texas.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 21 contacts → |
“Imperial provides outsourced back-office accounting services for many types of businesses: high-growth businesses, distressed, M&A situations, and turnarounds.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Blue Lynx Mediatribpub.comHQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 21 contacts → |
“Welcome to Blue Lynx Media Blue Lynx Media LLC, a subsidiary of Tribune Publishing Company, is a shared service center in Lewisville, Texas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rallyx, INCteamrallyx.comHQ: Jacksonville, FL, United StatesReported employees: 11-50 | Jacksonville, FL, United States | 11-50 | Exact match | 19 contacts → |
“RallyX delivers back office solutions such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Linchpinlinchpininsurtech.com HQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 19 contacts → |
“We do more than deliver back-office support – we engineer clarity, efficiency, and growth for insurance agencies nationwide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BE Fulfilled Systemsbefulfilledsystems.com HQ: Allen, TX, United StatesReported employees: 51-200 | Allen, TX, United States | 51-200 | Exact match | 19 contacts → |
“As the saying goes, nothing happens until a sale is made.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Plexcityplexcity.org HQ: Ontario, CA, United StatesReported employees: 11-50 | Ontario, CA, United States | 11-50 | Exact match | 18 contacts → |
“Plexcity empowers organizations with strategic advantages through collaboration and shared expertise.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | KBM Consulting, LLCkbmconsultingllc.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Opstartopstart.co HQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 17 contacts → |
“Entrepreneurs and executives need to focus their limited time on what matters most.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fortivitifortiviti.com HQ: Olathe, KS, United StatesReported employees: 11-50 | Olathe, KS, United States | 11-50 | Exact match | 17 contacts → |
“Fortiviti provides outsourced accounting and back office solutions to entrepreneurs and progressive companies in a variety of industries.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 295 company matches
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Back office support for financial services: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
295 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for back office support for financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many back office support for financial services did RevenueBase find based in the United States?
The saved snapshot records 295 matching company records, 9,179 tracked contacts and 927 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Back office support for financial services by geography
- Back office support for financial services based in Australia
- Back office support for financial services based in Brazil
- Back office support for financial services based in France
- Back office support for financial services based in India
- Back office support for financial services based in the Netherlands
- Back office support for financial services based in the Philippines
- Back office support for financial services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 back office support for financial services based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/back-office-support-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Back office support for financial services based in Australia
- Back office support for financial services based in Brazil
- Back office support for financial services based in France
- Back office support for financial services based in India
- Back office support for financial services based in the Netherlands
- Back office support for financial services based in the Philippines
Company intelligence · public preview
Top 25 back office support for financial services based in the United States
RevenueBase records 295 matching company records for back office support for financial services based in the United States, with 9,179 tracked contacts and 927 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 16, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 back office support for financial services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Boston Financial Data Servicesdstsystems.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 759 contacts → |
“SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Crane Consulting And Outsourcingccobusinessconsulting.com HQ: Boca Raton, FL, United StatesReported employees: 501-1,000 | Boca Raton, FL, United States | 501-1,000 | Exact match | 496 contacts → |
“Crane Consulting & Outsourcing (CCO) is a global provider of back-office support services to a myriad of financial service organizations.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Velan Info Servicesvelaninfo.com HQ: Dover, DE, United StatesReported employees: 201-500 | Dover, DE, United States | 201-500 | Exact match | 447 contacts → |
“Velan Info Services is a leading multidisciplinary service provider with its clients across the globe.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LSI Lending Solutions, INCbelivelsi.com HQ: Elgin, IL, United StatesReported employees: 501-1,000 | Elgin, IL, United States | 501-1,000 | Exact match | 239 contacts → |
“In 1994, three friends, Mark Johnson, Phil Stewart, and Rex Johnson shared a vision.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cssi Solutionscssisolutions.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Omni Channel Solutionsomnichannelsol.com HQ: Tustin, CA, United StatesReported employees: 51-200 | Tustin, CA, United States | 51-200 | Exact match | 77 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Breakwater Accounting Advisory Corpbreakwatercorp.com HQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 66 contacts → |
“We’re financial and back office experts who understand that every business is unique.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Northstar Financial Consulting Groupnstarfinance.com HQ: Beverly Hills, CA, United StatesReported employees: 51-200 | Beverly Hills, CA, United States | 51-200 | Exact match | 46 contacts → |
“Northstar is a fully-integrated financial services partner focused exclusively on growing business.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nexfirmnexfirm.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 43 contacts → |
“NexFirm provides outsourced back office services to small and midsized law firms.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finvisorfinvisor.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 37 contacts → |
“Finvisor is the finance partner for founders who are building something real.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fortuityfortuity.com HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 36 contacts → |
“Fortuity specializes in high-quality customer support and back-office solutions built for healthcare, insurance, and financial services.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Round Table Resource Grouproundtablerg.com HQ: Orlando, FL, United StatesReported employees: 11-50 | Orlando, FL, United States | 11-50 | Exact match | 30 contacts → |
“Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cornerstone Operations Group, LLCcornerstoneoperations.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 28 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Skyview Groupskyviewgroup.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 27 contacts → |
“Skyview Group, Inc.("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cutter & Company, INCcutterco.com HQ: Ballwin, MO, United StatesReported employees: 11-50 | Ballwin, MO, United States | 11-50 | Exact match | 25 contacts → |
“Serving independent financial advisors since 1988.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mutual Capital Solutions, INCmutualcapitalservices.com HQ: Wyalusing, PA, United StatesReported employees: 11-50 | Wyalusing, PA, United States | 11-50 | Exact match | 21 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Imperialimperial-texas.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 21 contacts → |
“Imperial provides outsourced back-office accounting services for many types of businesses: high-growth businesses, distressed, M&A situations, and turnarounds.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Blue Lynx Mediatribpub.com HQ: Lewisville, TX, United StatesReported employees: 201-500 | Lewisville, TX, United States | 201-500 | Exact match | 21 contacts → |
“Welcome to Blue Lynx Media Blue Lynx Media LLC, a subsidiary of Tribune Publishing Company, is a shared service center in Lewisville, Texas.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rallyx, INCteamrallyx.com HQ: Jacksonville, FL, United StatesReported employees: 11-50 | Jacksonville, FL, United States | 11-50 | Exact match | 19 contacts → |
“RallyX delivers back office solutions such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Linchpinlinchpininsurtech.com HQ: Glendale, CA, United StatesReported employees: 11-50 | Glendale, CA, United States | 11-50 | Exact match | 19 contacts → |
“We do more than deliver back-office support – we engineer clarity, efficiency, and growth for insurance agencies nationwide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BE Fulfilled Systemsbefulfilledsystems.com HQ: Allen, TX, United StatesReported employees: 51-200 | Allen, TX, United States | 51-200 | Exact match | 19 contacts → |
“As the saying goes, nothing happens until a sale is made.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Plexcityplexcity.org HQ: Ontario, CA, United StatesReported employees: 11-50 | Ontario, CA, United States | 11-50 | Exact match | 18 contacts → |
“Plexcity empowers organizations with strategic advantages through collaboration and shared expertise.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | KBM Consulting, LLCkbmconsultingllc.com HQ: Lancaster, PA, United StatesReported employees: 11-50 | Lancaster, PA, United States | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Opstartopstart.co HQ: South Bend, IN, United StatesReported employees: 11-50 | South Bend, IN, United States | 11-50 | Exact match | 17 contacts → |
“Entrepreneurs and executives need to focus their limited time on what matters most.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Fortivitifortiviti.com HQ: Olathe, KS, United StatesReported employees: 11-50 | Olathe, KS, United States | 11-50 | Exact match | 17 contacts → |
“Fortiviti provides outsourced accounting and back office solutions to entrepreneurs and progressive companies in a variety of industries.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 295 company matches
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Back office support for financial services: dataset insights
September 16, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
295 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 16, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for back office support for financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many back office support for financial services did RevenueBase find based in the United States?
The saved snapshot records 295 matching company records, 9,179 tracked contacts and 927 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 16, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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- Back office support for financial services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 back office support for financial services based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/back-office-support-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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