Company lists · Data refreshed September 2026

Top 25 Institutional asset accounting services worldwide

RevenueBase identified 188 institutional asset accounting services worldwide as of September 2026 and tracks 2,459 professional contacts across them, including 556 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.

This list covers institutional asset accounting services worldwide, 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 20, 2026. Country and city lists for institutional asset accounting services follow the table.

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 20, 2026 86% judged on-target in blind review
188Companies
2,459Contacts tracked
556Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest institutional asset accounting services worldwide

Ranked by team size
Top 25 of 188 institutional asset accounting services worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to institutional asset accounting 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 evidencePrinceton, NJ, United StatesHQ checked Sep 20, 2026201-500281 contacts →

Partial evidence

“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 20, 2026n/a250 contacts →

Indirect evidence

“AGM's brokerage team is now a part of Lee & Associates.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLimerick, IrelandHQ checked Sep 20, 2026201-500178 contacts →

Indirect evidence

“DM is an independent financial services company headquartered in Ireland with offices in Singapore, Netherlands, the UK and the Cayman Islands.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceSao Paulo, BrazilHQ checked Sep 20, 2026201-500145 contacts →

Partial evidence

“With more than 27 years of experience, Cpcon Group is an industry leader in fixed asset inventory and reconciliation, RFID solutions, useful life/depreciation studies, management…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceRedwood Shores, CA, United StatesHQ checked Sep 20, 202651-20089 contacts →

Partial evidence

“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceCuauhtémoc, MexicoHQ checked Sep 20, 202651-20065 contacts →

Indirect evidence

“COVAF, un servicio de Outsourcing, Valuación, Administración, Contabilidad y Generación de Reportes de Riesgo para los Portafolios de Inversión.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceWoburn, MA, United StatesHQ checked Sep 20, 202651-20064 contacts →

Strong evidence

“Northeast Retirement Services (NRS) provides a full range of institutional services to asset managers and asset owners including transfer agency, master trust plan accounting…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceFort Worth, TX, United StatesHQ checked Sep 20, 202611-5048 contacts →

Indirect evidence

“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5041 contacts →

Partial evidence

“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceStamford, CT, United StatesHQ checked Sep 20, 202651-20039 contacts →

Indirect evidence

“Mirador is now part of iCapital.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceChicago, IL, United StatesHQ checked Sep 20, 202611-5025 contacts →

Partial evidence

“LICCAR is a full-service fund administrator and public accounting firm specializing in fund accounting, financial reporting, investor services, tax preparation, performance…”

Source: RevenueBase Database · checked Sep 20, 2026
12Strong evidenceLafayette, CA, United StatesHQ checked Sep 20, 202611-5023 contacts →

Strong evidence

“Fiduciary Accounting Services, LLC (FAS) is a specialized accounting firm that partners with trustees, attorneys, financial institutions and others with fiduciary accounting needs.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“ACI is the leading provider of FinOp and regulatory reporting services for U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidencePraha 8, Czech RepublicHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBrisbane City, AustraliaHQ checked Sep 20, 202611-5017 contacts →

Partial evidence

“APV Valuers and Asset Management specialises in financial reporting valuations encompassing land, buildings and infrastructure assets, insurance valuations, and depreciation…”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceCentral And Western District, Hong KongHQ checked Sep 20, 202611-5017 contacts →

Partial evidence

“Vincorn Consulting and Appraisal Limited (Vincorn) provides professional asset valuation and advisory services to diverse clients ranging from high-net-worth individuals to…”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceSøborg, DenmarkHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“PandaConnect is an independent provider of full-service investment administration.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceHolland, MI, United StatesHQ checked Sep 20, 202611-5017 contacts →

Indirect evidence

“DeLong & Brower can be your "one source" for everything financial.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceOttawa, ON, CanadaHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“Appraisals International is specialized in fixed assets, buildings, unique properties, industrial and machinery & equipment valuations.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceChur, SwitzerlandHQ checked Sep 20, 202611-5013 contacts →

Indirect evidence

“Treuhand (Rechnungswesen, Abschlusserstellung, Steuern)- Wirtschaftsprüfung (Abschlussprüfung, spezialgesetzliche Prüfung, Unternehmensberatung)- Immobilien…”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidencePleasanton, CA, United StatesHQ checked Sep 20, 20261-1013 contacts →

Partial evidence

“Unkar Systems provides clear, concise accounting, administration and reporting solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceStevenson Ranch, CA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Indirect evidence

“Stern, Kory, Sreden & Morgan is a full-service accountancy corporation serving individuals and businesses in diverse industries.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceColumbus, OH, United StatesHQ checked Sep 20, 202611-5011 contacts →

Indirect evidence

“WR Valuation (WRV), formerly Citizens Valuation Services, is an independent valuation advisory firm serving private equity firms, business owners, legal counsel, and corporate…”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceMelbourne, AustraliaHQ checked Sep 20, 202611-5011 contacts →

Partial evidence

“PP & E Valuations Pty Ltd provides asset valuation and management services to corporate and government clients.”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceFort Worth, TX, United StatesHQ checked Sep 20, 20261-1010 contacts →

Strong evidence

“Fort Accounting was founded to bring expertise and accounting solutions to the Asset Management industry.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 188 institutional asset accounting services worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 556 reachable decision-makers.

Free signup · no credit card

View the full list →

Institutional asset accounting services worldwide at a glance

As of Sep 20, 2026
22.6%Verified-email coverage
13.1Average contacts per company
1-10Median size (employees)
3.7%Largest-city concentration · Sao Paulo
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
107
11-50
58
51-200
14
201-500
5
501-1,000
1
1,001-5,000
2

Email recency is reported on each country list linked below.

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 institutional asset accounting 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.
Coverage
Every country. Country and city lists for institutional asset accounting services are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “institutional asset accounting 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 institutional asset accounting 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 institutional asset accounting services, and records with no verified work email.
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, 556 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 20, 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.

Institutional asset accounting services by location

1 lists · largest first

Every Institutional asset accounting services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

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 institutional asset accounting 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 institutional asset accounting services are there worldwide?

RevenueBase identified 188 institutional asset accounting services worldwide 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?

Princeton Financial Systems, headquartered in Princeton, tops this list with the largest team on record.

Which country has the most institutional asset accounting services?

The United States leads with 58 companies. Every institutional asset accounting services list by country and city is linked on this page.

Which city has the most institutional asset accounting services?

Sao Paulo leads with 7 headquartered companies, followed by Chicago (4) and London (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 556 verified decision-maker contacts tracked across these 188 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 188 institutional asset accounting services worldwide. Start with a free account, no credit card.

Download this list →

Related lists

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.