Company lists · Data refreshed September 2026

Top 25 Financial business process outsourcing companies based in the United States

Name: Financial business process outsourcing companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,273 companies tracked

RevenueBase identified 1,273 financial business process outsourcing companies headquartered in the United States as of September 2026 and tracks 28,827 professional contacts across them, including 5,435 with verified work emails. New York is the largest hub.

This list covers financial business process outsourcing companies 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 28, 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 28, 2026 86% judged on-target in blind review

1,273Companies

28,827Contacts tracked

5,435Verified emails

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The 25 largest financial business process outsourcing companies based in the United States

Ranked by team size

Top 25 of 1,273 financial business process outsourcing companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial business process outsourcing companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Personiv	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	10001+	2,231 contacts →
	Indirect evidence “OUR PEOPLE, YOUR PRIORITIES Streamline your finance & accounting team at 50% cost savings with a team as small as one.” Source: RevenueBase Database · checked Sep 28, 2026
2	SLK Global Solutions	Strong evidence	TX, United StatesHQ checked Sep 28, 2026	10001+	1,743 contacts →
	Strong evidence “Coforge Business Process Solutions (or Coforge BPS) offers digital platforms and solutions to multiple industries, including the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
3	SEBPO	Indirect evidence	Marlton, NJ, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,237 contacts →
	Indirect evidence “SEBPO transforms operational complexity into a seamless, strategic advantage.” Source: RevenueBase Database · checked Sep 28, 2026
4	Cass Information Systems	Partial evidence	St. Louis, MO, United StatesHQ checked Sep 28, 2026	1,001-5,000	866 contacts →
	Partial evidence “Trust is essential when managing high-volume, complex financial operations.” Source: RevenueBase Database · checked Sep 28, 2026
5	Shore Group Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	680 contacts →
	Indirect evidence “Shore Group eliminates manual, repetitive operations so small and mid-sized businesses can scale with confidence, without adding headcount or complexity.” Source: RevenueBase Database · checked Sep 28, 2026
6	Metriqe Solutions	Indirect evidence	Irving, TX, United StatesHQ checked Sep 28, 2026	201-500	571 contacts →
	Indirect evidence “Founded in 2007, Metriqe Solutions started out as a Hotel Accounting firm in USA.” Source: RevenueBase Database · checked Sep 28, 2026
7	Global Strategic Business Process Solutions	Strong evidence	Burlington, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	553 contacts →
	Strong evidence “Global Strategic is a business process outsourcing partner that builds high-performing teams through custom onshore, nearshore, and offshore solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	OWN Business Management	Partial evidence	Ajman Free Zone, United StatesHQ checked Sep 28, 2026	n/a	490 contacts →
	Partial evidence “OBM is a leading business process management company in UAE which provides client driven business management solutions.” Source: RevenueBase Database · checked Sep 28, 2026
9	Velan Info Services	Indirect evidence	Dover, DE, United StatesHQ checked Sep 28, 2026	201-500	447 contacts →
	Indirect evidence “Velan Info Services is a leading multidisciplinary service provider with its clients across the globe.” Source: RevenueBase Database · checked Sep 28, 2026
10	OKS Group	Indirect evidence	Bala Cynwyd, PA, United StatesHQ checked Sep 28, 2026	1,001-5,000	416 contacts →
	Indirect evidence “Founded in 1985, OKS Group provides customized BPO and LPO services to some of the world's largest and most demanding companies.” Source: RevenueBase Database · checked Sep 28, 2026
11	Supporting Strategies	Indirect evidence	Beverly, MA, United StatesHQ checked Sep 28, 2026	51-200	415 contacts →
	Indirect evidence “Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.” Source: RevenueBase Database · checked Sep 28, 2026
12	Global Agility Solutions	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	501-1,000	403 contacts →
	Strong evidence “Global Agility Solutions offers comprehensive onshore, offshore and hybrid Business Process Outsourcing (BPO) services and solutions focused on automating and advancing repeatable…” Source: RevenueBase Database · checked Sep 28, 2026
13	Outsource Partners International Alumni	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	397 contacts →
	Strong evidence “Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Source: RevenueBase Database · checked Sep 28, 2026
14	EDS Service Solutions	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	5,001-10,000	342 contacts →
	Partial evidence “EDS service solutions is the number one outsourcing solution for Fortune 500 companies throughout the US.” Source: RevenueBase Database · checked Sep 28, 2026
15	OHI	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	339 contacts →
	Partial evidence “OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Source: RevenueBase Database · checked Sep 28, 2026
16	Reveille Technologies,inc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	316 contacts →
	Indirect evidence “Reveille Technologies is evolving as a leading global service provider delivering technology-driven business solutions that meet the strategic objectives of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	Cognet	Partial evidence	Orlando, FL, United StatesHQ checked Sep 28, 2026	501-1,000	297 contacts →
	Partial evidence “CogNet is a leading Business Process Management (BPM) company supporting our partners in the Human Resource Services industry.” Source: RevenueBase Database · checked Sep 28, 2026
18	TGG	Indirect evidence	San Antonio, TX, United StatesHQ checked Sep 28, 2026	51-200	249 contacts →
	Indirect evidence “The true performance of your business shouldn’t be a mystery.” Source: RevenueBase Database · checked Sep 28, 2026
19	Staffvirtual	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	501-1,000	245 contacts →
	Strong evidence “STAFFVIRTUAL is an American business process outsourcing (BPO) company with offices in the Philippines specializing in customer support, back office, and IT outsourcing.” Source: RevenueBase Database · checked Sep 28, 2026
20	NCO Customer Management, INC	Indirect evidence	Horsham, PA, United StatesHQ checked Sep 28, 2026	10001+	232 contacts →
	Indirect evidence “NCO's Customer Fit Solutions are Custom Fit.” Source: RevenueBase Database · checked Sep 28, 2026
21	247digitize	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	217 contacts →
	Strong evidence “247Digitize is an outsourcing and tech partner that optimizes and manages non-core processes so your key resources can focus on productivity and growth.” Source: RevenueBase Database · checked Sep 28, 2026
22	Callmax Solutions	Strong evidence	Brooklyn, United StatesHQ checked Sep 28, 2026	201-500	212 contacts →
	Strong evidence “Callmax is a dedicated Business Process Outsourcing (BPO) provider empowering small and mid-sized businesses with tailored support designed to streamline operations and boost…” Source: RevenueBase Database · checked Sep 28, 2026
23	Indinero	Indirect evidence	Los Angeles, United StatesHQ checked Sep 28, 2026	201-500	175 contacts →
	Indirect evidence “Indinero is on a mission to help every business realize its potential.” Source: RevenueBase Database · checked Sep 28, 2026
24	S4 Communications	Indirect evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	201-500	173 contacts →
	Indirect evidence “S4 Communications is a BPO provider with operations based out of Houston, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
25	ARGO	Partial evidence	West Point, GA, United StatesHQ checked Sep 28, 2026	1,001-5,000	166 contacts →
	Partial evidence “ARGO is a managed services outsourcing BPO that makes our clients' jobs easier.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial business process outsourcing companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial business process outsourcing companies.
Partial evidence: Its own public description names part of financial business process outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial business process outsourcing companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,273 financial business process outsourcing companies based in the United States

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Financial business process outsourcing companies based in the United States at a glance

As of Sep 28, 2026

18.9%Verified-email coverage

22.6Average contacts per company

1-10Median size (employees)

4.8%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

730

11-50

311

51-200

130

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,273 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 financial business process outsourcing companies, 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 “financial business process outsourcing companies”. 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 financial business process outsourcing companies), 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 financial business process outsourcing companies, 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, 5,435 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 28, 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.

Financial business process outsourcing companies by metro

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 financial business process outsourcing companies, 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 financial business process outsourcing companies are there based in the United States?

RevenueBase identified 1,273 financial business process outsourcing companies 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?

Personiv, headquartered in Austin, tops this list with the largest team on record.

Which city has the most financial business process outsourcing companies?

New York leads with 61 headquartered companies, followed by Houston (33) and Austin (32).

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 5,435 verified decision-maker contacts tracked across these 1,273 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 28, 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.