Company lists · Data refreshed September 2026
Top 25 Financial data outsourcing companies based in the United States
RevenueBase identified 158 company matches for financial data outsourcing companies associated with the United States as of September 2026 and tracks 2,553 professional contacts across them, including 549 with verified work emails. New York is the largest hub.
This list covers company matches for financial data outsourcing companies 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 28, 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 financial data outsourcing companies 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 612 contacts → | ||||
Exact match “SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 160 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 134 contacts → | ||||
Exact match “Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 96 contacts → | ||||
Exact match “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 69 contacts → | ||||
Exact match “Global Shared Services (GSS) delivers a wide range of Finance and Accounting (F&A) outsourcing services to companies worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 41 contacts → | ||||
Exact match “GrowthForce, a G&A Partners Company, is a trusted partner helping business owners focus on growth, not getting buried in numbers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 35 contacts → | ||||
Exact match “Growing businesses don't have the time, skill set or desire to build out a fully optimized accounting and finance function that gives them the insights and data they need to…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 31 contacts → | ||||
Exact match “Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “GFT is a leading accounting and finance outsourcing company, dedicated to empowering businesses around the world with top-notch talent.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 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 28, 2026 · View company records in RevenueBase | |||||
| 12 | 20 contacts → | ||||
Exact match “Agile Advisors, LLC is an outsourced financial service firm, providing specialized accounting and finance assistance to small and mid-sized companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 20 contacts → | ||||
Exact match “Our passion is to help businesses thrive profitably.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “For series e-commerce brands, hope and gut decision making are not a winning financial strategy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Service Squared provides in-depth and cost-effective outsourced financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “We are a dynamic team of tech-savvy accountants and bookkeepers, dedicated to redefining modern financial and operational leadership.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “Помогаем бизнесу уверенно ориентироваться в налоговой системе США и масштабироваться без лишних рисков SMAR, международная аутсорсинговая компания, специализирующаяся на…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 15 contacts → | ||||
Exact match “If managing your business's finances is holding you back from growth, consider partnering with AM Advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “Since 1998, Pena4 with its other entities has been providing precise and timely customized business data processing outsourcing services that match international standards.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 13 contacts → | ||||
Exact match “AmpliFi is an operating partner for leaders navigating financial complexity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “We are an outsourcing accounting company that primarily serves the restaurant and hospitality industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 10 contacts → | ||||
Exact match “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Recorded in the RevenueBase company graph · Sep 28, 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 “financial data outsourcing companies”. 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 158 financial data outsourcing companies based in the United States
See the full list, filter by size, metro and specialty, and access 549 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data outsourcing companies based in the United States at a glance
As of Sep 28, 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 158 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 “financial data outsourcing companies” 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 549 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 28, 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 “financial data outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data outsourcing companies are there based in the United States?
RevenueBase identified 158 company matches for financial data outsourcing companies 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 financial data outsourcing companies?
New York leads with 13 company records, followed by Austin (6) and Atlanta (5).
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 549 professional contacts with verified work emails tracked across these 158 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 158 financial data outsourcing companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial data outsourcing companies by geography
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
- Financial data outsourcing companies based in Brazil
- Financial data outsourcing companies based in India
- Financial data outsourcing companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 financial data outsourcing companies 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 158 matching company records for financial data outsourcing companies based in the United States, with 2,553 tracked contacts and 549 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 28, 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 financial data outsourcing companies 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  International Financial Data Services Ifdsssctech.comHQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 612 contacts → |
“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  RNN Group, INCrnngroup.comHQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Vertaccountvertaccount.comHQ: Honolulu, HI, United StatesReported employees: 51-200 | Honolulu, HI, United States | 51-200 | Exact match | 134 contacts → |
“Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ascend Partners INCascend.partnersHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Global Shared Servicesgsslp.comHQ: Mclean, VA, United StatesReported employees: 201-500 | Mclean, VA, United States | 201-500 | Exact match | 69 contacts → |
“Global Shared Services (GSS) delivers a wide range of Finance and Accounting (F&A) outsourcing services to companies worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Growthforcegrowthforce.comHQ: Brentwood, TN, United StatesReported employees: 51-200 | Brentwood, TN, United States | 51-200 | Exact match | 41 contacts → |
“GrowthForce, a G&A Partners Company, is a trusted partner helping business owners focus on growth, not getting buried in numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Exact Partnersgetexact.comHQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 35 contacts → |
“Growing businesses don't have the time, skill set or desire to build out a fully optimized accounting and finance function that gives them the insights and data they need to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Crossmark Management Group, LLCcrossmmg.com HQ: Ruston, LA, United StatesReported employees: 11-50 | Ruston, LA, United States | 11-50 | Exact match | 31 contacts → |
“Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Global Finance Teamsglobalfinanceteams.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 28 contacts → |
“GFT is a leading accounting and finance outsourcing company, dedicated to empowering businesses around the world with top-notch talent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Agile Advisors, LLCagileadvisors.net HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 20 contacts → |
“Agile Advisors, LLC is an outsourced financial service firm, providing specialized accounting and finance assistance to small and mid-sized companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HI Accounting Solutions INChawaiiaccountingsolutions.com HQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 20 contacts → |
“Our passion is to help businesses thrive profitably.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ecom CFOecomcfo.coHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 19 contacts → |
“For series e-commerce brands, hope and gut decision making are not a winning financial strategy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Service Squaredservicesquaredcorp.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 18 contacts → |
“Service Squared provides in-depth and cost-effective outsourced financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cloud5 Accountingcloud5accounting.com HQ: Highland, UT, United StatesReported employees: 11-50 | Highland, UT, United States | 11-50 | Exact match | 16 contacts → |
“We are a dynamic team of tech-savvy accountants and bookkeepers, dedicated to redefining modern financial and operational leadership.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smar Globalsmarglobal.com HQ: Casper, WY, United StatesReported employees: 51-200 | Casper, WY, United States | 51-200 | Exact match | 16 contacts → |
“Помогаем бизнесу уверенно ориентироваться в налоговой системе США и масштабироваться без лишних рисков SMAR, международная аутсорсинговая компания, специализирующаяся на…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  AM Advisorsamadvisors.netHQ: Oakland, CA, United StatesReported employees: 11-50 | Oakland, CA, United States | 11-50 | Exact match | 15 contacts → |
“If managing your business's finances is holding you back from growth, consider partnering with AM Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pena4, Indiapena4.com HQ: Center Valley, PA, United StatesReported employees: 201-500 | Center Valley, PA, United States | 201-500 | Exact match | 15 contacts → |
“Since 1998, Pena4 with its other entities has been providing precise and timely customized business data processing outsourcing services that match international standards.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Amplifiamplificap.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 13 contacts → |
“AmpliFi is an operating partner for leaders navigating financial complexity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hart Credit Technologyhartcredittechnology.com HQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Officeheadsofficeheads.com HQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 10 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  The Accounting Companytheaccountingcompany.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 10 contacts → |
“We are an outsourcing accounting company that primarily serves the restaurant and hospitality industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Consulting Innovators Consolyxco-iv.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 158 company matches
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Financial data outsourcing companies: dataset insights
September 28, 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
157 records in the displayed employee bands.
1 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 158 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 28, 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 financial data outsourcing companies?
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 financial data outsourcing companies did RevenueBase find based in the United States?
The saved snapshot records 158 matching company records, 2,553 tracked contacts and 549 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 28, 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
Financial data outsourcing companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial data outsourcing companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-outsourcing-companies/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
- Financial data outsourcing companies based in Brazil
- Financial data outsourcing companies based in India
- Financial data outsourcing companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 financial data outsourcing companies based in the United States
RevenueBase records 158 matching company records for financial data outsourcing companies based in the United States, with 2,553 tracked contacts and 549 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 28, 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 financial data outsourcing companies 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | International Financial Data Services Ifdsssctech.com HQ: Kansas City, MO, United StatesReported employees: 10001+ | Kansas City, MO, United States | 10001+ | Exact match | 612 contacts → |
“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | RNN Group, INCrnngroup.com HQ: Atlanta, GA, United StatesReported employees: Not recorded | Atlanta, GA, United States | Not recorded | Exact match | 160 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Vertaccountvertaccount.com HQ: Honolulu, HI, United StatesReported employees: 51-200 | Honolulu, HI, United States | 51-200 | Exact match | 134 contacts → |
“Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ascend Partners INCascend.partners HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Global Shared Servicesgsslp.com HQ: Mclean, VA, United StatesReported employees: 201-500 | Mclean, VA, United States | 201-500 | Exact match | 69 contacts → |
“Global Shared Services (GSS) delivers a wide range of Finance and Accounting (F&A) outsourcing services to companies worldwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Growthforcegrowthforce.com HQ: Brentwood, TN, United StatesReported employees: 51-200 | Brentwood, TN, United States | 51-200 | Exact match | 41 contacts → |
“GrowthForce, a G&A Partners Company, is a trusted partner helping business owners focus on growth, not getting buried in numbers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Exact Partnersgetexact.com HQ: Buffalo, NY, United StatesReported employees: 51-200 | Buffalo, NY, United States | 51-200 | Exact match | 35 contacts → |
“Growing businesses don't have the time, skill set or desire to build out a fully optimized accounting and finance function that gives them the insights and data they need to…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Crossmark Management Group, LLCcrossmmg.com HQ: Ruston, LA, United StatesReported employees: 11-50 | Ruston, LA, United States | 11-50 | Exact match | 31 contacts → |
“Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Global Finance Teamsglobalfinanceteams.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 28 contacts → |
“GFT is a leading accounting and finance outsourcing company, dedicated to empowering businesses around the world with top-notch talent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Agile Advisors, LLCagileadvisors.net HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 20 contacts → |
“Agile Advisors, LLC is an outsourced financial service firm, providing specialized accounting and finance assistance to small and mid-sized companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HI Accounting Solutions INChawaiiaccountingsolutions.com HQ: Honolulu, HI, United StatesReported employees: 11-50 | Honolulu, HI, United States | 11-50 | Exact match | 20 contacts → |
“Our passion is to help businesses thrive profitably.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ecom CFOecomcfo.co HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 19 contacts → |
“For series e-commerce brands, hope and gut decision making are not a winning financial strategy.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Service Squaredservicesquaredcorp.com HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 18 contacts → |
“Service Squared provides in-depth and cost-effective outsourced financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cloud5 Accountingcloud5accounting.com HQ: Highland, UT, United StatesReported employees: 11-50 | Highland, UT, United States | 11-50 | Exact match | 16 contacts → |
“We are a dynamic team of tech-savvy accountants and bookkeepers, dedicated to redefining modern financial and operational leadership.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Smar Globalsmarglobal.com HQ: Casper, WY, United StatesReported employees: 51-200 | Casper, WY, United States | 51-200 | Exact match | 16 contacts → |
“Помогаем бизнесу уверенно ориентироваться в налоговой системе США и масштабироваться без лишних рисков SMAR, международная аутсорсинговая компания, специализирующаяся на…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | AM Advisorsamadvisors.net HQ: Oakland, CA, United StatesReported employees: 11-50 | Oakland, CA, United States | 11-50 | Exact match | 15 contacts → |
“If managing your business's finances is holding you back from growth, consider partnering with AM Advisors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pena4, Indiapena4.com HQ: Center Valley, PA, United StatesReported employees: 201-500 | Center Valley, PA, United States | 201-500 | Exact match | 15 contacts → |
“Since 1998, Pena4 with its other entities has been providing precise and timely customized business data processing outsourcing services that match international standards.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 15 contacts → |
“NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Amplifiamplificap.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 13 contacts → |
“AmpliFi is an operating partner for leaders navigating financial complexity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Hart Credit Technologyhartcredittechnology.com HQ: Reading, PA, United StatesReported employees: 11-50 | Reading, PA, United States | 11-50 | Exact match | 11 contacts → |
“Hart Credit Technology is a best-in-class technology company known for providing financial institutions of all sizes and industries with intelligent data, insights, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Officeheadsofficeheads.com HQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 10 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | The Accounting Companytheaccountingcompany.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 10 contacts → |
“We are an outsourcing accounting company that primarily serves the restaurant and hospitality industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Consulting Innovators Consolyxco-iv.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 158 company matches
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Financial data outsourcing companies: dataset insights
September 28, 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
157 records in the displayed employee bands.
1 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 158 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 28, 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 financial data outsourcing companies?
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 financial data outsourcing companies did RevenueBase find based in the United States?
The saved snapshot records 158 matching company records, 2,553 tracked contacts and 549 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 28, 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
Financial data outsourcing companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial data outsourcing companies based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-data-outsourcing-companies/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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