Company lists · Data refreshed September 2026
Top 25 Financial data outsourcing companies based in the United States
RevenueBase identified 158 financial data outsourcing companies headquartered in 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 financial data 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.
The 25 largest financial data outsourcing companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 759 contacts → | ||||
Strong evidence “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 612 contacts → | ||||
Strong evidence “SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 160 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 134 contacts → | ||||
Partial evidence “Vertaccount is a boutique Finance and Accounting Outsourcing provider with offices and affiliates in the United States, Australia, Singapore and the Philippines.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 96 contacts → | ||||
Strong evidence “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 69 contacts → | ||||
Partial evidence “Global Shared Services (GSS) delivers a wide range of Finance and Accounting (F&A) outsourcing services to companies worldwide.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 41 contacts → | ||||
Indirect evidence “GrowthForce, a G&A Partners Company, is a trusted partner helping business owners focus on growth, not getting buried in numbers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 31 contacts → | ||||
Strong evidence “Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 28 contacts → | ||||
Partial evidence “GFT is a leading accounting and finance outsourcing company, dedicated to empowering businesses around the world with top-notch talent.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 contacts → | ||||
Indirect evidence “Imperial provides outsourced back-office accounting services for many types of businesses: high-growth businesses, distressed, M&A situations, and turnarounds.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Partial evidence “Agile Advisors, LLC is an outsourced financial service firm, providing specialized accounting and finance assistance to small and mid-sized companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 20 contacts → | ||||
Indirect evidence “Our passion is to help businesses thrive profitably.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Partial evidence “For series e-commerce brands, hope and gut decision making are not a winning financial strategy.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 18 contacts → | ||||
Partial evidence “Service Squared provides in-depth and cost-effective outsourced financial services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 16 contacts → | ||||
Partial evidence “We are a dynamic team of tech-savvy accountants and bookkeepers, dedicated to redefining modern financial and operational leadership.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 16 contacts → | ||||
Indirect evidence “Помогаем бизнесу уверенно ориентироваться в налоговой системе США и масштабироваться без лишних рисков SMAR, международная аутсорсинговая компания, специализирующаяся на…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 15 contacts → | ||||
Indirect evidence “If managing your business's finances is holding you back from growth, consider partnering with AM Advisors.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 15 contacts → | ||||
Strong evidence “Since 1998, Pena4 with its other entities has been providing precise and timely customized business data processing outsourcing services that match international standards.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Partial evidence “NQR empowers the nation’s leading financial institutions to outsource critical functions with confidence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 13 contacts → | ||||
Partial evidence “AmpliFi is an operating partner for leaders navigating financial complexity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 10 contacts → | ||||
Partial evidence “Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Partial evidence “We are an outsourcing accounting company that primarily serves the restaurant and hospitality industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 10 contacts → | ||||
Partial evidence “Consulting Innovators is building CONSOLYX, an AI-enabled Financial Intelligence Platform designed to transform how organizations manage consolidation, reporting, planning, and…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 data 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 data outsourcing companies.
- Partial evidence
- Its own public description names part of financial data 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 data 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 158 financial data outsourcing companies based in the United States
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial data 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 data 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 data 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 data 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, 549 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.
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 data 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 data outsourcing companies are there based in the United States?
RevenueBase identified 158 financial data 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?
Boston Financial Data Services, headquartered in Kansas City, tops this list with the largest team on record.
Which city has the most financial data outsourcing companies?
New York leads with 12 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 549 verified decision-maker contacts tracked across these 158 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.
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