Company lists · Data refreshed September 2026

Top 25 Financial planning and analysis outsourcing companies based in the United States

Name: Financial planning and analysis 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 514 companies tracked

RevenueBase identified 514 financial planning and analysis outsourcing companies headquartered in the United States as of September 2026 and tracks 3,597 professional contacts across them, including 1,176 with verified work emails. New York is the largest hub.

This list covers financial planning and analysis 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

514Companies

3,597Contacts tracked

1,176Verified emails

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The 25 largest financial planning and analysis outsourcing companies based in the United States

Ranked by team size

Top 25 of 514 financial planning and analysis 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 planning and analysis 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	Outsource Partners International Alumni	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	397 contacts →
	Partial 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
2	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
3	Vertaccount	Partial evidence	Honolulu, HI, United StatesHQ checked Sep 28, 2026	51-200	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, 2026
4	Tarsus	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	51-200	115 contacts →
	Indirect evidence “Tarsus is a leading advisory firm in personalized outsourced CFO services, M&A, accounting, payroll, finance, and transactional services designed to help you scale your business…” Source: RevenueBase Database · checked Sep 28, 2026
5	VCFO	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Partial evidence “vcfo provides an integrated suite of finance, HR, and transaction advisory support, including outsourcing and consulting solutions that improve operational performance and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Global Shared Services	Partial evidence	Mclean, VA, United StatesHQ checked Sep 28, 2026	201-500	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, 2026
7	Venturity	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	64 contacts →
	Indirect evidence “Founded in 2001, Venturity is a leading finance and accounting services firm in Dallas, TX.” Source: RevenueBase Database · checked Sep 28, 2026
8	Sourcedesk Global Private Limited	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	58 contacts →
	Indirect evidence “We take the complication out of any business.” Source: RevenueBase Database · checked Sep 28, 2026
9	JIRAV	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	54 contacts →
	Strong evidence “Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Source: RevenueBase Database · checked Sep 28, 2026
10	Ravix Group	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 28, 2026	51-200	54 contacts →
	Indirect evidence “Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Source: RevenueBase Database · checked Sep 28, 2026
11	APN Group	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	11-50	54 contacts →
	Indirect evidence “APN Group (Accounting Professionals Network, Inc.) is an Atlanta-based consulting firm of finance, accounting and HR professionals on a mission to help small and medium businesses…” Source: RevenueBase Database · checked Sep 28, 2026
12	Crew Finance	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “Crew supports high-growth businesses with management accounting, CFO, FP & A and HR services.” Source: RevenueBase Database · checked Sep 28, 2026
13	The CFO Centre USA	Indirect evidence	New York, TX, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Indirect evidence “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Source: RevenueBase Database · checked Sep 28, 2026
14	CRI CFO HUB	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	51-200	44 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
15	Growthforce	Indirect evidence	Brentwood, TN, United StatesHQ checked Sep 28, 2026	51-200	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, 2026
16	CFO Network, LLC	Partial evidence	North Little Rock, AR, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “CFO Network is a leading provider of outsourced accounting, analysis and consulting to businesses of all types, both locally and nationwide.” Source: RevenueBase Database · checked Sep 28, 2026
17	Exact Partners	Indirect evidence	Buffalo, NY, United StatesHQ checked Sep 28, 2026	51-200	35 contacts →
	Indirect 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, 2026
18	CFO Squad LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Source: RevenueBase Database · checked Sep 28, 2026
19	Cfoshare	Partial evidence	Denver, CO, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial evidence “We believe every business deserves professional financial strategy.” Source: RevenueBase Database · checked Sep 28, 2026
20	Crossmark Management Group, LLC	Strong evidence	Ruston, LA, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “Crossmark Management Group offers professional financial and accounting outsourcing (FAO).” Source: RevenueBase Database · checked Sep 28, 2026
21	Global Finance Teams	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	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, 2026
22	Rhodium Analytics INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Strong evidence “Rhodium Analytics provides high quality, cost-effective financial analysis, research and FP & A support for corporate finance managers, investment banks, private equity firms…” Source: RevenueBase Database · checked Sep 28, 2026
23	Cost Reduction Solutions	Indirect evidence	Parsippany, NJ, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “We offer services Globally and have affiliates to assist you around the world.” Source: RevenueBase Database · checked Sep 28, 2026
24	Pivotal Finance	Indirect evidence	Auburn, AL, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “At Pivotal Finance, helping our clients achieve their personal and business objectives is our top priority.” Source: RevenueBase Database · checked Sep 28, 2026
25	POSI	Partial evidence	Torrance, CA, United StatesHQ checked Sep 28, 2026	51-200	22 contacts →
	Partial evidence “Professional Outsourcing Solutions, Inc.(POSI) From accounting to tax compliance, our experienced team of professionals will help you streamline your business processes.” 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 planning and analysis 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 planning and analysis outsourcing companies.
Partial evidence: Its own public description names part of financial planning and analysis 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 planning and analysis 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 514 financial planning and analysis outsourcing companies based in the United States

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Financial planning and analysis outsourcing companies based in the United States at a glance

As of Sep 28, 2026

32.7%Verified-email coverage

7.0Average contacts per company

1-10Median size (employees)

5.6%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

391

11-50

51-200

201-500

501-1,000

1,001-5,000

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 514 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 planning and analysis 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 planning and analysis 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 planning and analysis 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 planning and analysis 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, 1,176 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 planning and analysis outsourcing companies by metro

Financial planning and analysis outsourcing companies in New York29

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 planning and analysis 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 planning and analysis outsourcing companies are there based in the United States?

RevenueBase identified 514 financial planning and analysis 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?

Outsource Partners International Alumni, headquartered in New York, tops this list with the largest team on record.

Which city has the most financial planning and analysis outsourcing companies?

New York leads with 29 headquartered companies, followed by Austin (15) and Houston (15).

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 1,176 verified decision-maker contacts tracked across these 514 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.