Company lists · Data refreshed September 2026

Top 25 Fintech accountants based in San Diego, United States

Name: Fintech accountants based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 82 companies tracked

RevenueBase identified 82 company matches for fintech accountants associated with San Diego, United States as of September 2026 and tracks 741 professional contacts across them, including 126 with verified work emails. Across the United States, New York is the largest hub for this category (355 companies); San Diego has 82.

This list covers company matches for fintech accountants associated with San Diego, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

82Companies

741Contacts tracked

126Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fintech accountants based in San Diego, United States

Ranked by team size

Top 25 of 82 company matches for fintech accountants based in San Diego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lohman & Associates, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Signature Analytics	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	19 contacts →
	Exact match “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	kept.pro	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Count On Sheep	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Booxkeeping Corp	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Do you have a handle on how much your company made or lost in the last month?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Twin Oaks LLP	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	RG Alliance Group LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Green Path Partners LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	51-200	9 contacts →
	Exact match “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Simplexity Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Thrive Business Services	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Feeling overwhelmed about your business finances?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Inosio	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Inosio provides an operations platform which layers above your existing accounting platform allowing you the benefit of sophisticated and mobile features without sacrificing your…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Schwartz & Schwartz Hedgi AI	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Intandem	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	On-Line Bookkeeping Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “We are San Diego's premier QuickBooks accounting and tax firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	SD Bookkeeping, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Intrinsic Accounting Services, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “You should be focused on growing your business, not on keeping your own books or creating financials.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Vela Financial Consulting, INC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Client-Centric Finance & Accounting plus Fractional Advisory Services” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Oakum Chartered Accounting	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Founded in 2018, based in San Diego and with over 25 full time employees, we are a premier accounting and bookkeeping company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Avviso Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Bookkeeping that cares about your business as much as you do.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Serrano Bookkeeping	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	IY Accounting Solutions	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Account On ME	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Account On Me for all of your accounting needs!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Bromeliad Books LLC	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Are you feeling overwhelmed by the constant juggling act of managing your business finances alongside all your other responsibilities?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Anchor Advisory, LLC Steadfast Bookkeeping	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	AXM Consulting	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” 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 “fintech accountants”. 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 82 fintech accountants based in San Diego, United States

See the full list, filter by size, metro and specialty, and access 126 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Fintech accountants based in San Diego, United States at a glance

As of Sep 28, 2026

17.0%Verified-email coverage

9.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 82 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 San Diego, United States whose business descriptions match “fintech accountants” 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 126 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.

Fintech accountants by metro in the United States

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 “fintech accountants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech accountants are there based in San Diego, United States?

RevenueBase identified 82 company matches for fintech accountants associated with San Diego, 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?

Lohman & Associates, INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fintech accountants?

New York leads the United States with 355 company records, followed by Los Angeles (152) and Houston (141). San Diego has 82.

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 126 professional contacts with verified work emails tracked across these 82 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 82 fintech accountants based in San Diego, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fintech accountants by geography

Browse the directory

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.