Company lists · Data refreshed September 2026
Top 25 Fintech accountants based in San Diego, United States
RevenueBase identified 82 fintech accountants headquartered in 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 (330 companies); San Diego has 82.
This list covers fintech accountants headquartered in San Diego, 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 fintech accountants based in San Diego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 39 contacts → | ||||
Indirect evidence “Lohman & Associates is a professional services firm that provides finance and accounting advisory services to early-stage and growing companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 19 contacts → | ||||
Indirect evidence “When your business needs actionable insights from the story your financial data is telling you, turn to us.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 18 contacts → | ||||
Indirect evidence “At kept.pro, we're on a mission to provide businesses with the financial information and insight they need to compete effectively.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 contacts → | ||||
Indirect evidence “Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Do you have a handle on how much your company made or lost in the last month?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “Twin Oaks LLP provides a comprehensive range of accounting and financial services to businesses across various industries.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “RG Alliance is an outsourced back-office support and bookkeeping firm based in San Diego, California.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “Welcome to Green Path Partners LLP, where we redefine the standards of excellence in accounting and taxation services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “Simplexity Services provides accounting and back-office services for startups and fast growing companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Feeling overwhelmed about your business finances?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Inosio provides an operations platform which layers above your existing accounting platform allowing you the benefit of sophisticated and mobile features without sacrificing your…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Welcome to the integrated future of financial excellence – Hedgi AI meets Schwartz & Schwartz, your expert advisors and innovative solution providers in one.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “intandem is a boutique accounting firm specializing in fractional accounting and financial services for venture-backed startups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “We are San Diego's premier QuickBooks accounting and tax firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence “You should be focused on growing your business, not on keeping your own books or creating financials.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Client-Centric Finance & Accounting plus Fractional Advisory Services” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Founded in 2018, based in San Diego and with over 25 full time employees, we are a premier accounting and bookkeeping company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Bookkeeping that cares about your business as much as you do.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence “Eventually, as your business grows, the bookkeeping and accounting is going to take more time than you have to commit to it.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence “Business & Individual Taxation - Financial Reporting - Accounting & Bookkeeping Services - Tax Planning - Business Formation - Business Consultation - Payroll Services” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Account On Me for all of your accounting needs!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Are you feeling overwhelmed by the constant juggling act of managing your business finances alongside all your other responsibilities?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “AI-Powered Accounting for San Diego Businesses We help you cut the friction from bookkeeping, reporting, and workflows so finance actually fuels growth.” 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: fintech accountants. 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 fintech accountants.
- Partial evidence
- Its own public description names part of fintech accountants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech accountants. 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 82 fintech accountants based in San Diego, United States
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Fintech accountants based in San Diego, United States at a glance
As of Sep 28, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech accountants, 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 San Diego, United States whose own description of what they do matches “fintech accountants”. 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 fintech accountants), 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 fintech accountants, and records with no verified work email. Companies headquartered outside San Diego 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, 126 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.
Fintech accountants by metro in the United States
- Fintech accountants in New York330
- Fintech accountants in Los Angeles152
- Fintech accountants in Houston141
- Fintech accountants in San Francisco136
- Fintech accountants in Austin124
- Fintech accountants in Atlanta112
- Fintech accountants in Chicago108
- Fintech accountants in Miami101
- Fintech accountants in Dallas94
- Fintech accountants in Denver84
- Fintech accountants in Tampa56
- Fintech accountants in Seattle55
- Fintech accountants in Las Vegas53
- Fintech accountants in Portland51
- Fintech accountants in Sheridan51
- Fintech accountants in Charlotte50
- Fintech accountants in Orlando50
- Fintech accountants in Phoenix50
- Fintech accountants in Boston46
- Fintech accountants in San Antonio40
- Fintech accountants in Irvine39
- Fintech accountants in Columbus37
- Fintech accountants in Minneapolis36
- Fintech accountants in Washington36
- Fintech accountants in Philadelphia32
- Fintech accountants in Raleigh31
- Fintech accountants in Salt Lake City31
- Fintech accountants in Nashville30
- Fintech accountants in Wilmington30
- Fintech accountants in Indianapolis28
- Fintech accountants in Fort Lauderdale27
- Fintech accountants in Remote27
- Fintech accountants in Scottsdale26
- Fintech accountants in San Jose25
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 fintech accountants, 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 fintech accountants are there based in San Diego, United States?
RevenueBase identified 82 fintech accountants headquartered in San Diego, 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?
Lohman & Associates, INC, headquartered in San Diego, tops this list with the largest team on record.
Which city in the United States has the most fintech accountants?
New York leads the United States with 330 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 126 verified decision-maker contacts tracked across these 82 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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