Company lists · Data refreshed September 2026
Top 25 Fintech accounting firms based in San Francisco, United States
RevenueBase identified 60 fintech accounting firms headquartered in San Francisco, United States as of September 2026 and tracks 1,797 professional contacts across them, including 1,056 with verified work emails. Across the United States, New York is the largest hub for this category (150 companies); San Francisco has 60.
This list covers fintech accounting firms headquartered in San Francisco, 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 accounting firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,149 contacts → | ||||
Partial evidence “Mercury is the fintech ambitious companies use for banking* and all their financial workflows.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 134 contacts → | ||||
Partial evidence “Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 84 contacts → | ||||
Partial evidence “AI-native accounting software, that works for you!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 68 contacts → | ||||
Indirect evidence “Sutro Li is a full service financial management team that provides bookkeeping and financial advisory services to non-profits and mission-based businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 28 contacts → | ||||
Partial evidence “CFO Rick provides a comprehensive suite of accounting services tailored to meet the unique needs of your business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 21 contacts → | ||||
Partial evidence “Quanta is the accounting platform and full-service accounting team for software companies that need their finances accurate, explainable, and always ready for decisions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Partial evidence “Momentum Accounting is a modern outsourced accounting and advisory firm that helps founder-led businesses get control of their cash flow, understand their financials, and make…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Indirect evidence “A to Z Bookkeeping Services was founded with the goal of offering comprehensive financial services to small businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “myPocketCFO simplifies finance for CPG founders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Partial evidence “Karlon Group is a professional services firm providing fractional accounting and finance support to growing companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Partial evidence “Punch Financial is a full-service accounting and CFO services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Stash Bookkeeping is a standout company renowned for its top-tier accountancy, bookkeeping, payroll, and tax preparation services tailored to clients' needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “Why Blu?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “At Afino, we simplify your financial management with expert services in bookkeeping, accounting, tax preparation, R&D tax credits, and CFO services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Bookkeeping, Taxes and finance ops for fast-growing companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Indirect evidence “FOCUSED ON YOUR FINANCES.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “Your accounts, always accurate.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “We’re a passionate team of bookkeepers, management consultants, and financial-ops specialists who love helping businesses thrive.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Indirect evidence “Cheqly is revolutionizing the way startups and small to medium-sized enterprises (SMEs) manage their finances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Partial evidence “BBK provides “new school” accounting services to startups and growing small businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Partial evidence “Alta Advisors is a San Francisco-based strategic finance and accounting firm serving frontier technology startups.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Partial evidence “SoProCFO allows enterprises to outsource finance and accounting as an alternative to building and maintaining an internal department.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “CapAccel LP is a San Francisco-based merchant bank in the FinTech and alternative finance sector.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “People First Finance provides bookkeeping and tax services for service-based businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “We specialize in crypto accounting and blockchain financial operations; managing complex crypto-related transactions while ensuring financial integrity and compliance with US GAAP.” 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 accounting firms. 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 accounting firms.
- Partial evidence
- Its own public description names part of fintech accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech accounting firms. 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 60 fintech accounting firms based in San Francisco, United States
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Fintech accounting firms based in San Francisco, 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 Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 60 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 accounting firms, 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 Francisco, United States whose own description of what they do matches “fintech accounting firms”. 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 accounting firms), 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 accounting firms, and records with no verified work email. Companies headquartered outside San Francisco 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, 1,056 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 accounting firms by metro in the United States
- Fintech accounting firms in New York150
- Fintech accounting firms in Los Angeles88
- Fintech accounting firms in Houston80
- Fintech accounting firms in Austin72
- Fintech accounting firms in Chicago58
- Fintech accounting firms in Miami55
- Fintech accounting firms in Atlanta51
- Fintech accounting firms in Dallas47
- Fintech accounting firms in San Diego43
- Fintech accounting firms in Denver40
- Fintech accounting firms in Orlando30
- Fintech accounting firms in Tampa30
- Fintech accounting firms in Portland29
- Fintech accounting firms in Las Vegas28
- Fintech accounting firms in Phoenix27
- Fintech accounting firms in Charlotte26
- Fintech accounting firms in Seattle26
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 accounting firms, 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 accounting firms are there based in San Francisco, United States?
RevenueBase identified 60 fintech accounting firms headquartered in San Francisco, 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?
Mercury, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most fintech accounting firms?
New York leads the United States with 150 headquartered companies, followed by Los Angeles (88) and Houston (80). San Francisco has 60.
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 1,056 verified decision-maker contacts tracked across these 60 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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