Company lists · Data refreshed September 2026
Top 25 Investment accounting companies based in the United States
RevenueBase identified 349 investment accounting companies headquartered in the United States as of September 2026 and tracks 5,858 professional contacts across them, including 2,792 with verified work emails. New York is the largest hub.
This list covers investment accounting 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 19, 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 investment accounting companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 879 contacts → | ||||
Partial evidence “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 574 contacts → | ||||
Partial evidence “775+B AUA | 450+ Clients | 2,500+ Investment Funds or Accounts | 1,200+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 313 contacts → | ||||
Partial evidence “STP Investment Services is an award-winning global investment operations firm that integrates operations and compliance to help navigate today’s complex investment and regulatory…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 312 contacts → | ||||
Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 281 contacts → | ||||
Strong evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 250 contacts → | ||||
Indirect evidence “AGM's brokerage team is now a part of Lee & Associates.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 220 contacts → | ||||
Partial evidence “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 134 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 115 contacts → | ||||
Strong evidence “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 109 contacts → | ||||
Partial evidence “Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 96 contacts → | ||||
Partial evidence “Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 84 contacts → | ||||
Partial evidence “Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 76 contacts → | ||||
Indirect evidence “Akram is a trusted adviser to alternative fund managers – the cornerstone of our business.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 72 contacts → | ||||
Indirect evidence “Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 58 contacts → | ||||
Indirect evidence “Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 57 contacts → | ||||
Partial evidence “Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 56 contacts → | ||||
Indirect evidence “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 51 contacts → | ||||
Indirect evidence “Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 48 contacts → | ||||
Indirect evidence “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 43 contacts → | ||||
Indirect evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 42 contacts → | ||||
Indirect evidence “Revere Securities is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 41 contacts → | ||||
Partial evidence “Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 41 contacts → | ||||
Partial evidence “Since 1989, Nottingham has been providing structural and operational solutions for mutual funds, private funds and other pooled investment vehicles including, foundations…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 40 contacts → | ||||
Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 40 contacts → | ||||
Strong evidence “Gryphon provides fund administration, accounting, investor reporting, transfer agent, regulatory compliance, and tax services for registered and private investments companies.” Source: RevenueBase Database · checked Sep 19, 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: investment accounting 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 investment accounting companies.
- Partial evidence
- Its own public description names part of investment accounting companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment accounting 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 349 investment accounting companies based in the United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,792 reachable decision-makers.
Free signup · no credit card
Investment accounting companies based in the United States at a glance
As of Sep 19, 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 349 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 investment accounting 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 “investment accounting 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 investment accounting 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 investment accounting 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, 2,792 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 19, 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.
Investment accounting companies by metro
- Investment accounting companies in New York40
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 investment accounting 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 investment accounting companies are there based in the United States?
RevenueBase identified 349 investment accounting 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?
Ss&c EZE, headquartered in Windsor, tops this list with the largest team on record.
Which city has the most investment accounting companies?
New York leads with 40 headquartered companies, followed by San Francisco (11) and Chicago (10).
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 2,792 verified decision-maker contacts tracked across these 349 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 349 investment accounting companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Investment accounting companies by geography
Browse the directory
Browse: Companies home · All United States lists · All Investment accounting companies lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment accounting companies based in Brazil
- Investment accounting companies based in India
- Investment accounting companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States