Company lists · Data refreshed September 2026
Top 25 Investment accounting companies based in the United States
RevenueBase identified 349 company matches for investment accounting companies associated with 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 company matches for investment accounting companies associated with the 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 19, 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.
The 25 largest investment accounting companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 879 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 574 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 313 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 312 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 281 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 250 contacts → | ||||
Exact match “AGM's brokerage team is now a part of Lee & Associates.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 220 contacts → | ||||
Exact match “Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 134 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 115 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 109 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 96 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 84 contacts → | ||||
Exact match “Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 76 contacts → | ||||
Exact match “Akram is a trusted adviser to alternative fund managers – the cornerstone of our business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 72 contacts → | ||||
Exact match “Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 58 contacts → | ||||
Exact match “Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 57 contacts → | ||||
Exact match “Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 56 contacts → | ||||
Exact match “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 51 contacts → | ||||
Exact match “Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 48 contacts → | ||||
Exact match “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 43 contacts → | ||||
Exact match “Compass Rose Asset Management LP” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 42 contacts → | ||||
Exact match “Revere Securities is a U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 41 contacts → | ||||
Exact match “Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 41 contacts → | ||||
Exact match “Since 1989, Nottingham has been providing structural and operational solutions for mutual funds, private funds and other pooled investment vehicles including, foundations…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 40 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 40 contacts → | ||||
Exact match “Gryphon provides fund administration, accounting, investor reporting, transfer agent, regulatory compliance, and tax services for registered and private investments companies.” Recorded in the RevenueBase company graph · Sep 19, 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 “investment accounting companies”. 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 349 investment accounting companies based in the United States
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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
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 the United States whose business descriptions match “investment accounting companies” 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 2,792 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 19, 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.
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 “investment accounting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment accounting companies are there based in the United States?
RevenueBase identified 349 company matches for investment accounting companies associated with the 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?
Ss&c EZE tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment accounting companies?
New York leads with 41 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,792 professional contacts with verified work emails tracked across these 349 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 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.
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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 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.
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
Company intelligence · public preview
Top 25 investment accounting companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 349 matching company records for investment accounting companies based in the United States, with 5,858 tracked contacts and 2,792 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment accounting companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ss&c EZEadvent.comHQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 879 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ultimus Fund Solutionsultimusfundsolutions.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | STP Investment Servicesstpis.com HQ: West Chester, PA, United StatesReported employees: 201-500 | West Chester, PA, United States | 201-500 | Exact match | 313 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.comHQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fort Washington Investment Advisors, INCfortwashington.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 134 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Flsv LLPflsv.comHQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Asset Vantageassetvantage.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Piedmont Fund Servicespfsglobal.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 84 contacts → |
“Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Akram Assurance, Advisory & TAX Firmaifundservices.comHQ: Cary, NC, United StatesReported employees: 51-200 | Cary, NC, United States | 51-200 | Exact match | 76 contacts → |
“Akram is a trusted adviser to alternative fund managers – the cornerstone of our business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Standard Metricsstandardmetrics.ioHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Strategic Financial Services, INCinveststrategic.comHQ: Utica, NY, United StatesReported employees: 11-50 | Utica, NY, United States | 11-50 | Exact match | 58 contacts → |
“Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Fort Pitt Capital Groupfortpittcapital.comHQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 57 contacts → |
“Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Osterweis Capital Managementosterweis.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cortland Capital Market Services LLCalterdomus.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 51 contacts → |
“Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Burgher Haggardburgherhaggard.comHQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 48 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Compass Rose Asset Management, LPcompassroseam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Revere Securities LLCreveresecurities.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 42 contacts → |
“Revere Securities is a U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Reliant Fund Services, LLCreliantfundservices.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nottinghamnottinghamco.com HQ: Rocky Mount, NC, United StatesReported employees: 51-200 | Rocky Mount, NC, United States | 51-200 | Exact match | 41 contacts → |
“Since 1989, Nottingham has been providing structural and operational solutions for mutual funds, private funds and other pooled investment vehicles including, foundations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gryphon Fund Groupgryphongroup.us HQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 40 contacts → |
“Gryphon provides fund administration, accounting, investor reporting, transfer agent, regulatory compliance, and tax services for registered and private investments companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 349 company matches
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Investment accounting companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
348 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment accounting companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment accounting companies did RevenueBase find based in the United States?
The saved snapshot records 349 matching company records, 5,858 tracked contacts and 2,792 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment accounting companies by geography
Cite this list
RevenueBase Data Team. Top 25 investment accounting companies based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/investment-accounting-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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
Company intelligence · public preview
Top 25 investment accounting companies based in the United States
RevenueBase records 349 matching company records for investment accounting companies based in the United States, with 5,858 tracked contacts and 2,792 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment accounting companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ss&c EZEadvent.com HQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 879 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ultimus Fund Solutionsultimusfundsolutions.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 574 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | STP Investment Servicesstpis.com HQ: West Chester, PA, United StatesReported employees: 201-500 | West Chester, PA, United States | 201-500 | Exact match | 313 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 312 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 281 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AGM INC IS NOW A Part Of LEE & Associatesagmrealestate.com HQ: Bellevue, WA, United StatesReported employees: Not recorded | Bellevue, WA, United States | Not recorded | Exact match | 250 contacts → |
“AGM's brokerage team is now a part of Lee & Associates.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 220 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fort Washington Investment Advisors, INCfortwashington.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 134 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 115 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Flsv LLPflsv.com HQ: Garden City, NY, United StatesReported employees: 51-200 | Garden City, NY, United States | 51-200 | Exact match | 109 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Asset Vantageassetvantage.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Piedmont Fund Servicespfsglobal.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 84 contacts → |
“Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Akram Assurance, Advisory & TAX Firmaifundservices.com HQ: Cary, NC, United StatesReported employees: 51-200 | Cary, NC, United States | 51-200 | Exact match | 76 contacts → |
“Akram is a trusted adviser to alternative fund managers – the cornerstone of our business.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Standard Metricsstandardmetrics.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 72 contacts → |
“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Strategic Financial Services, INCinveststrategic.com HQ: Utica, NY, United StatesReported employees: 11-50 | Utica, NY, United States | 11-50 | Exact match | 58 contacts → |
“Founded in 1979, Strategic Financial Services is committed to providing our clients with the highest level of service possible.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Fort Pitt Capital Groupfortpittcapital.com HQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 57 contacts → |
“Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Osterweis Capital Managementosterweis.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cortland Capital Market Services LLCalterdomus.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 51 contacts → |
“Cortland Capital Market Services LLC (“Cortland”) was acquired by Alter Domus in 2018.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Burgher Haggardburgherhaggard.com HQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 48 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Compass Rose Asset Management, LPcompassroseam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Compass Rose Asset Management LP” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Revere Securities LLCreveresecurities.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 42 contacts → |
“Revere Securities is a U.S.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Reliant Fund Services, LLCreliantfundservices.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Reliant Fund Services, LLC (“RFS”) provides full administration and accounting solutions to middle-market Private Equity and Venture Capital Funds.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nottinghamnottinghamco.com HQ: Rocky Mount, NC, United StatesReported employees: 51-200 | Rocky Mount, NC, United States | 51-200 | Exact match | 41 contacts → |
“Since 1989, Nottingham has been providing structural and operational solutions for mutual funds, private funds and other pooled investment vehicles including, foundations…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Gryphon Fund Groupgryphongroup.us HQ: Beachwood, OH, United StatesReported employees: 11-50 | Beachwood, OH, United States | 11-50 | Exact match | 40 contacts → |
“Gryphon provides fund administration, accounting, investor reporting, transfer agent, regulatory compliance, and tax services for registered and private investments companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 349 company matches
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Investment accounting companies: dataset insights
September 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
348 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment accounting companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment accounting companies did RevenueBase find based in the United States?
The saved snapshot records 349 matching company records, 5,858 tracked contacts and 2,792 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment accounting companies by geography
Cite this list
RevenueBase Data Team. Top 25 investment accounting companies based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/investment-accounting-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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