Company lists · Data refreshed September 2026
Top 25 Outsourced financial services based in New York, United States
RevenueBase identified 111 outsourced financial services headquartered in New York, United States as of September 2026 and tracks 1,831 professional contacts across them, including 571 with verified work emails. New York is the largest hub.
This list covers outsourced financial services headquartered in New York, 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 21, 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 outsourced financial services based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 397 contacts → | ||||
Partial evidence “Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 339 contacts → | ||||
Partial evidence “OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 155 contacts → | ||||
Partial evidence “Accounting Outsourcing to Drive Growth for Global CPA Firms & MNCs.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 123 contacts → | ||||
Indirect evidence “We help great entrepreneurs build great companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 92 contacts → | ||||
Indirect evidence “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 88 contacts → | ||||
Partial evidence “Consero Global Acquires BTQ Financial, Expanding Its Reach to the Non-Profit World With a Leading Provider of Finance as a Service to the Sector.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 64 contacts → | ||||
Indirect evidence “Our accounting team utilizes online technology to help scale up your business by managing your Bookkeeping and Accounting, with a personalized touch.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 62 contacts → | ||||
Partial evidence “Welcome to CRSP Connect, your trusted partner in outsourcing and offshore staffing solutions, tailored for Certified Public Accountants, Enrolled Agents, accounting firms, and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 58 contacts → | ||||
Indirect evidence “We take the complication out of any business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 contacts → | ||||
Strong evidence “The CFO Squad is a financial and business consulting firm providing consulting and outsourced CFO services for companies in a wide range of businesses and industries.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 23 contacts → | ||||
Indirect evidence “We help great businesses get their Finance & Accounting in order.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 19 contacts → | ||||
Indirect evidence “There's a reason so many people are choosing to scuttle their billing departments and move to a virtual bookkeeping solution: it's more efficient and cost effective.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 18 contacts → | ||||
Partial evidence “Compass CFO Solutions is a leading provider of Outsourced CFO services to RIA and wealth management firms.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 16 contacts → | ||||
Partial evidence “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “Fractional CFO and outsourced bookkeeping and controller services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence “At Hammock, we believe entrepreneurs and business owners prefer finance services that are simple, insightful, and supported by data.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Partial evidence “At AJOY, we believe accounting, tax preparation, payroll and financial management don’t have to be a hassle.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Partial evidence “Empowering Your Business with Strategic Financial Management At Precise MGMT, we specialize in providing fractional CFO and comprehensive bookkeeping services tailored to your…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “FinanceplusUSA is WPP’s internal Financial Shared Service organization, providing transactional back-office financial services to WPP companies in the US.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Drive your business with strategic and analytical fractional CFO Services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 contacts → | ||||
Partial evidence “Quant Solutions is here to manage the day-to-day financial operations for your business.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Indirect evidence “Helping clients solve their toughest issues.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Partial evidence “KCP Consulting LLC offers outsourced CFO and strategic sell-side advisory services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Indirect evidence “When we take on a client, we provide them with a full-service, dedicated to their unique “big picture.” With expertise and a genuine love and respect for numbers, we take it all…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Indirect evidence “At Finanzeal Solutions, LLC, we specialize in providing top-notch accounting, bookkeeping, and fractional CFO services tailored for small businesses, startups, and non-profits.” Source: RevenueBase Database · checked Sep 21, 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: outsourced financial services. 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 outsourced financial services.
- Partial evidence
- Its own public description names part of outsourced financial services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name outsourced financial services. 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 111 outsourced financial services based in New York, United States
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Outsourced financial services based in New York, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 111 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 outsourced financial services, 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 New York, United States whose own description of what they do matches “outsourced financial services”. 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 outsourced financial services), 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 outsourced financial services, and records with no verified work email. Companies headquartered outside New York 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, 571 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 21, 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.
Outsourced financial services by metro in the United States
- Outsourced financial services in New York111
- Outsourced financial services in Houston65
- Outsourced financial services in Los Angeles64
- Outsourced financial services in Austin53
- Outsourced financial services in Atlanta41
- Outsourced financial services in Denver40
- Outsourced financial services in Chicago37
- Outsourced financial services in Dallas36
- Outsourced financial services in Miami35
- Outsourced financial services in San Francisco33
- Outsourced financial services in San Diego31
- Outsourced financial services in Washington26
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 outsourced financial services, 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 outsourced financial services are there based in New York, United States?
RevenueBase identified 111 outsourced financial services headquartered in New York, 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?
Outsource Partners International Alumni, headquartered in New York, tops this list with the largest team on record.
Which city has the most outsourced financial services?
New York leads with 111 headquartered companies, followed by Houston (65) and Los Angeles (64).
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 571 verified decision-maker contacts tracked across these 111 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 21, 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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