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Firm360

Firm360

Private
Raleigh, North CarolinaEnterprise Softwarehttps://www.myfirm360.com/

Company Overview

Firm360 is a business software company that provides an all-in-one practice management platform designed specifically for accounting and CPA firms.

Sector

Enterprise Software

Verticals

Accounting & Expense, Vertical SaaS, Project Management, Document Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

practice management softwareaccounting softwarevertical SaaSCPA firm softwaretime and billingworkflow automationclient portaldocument managementproject managementpractice managementaccounting techaccounting practice managementSaaS platformAI assistant

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Firm360 Comparables

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Firm360 comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Financial Cents
93%
Canopy
91%
Canopy
89%

Firm360 Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Patrick O'Neill

Chief Executive Officer

Executive Team

Jamie Kurtz

Chief Technology Officer

Executive Team

Gonzalo C.

Chief Product Officer, Chief Customer Officer

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 26, 2025

    Grew 42% QoQ, from 12 to 17 employees.

Firm360 Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Firm360 Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Firm360's valuation, stock price, and market status.

Firmographic Details

HeadquartersRaleigh, North Carolina
Employee Range20
Year Founded2019
Last Funding

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