Platform Accounting Group
PrivateLast Round
Private Equity
Feb 6, 2024
Total Funding Raised
$85M
Momentum Score
50 /100
Company Overview
Platform Accounting Group is a financial services company that specializes in acquiring and managing independent accounting firms with a focus on personalized local service and advanced operational strategies to enhance profitability and client relationships.
Sector
FinTech
Verticals
Accounting & Expense, Compliance & Risk, Enterprise Resource Planning
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Platform Accounting Group Comps
Public and private peers based on sector, stage, and business model.
Platform Accounting Group Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Feb 6, 2024 |
Platform Accounting Group Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| The Cynosure Group | Private Equity |
| Peery Partners | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 8, 2026
Wealth management services are now available.
- Apr 1, 2026
Job posting indicates plans to launch wealth management services.
Platform Accounting Group Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Platform Accounting Group's valuation, stock price, and market status.
