- Companies
- Platform Accounting Group
Platform Accounting Group Funding, Investors & Competitors
Platform Accounting Group has raised $440M across 2 funding rounds, most recently a $355M undisclosed-stage round in October 2026.
Last Platform Accounting Group funding round
$355M
Undisclosed stage · Oct 2026
Platform Accounting Group revenue
$216M
Undisclosed stage · Oct 2026
Key investors in Platform Accounting Group
The Cynosure Group
Aquiline Capital Partners
Siguler Guff & Company
Vista Credit Partners
Brightwood Capital Advisors
Peery Partners
Treville Capital Group
About Platform Accounting Group
Platform Accounting Group is a firm delivering accounting, tax advisory, mergers and acquisitions, and business consulting to startups and scale-ups. Services include outsourced CFO functions and compliance for venture-backed companies. Denver-headquartered, it supports tech and SaaS sectors across the United States with audit preparation and international tax strategies.
Founded
2015
HQ
Website
Status
Privately held
Customer focus
B2B
Revenue model
Services
Revenue
$216M (Oct 2026)
Platform Accounting Group Revenue
Platform Accounting Group's latest recorded revenue is $216M, as of its undisclosed-stage round in October 2026.
Platform Accounting Group revenue by funding round
| Date | Revenue * | Stage |
|---|---|---|
| Oct 2026 | $216M | Undisclosed stage |
* Revenue (or ARR) figures are the values recorded alongside each funding round. Typically run-rate revenue at the time of the deal, or a reported LTM (last 12 months) revenue.
Platform Accounting Group Funding History
Platform Accounting Group has raised a total of $440M across 2 funding rounds.
Platform Accounting Group's first fundraising round was a $85M undisclosed-stage round in February 2024. The most recent completed round was a $355M undisclosed-stage round in October 2026.
Platform Accounting Group funding rounds
| Date | Stage | Investors | Raised | Deal Summary |
|---|---|---|---|---|
| Oct 2026 | Undisclosed stage | Treville Capital Group (lead); Siguler Guff & Company; The Cynosure Group; Aquiline Capital Partners; Brightwood Capital Advisors; Vista Credit Partners | $355M | Platform Accounting Group announced a USD 355 million strategic growth financing on 20 October 2026, led by Treville Capital Group, a multi-billion-dollar alternative asset manager. Vista Credit Partners, Siguler Guff, Aquiline Capital Partners and Brightwood Capital Advisors also took part, as did existing backer The Cynosure Group, which had led an USD 85 million minority round in early 2024. The company said it will use the capital to accelerate its acquisition strategy, expand its service offerings and invest in technology and talent, and its founder cited additional flexibility to expand the national footprint. Platform Accounting Group acquires and supports boutique accounting and advisory firms across the United States while preserving the culture of each local office. It was founded in 2015 by Reyes Florez, who serves as chief executive, with Tyson Chapman as president and chief operating officer. The group has completed more than 65 acquisitions, operates through a network of regional offices and specialized advisory practices, and serves more than 50,000 clients. It is based in Salt Lake City and New York. |
| Feb 2024 | Undisclosed stage | The Cynosure Group (lead); Peery Partners | $85M | Platform Accounting Group, a Utah-based company founded in 2015, acquires and supports boutique professional services firms focused on tax compliance, attest, outsourced accounting, ERP consulting, and wealth advisory for individuals and small businesses. It preserves small firm cultures while providing staffing, enterprise-grade technology, processes, and operational support. As of February 2024, it operated 28 offices across the U.S. On February 6, 2024, Platform Accounting Group closed an $85 million minority funding round led by The Cynosure Group, with participation from early investors Swell Capital and Peery Partners. The funds aim to support continued acquisitions of boutique accounting firms, expansion of service offerings, and growth of its footprint. Post-round, the company continued expanding through Platform Business Advisors, its professional services arm. In July 2024, it added B.A. Silver & Co. for restaurant industry expertise. In August 2024, it incorporated Hotel Solutions from College Station, Texas, for hospitality and hotel accounting, growing to more than 30 locally-branded firms. These moves enhance specialized services including specialty tax, wealth management, technology consulting, and industry-specific advisory. CEO Reyes Florez highlighted the challenges smaller accounting firms face without capital, staffing, and support, emphasizing Platform's role in enabling their growth amid industry changes. The model positions Platform to thrive in a fragmented market by scaling local teams with national resources. |
Who has invested in Platform Accounting Group?
7 investors have backed Platform Accounting Group across its funding rounds, including The Cynosure Group, Aquiline Capital Partners, Siguler Guff & Company, Vista Credit Partners, Brightwood Capital Advisors and Peery Partners.
Lead investors include Treville Capital Group and The Cynosure Group.
Platform Accounting Group Investors
| Investor | HQ | Rounds | Role | First check |
|---|---|---|---|---|
| 2 | Lead | Feb 2024 | ||
| 1 | Participant | Oct 2026 | ||
| 1 | Participant | Feb 2024 | ||
| 1 | Lead | Oct 2026 | ||
| 1 | Participant | Oct 2026 | ||
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Benchmark 350K+ Funding Rounds and Disclosed VC Valuation Multiples
Sign up to see data on 350K+ funding rounds and disclosed revenue and EBITDA valuation multiples, from seed, through growth stage, to pre-IPO.
Start Free TrialPlatform Accounting Group Competitors
Platform Accounting Group competitors include listed companies like Andersen Group, Accenture, HCLTech and Experian, and private ones like Ryan and 2CGroup.
| Company | HQ | Status | Revenue | EBITDA | Valuation | Revenue Multiple |
|---|---|---|---|---|---|---|
| Private | - | - | $7B | - | ||
| Publicly listed | $839M | ($121M) | $1.3B | 2.4x | ||
| Private | $21M | - | $52M | 2.5x | ||
| Publicly listed | $74B | $13B | $154B | 2.1x | ||
| Publicly listed | $14B | $2.7B | $41B | 2.7x | ||
| Publicly listed | $8.4B | $3B | $36B | 4.7x |
Platform Accounting Group Public Comps
Platform Accounting Group is still privately-owned, but its public comps include Accenture, HCLTech, Experian, Cognizant, Verisk Analytics, Capgemini, Equifax, Nomura Research Institute, Leidos and UL Solutions.
| Last FY | EV/Revenue | EV/EBITDA | ||||||
|---|---|---|---|---|---|---|---|---|
| Revenue | EBITDA | Last FY | LTM | 2027E | Last FY | LTM | 2027E | |
| $74B | $13B | 2.1x | 2.1x | 12.4x | 11.0x | |||
| $14B | $2.7B | 2.8x | 2.7x | 14.4x | 12.9x | |||
| $8.4B | $3B | 4.9x | 4.7x | 13.7x | 13.0x | |||
| $21B | $4B | 1.4x | 1.3x | 7.5x | 7.2x | |||
| $3.1B | $1.7B | 9.9x | 9.5x | 18.2x | 16.8x | |||
| $25B | $3.3B | 1.3x | 1.2x | 9.8x | 7.8x | |||
| $6.1B | $1.8B | 4.5x | 4.2x | 15.0x | 13.1x | |||
| $5.2B | $693M | 4.0x | 3.9x | 29.9x | 18.0x | |||
This data is available for Pro users. Sign up to see all Platform Accounting Group competitors and their valuation data. Start Free Trial | ||||||||
Common questions about Platform Accounting Group
| When was Platform Accounting Group founded? | Platform Accounting Group was founded in 2015. |
| Where is Platform Accounting Group headquartered? | Platform Accounting Group is headquartered in Salt Lake City, UT, United States. |
| Is Platform Accounting Group publicly listed? | No, Platform Accounting Group is a private, VC-backed company. |
| How much funding has Platform Accounting Group raised? | Platform Accounting Group has raised $440M across 2 funding rounds. |
| What was Platform Accounting Group's last funding round? | Platform Accounting Group's last funding round was a $355M undisclosed-stage round in October 2026, led by Treville Capital Group. |
| Who are Platform Accounting Group's investors? | Platform Accounting Group's investors include The Cynosure Group, Siguler Guff & Company, Peery Partners, Treville Capital Group, Aquiline Capital Partners, Brightwood Capital Advisors and Vista Credit Partners. |
| What is Platform Accounting Group's revenue? | Platform Accounting Group's latest recorded revenue is $216M (October 2026). |
| Which companies are comparable to Platform Accounting Group? | Companies comparable to Platform Accounting Group include Ryan, Andersen Group, 2CGroup, Accenture, HCLTech and Experian. |
See companies similar to Platform Accounting Group
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