Platform Accounting Group
PrivateLast Round
Private Equity
Oct 20, 2026
Total Funding Raised
$440M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Platform Accounting Group is an accounting and advisory services company that acquires and manages a network of boutique accounting firms across the United States.
Sector
FinTech
Verticals
Accounting & Expense, Compliance, Workflow Automation
Business Model
B2B
Customer Profile
Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Platform Accounting Group Comparables
Compare Platform Accounting Group with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Springline Advisory | 87% | |
| Ascend | 82% | |
| Xeinadin Group | 81% |
Platform Accounting Group Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Private Equity | Oct 20, 2026 | ||||
| Private Equity | Feb 6, 2024 |
Platform Accounting Group Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Brightwood Capital Advisors | Private Equity |
| Treville | Private Equity |
| The Cynosure Group | Private Equity |
| Vista Credit Partners | Private Equity |
| Swell Capital Inc. | Private Equity |
| Peery Partners | Private Equity |
| Siguler Guff | Private Equity |
Market signals
Structured signals derived from secondary market and firmographic data.
- Oct 20, 2026
$355M round led by Treville
- Aug 20, 2026
Monthly visitors increased 49% MoM, reaching 3.3K.
Recent news
Latest coverage and updates
- hiresOct 20, 2026
Platform Accounting Group appoints Barry Salzberg to its Board of Directors as part of the financing.
- hiresSep 10, 2026
Platform Accounting Group hired Johanna Nielsen as Chief Financial Officer on Sep 10th '26.
Platform Accounting Group Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Platform Accounting Group's valuation, stock price, and market status.
Is Platform Accounting Group a public or private company?
Platform Accounting Group is a private company.
What is the current stock price of Platform Accounting Group?
Platform Accounting Group is a private company, so its shares have no public market price. Caplight tracks Platform Accounting Group's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Platform Accounting Group worth (valuation)?
Valuation information for Platform Accounting Group is not publicly available.
Can I buy Platform Accounting Group stock?
Platform Accounting Group shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Platform Accounting Group's last funding round?
Platform Accounting Group's most recent funding round was Private Equity on October 20, 2026.
Who are the main investors in Platform Accounting Group?
Key investors in Platform Accounting Group include Treville, The Cynosure Group.
Will Platform Accounting Group IPO soon?
No public IPO plans have been announced for Platform Accounting Group.
How can I track Platform Accounting Group secondary market activity?
Caplight tracks bids, offers, and trades in Platform Accounting Group's shares on secondary markets.