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 operates in FinTech and is based in Holladay, Utah. Its latest recorded funding round was a Private Equity round in October 2026.
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
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% |
For institutional investors. Book with your work email.
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 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
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 |
For institutional investors. Book with your work email.
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.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- receives_financingOct 22, 2026
On Oct 20th '26, Platform Accounting Group receives $355M in strategic growth financing led by Treville Capital Group, with participation from Vista Credit Partners, Siguler Guff, Aquiline, Brightwood Capital Advisors, and The Cynosure Group, to accelerate acquisitions, expand services, and invest in technology and talent in Utah and New York.
- hiresOct 20, 2026
Platform Accounting Group appoints former Deloitte CEO Barry Salzberg to its board of directors as it completes a $355 million strategic growth financing in Utah on Oct 20th '26.
- hiresSep 10, 2026
Platform Accounting Group appoints Johanna Nielsen as Chief Financial Officer in Utah on Sep 10th '26 to oversee financial strategy, capital planning, accounting operations, and long-term growth initiatives.
For institutional investors. Book with your work email.
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.
Book a demoFor institutional investors. Book with your work email.
Frequently 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.