Platform Accounting Group
Accounting for Legal Practices · Utah, United States · 11-50 Employees
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Overview
Headquarters
6510 Millrock Dr 275, Holladay, Utah, 84...Phone Number
(385) 800-1415Website
www.platformag.comRevenue
$31.9 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Platform Accounting Group
Platform is committed to acquiring and running accounting practices with a personalized local approach. Our model provides retiring accounting firm owners with the financial security they have earned, while continuing the one-on-one relationships their clients expect. We grew up working in family practices where relationship matter, and now were using that experience to bring process, heart, and a lot of experience to every transaction. No matter what your goals are, ours will always remain the sameto treat your business like you would.Explore more
Platform Accounting Group Org Chart
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Company Profile Activity
Activity Insights
Platform Accounting Group is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Platform Accounting Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Platform Accounting Group.
Platform Accounting Group financials insights
Gather financial insights about Platform Accounting Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2024
Other Financing Round
$85M
Platform Accounting Group Tech Stack
A closer look at the technologies used by Platform Accounting Group
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Most Recent Scoops
Hiring Plans
Platform Accounting Group has more open roles in Human Resources than it has had at any time in the past 12 months.
Hiring Plans
Promotion
Executive Move
Tyson Chapman has recently been promoted from Chief Operating Officer to the role of President & Chief Operating Officer.
Executive Moves, Promotion
Hiring Plans
Platform Accounting Group has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Core, Ultratax Cs, and QuickBooks. Areas of expertise include: Accounting, Use Tax, Strategy Execution, Player Coach, and Finance.
Hiring Plans
Hiring Plans
Platform Accounting Group has more open roles in Finance than it has had at any time in the past 9 months. Technologies mentioned include: Core, Ultratax Cs, and QuickBooks.
Hiring Plans
Hiring Plans
Hiring Plans
Platform Accounting Group News & Media
Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm
SALT LAKE CITY--(BUSINESS WIRE)--Platform Advisors, the professional services arm of Platform Accounting Group, announced the launch of Platform Wealth Advisors, a national wealth management advisory. With the acquisition of Walpole Financial Advisors based in Goleta, Calif., Platform has launched Platform Wealth Advisors to better serve its current tax and accounting clients in need of trusted wealth advisors. The firm stands apart with a commitment to Evidence-Based Investing™ backed by 50 yePlatform Accounting Group Secures $85 million in Funding Led by Cynosure Group
SALT LAKE CITY--(BUSINESS WIRE)--Platform Accounting Group announced the close of an $85 million minority funding round, led by Cynosure Group. Cynosure Group led the funding round, with continued participation and support from early investors Swell Capital out of Salt Lake City, Utah and Peery Capital out of Palo Alto, Calif. The Utah-based company acquires and supports the operation of boutique professional services firms that are focused on providing tax compliance, attest, outsourced accounPlatform Accounting Group gets $85M funding round
The Utah-based company that invests in and acquires small accounting firms has received an $85 million minority funding round to support its expansion.
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Frequently Asked Questions Regarding Platform Accounting Group
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Platform is committed to acquiring and running accounting practices with a personalized local approach. Our model provides retiring accounting firm owners with the financial security they have earned, while continuing the one-on-one relationships their clients expect. We grew up working in family practices where relationship matter, and now were us... Read More
