

| Revenue | Less than $1 million See Exact Annual Revenue |
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| Employees | 1 - 10Exact Company Size |
| Primary Industry | 541211 Offices of Certified Public Accountants |
| Address | 1 Dock St Suite 201 Stamford, CT 06902 |
| Asset Vantage | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
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| 2025 | Less than $1 million Details in Premium Report | ||
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| Asset Vantage P&L | $ Millions |
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| Trademark | Date |
|---|---|
| ASSET VANTAGE Apparatus for recording, transmission or reproduction of sound and images; Computer software platforms, downloadable, for tracking and managing books of accounts in a general ledger for cash and investment assets and liabilities and tracking investment performance analytics related to such assets and liabilities; Downloadable cloud-computing software for tracking and managing books of accounts in a general ledger for cash and investment assets and liabilities and tracking investment performance analytics related to such assets and liabilities; Downloadable computer software for application and database integration; Downloadable computer software for document management; Downloadable computer software for producing financial models; Downloadable middleware for software application integration; Downloadable mobile applications for tracking and managing books of accounts in a general ledger for cash and investment assets and liabilities and tracking investment performance analytics related to such assets and liabilities; Mobile computing and operating platforms consisting of data transceivers, wireless networks and gateways for collection and management of data; Downloadable accounting software for use in the construction industry for contract bidding and job accounting; Downloadable computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports | 03/17/2022 |
| FINANCIAL CLARITY THRU TECHNOLOGY Software as a service (SAAS) services, namely, hosting software for use by others for use in data aggregation, accounting and performance analysis for high net worth individuals assets and liabilities | 03/12/2018 |
| FINANCIAL NAVIGATOR Prerecorded computer programs relating to management of personal finances | 05/11/1999 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| ERNST & YOUNG INVESTMENT ADVISERS | Secaucus, NJ | 100 |
| KPMG LLP C/O TOTAL REWARDS DEPT | Montvale, NJ | 64 |
| PRICEWATERHOUSECOOPERS | Tampa, FL | 63 |
| DELOITTE | New York, NY | 51 |
| ANALYSIS GROUP | Boston, MA | 23 |
| BDO USA | Chicago, IL | 17 |
| CLIFTONLARSONALLEN | Minneapolis, MN | 15 |
| GRANT THORNTON | Chicago, IL | 12 |
| BEALES BEST | Victoria, TX | 11 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| HUDDLE RESOURCES SERVICES | Stamford, CT | 100 |
| MASOTTI & MASOTTI | Stamford, CT | 23 |
| MARTIN DECRUZE | Stamford, CT | 18 |
| TXP SERVICES | Stamford, CT | 14 |
| KAHAN STEIGER & CO PC 401K | Stamford, CT | 12 |
| TOTILO | Stamford, CT | 11 |
| Company | Revenue ($ MM) |
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