Backed by patient family-office money, this Utah firm partners with small CPA shops across the Intermountain West - and stakes its pitch on the one thing private equity usually takes away: the name on the door.
april is a New York-based fintech that embeds tax filing, planning, and estimation directly into the apps people already use - banks, payroll providers, fintechs, and wealth platforms. Founded in 2021 by Ben Borodach, Daniel Marcous, and Raj Doshi, april built its own AI-powered tax engine and became the first company in over 15 years to earn national e-file coverage. Its white-label, mobile-first product turns tax from a once-a-year chore into a year-round layer of financial decision-making, and it raised a $38M Series B in July 2025 led by QED Investors, bringing total funding to $78M.
Xero is a cloud-based accounting software company founded in Wellington, New Zealand in 2006. It serves more than 4.4 million subscribers - mostly small businesses and the accountants and bookkeepers who advise them - across New Zealand, Australia, the UK, the US and beyond. Xero connects bank feeds, invoicing, payroll, expense tracking and a marketplace of thousands of third-party apps into a single real-time platform, and reported NZ$2.1 billion in revenue in FY25.
Pilot is a San Francisco-based finance back-office for startups and small businesses, combining software with U.S.-based accountants to deliver bookkeeping, tax prep, and CFO services. Founded in 2017 by three MIT friends who had sold two prior startups together, it now serves thousands of venture-backed companies and is backed by Sequoia, Index, and Jeff Bezos.
Every is an all-in-one back-office platform for startup founders, bundling free incorporation, business banking, corporate cards, treasury, payroll, HR, benefits, bookkeeping, and taxes into a single dashboard. Founded in 2021 by Rajeev Behera and Barry Peterson and headquartered in San Francisco, the company raised a $22.5M Series A led by Redpoint Ventures in September 2024 to keep replacing the patchwork of tools that consume founders' time.