FundedIQ
Financial Services

Platform Accounting Group: Funding, Investors & Team (Nov 2026)

Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services

platformag.com LinkedIn Salt Lake City, United States 251-500 employees Founded 2015
Accounting Advice Consulting Financial Services B2B
Total raised
$440M
Rounds
2
Latest
Private Equity
Oct 2026

Platform Accounting Group has raised $440M across 2 funding rounds on record, the most recent a Private Equity of $355M announced in Oct 2026.

That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.

Platform Accounting Group Company Profile and Key Stats

Total funding raised
$440M
across 2 rounds on record
Funding rounds on record
2
Latest funding round
Private Equity
$355M in Oct 2026
Employees
251-500
reported band
Founded
2015
Headquarters
Salt Lake City, United States
Investors on record
7
5 named below

Latest funding round on record: Oct 2026.

Platform Accounting Group Funding Rounds

Date
Round
Amount
Private Equity
$355M
Undisclosed round
$85.0M

Platform Accounting Group raised $85.0M in an undisclosed round announced in Feb 2024.

2.7 years later, a Private Equity of $355M was announced in Oct 2026.

Platform Accounting Group Investors

Siguler Guff & Company Aquiline Capital Partners Brightwood Capital Advisors The Cynosure Group Treville Capital Group

7 investors are recorded in total; the 5 named above are those the record identifies.

Platform Accounting Group Founders and Leadership Team

Name
Role
Contact
Natalee Harris
Founder of Platform Accounting Group | Managing Director Platform Tax SLC
Locked
Kristin Porter
Executive Assistant to Chief Executive Officer
Locked
Reyes Florez
Founder
Locked

Contact details for the Platform Accounting Group team: 2 of 3 have an email address on file, 2 have a LinkedIn profile.

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Platform Accounting Group Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

Platform Accounting Group's latest round of $355M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.

Funded Startups Like Platform Accounting Group in Financial Services and Salt Lake City

Companies Similar to Platform Accounting Group

Platform Accounting Group Funding FAQs

What does Platform Accounting Group do?

Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services

How much funding has Platform Accounting Group raised?

Platform Accounting Group has raised $440M across 2 rounds on record. The most recent is a Private Equity of $355M announced in Oct 2026.

When did Platform Accounting Group last raise funding?

Platform Accounting Group's most recent funding round on record is a Private Equity of $355M, announced in Oct 2026.

Who has invested in Platform Accounting Group?

Investors on record for Platform Accounting Group include Siguler Guff & Company, Aquiline Capital Partners, Brightwood Capital Advisors, The Cynosure Group, Treville Capital Group. FundedIQ records 7 investors in total.

Who founded Platform Accounting Group?

FundedIQ lists Natalee Harris (Founder of Platform Accounting Group | Managing Director Platform Tax SLC), Reyes Florez (Founder) at Platform Accounting Group.

Who is the CEO of Platform Accounting Group?

Kristin Porter is listed as Executive Assistant to Chief Executive Officer at Platform Accounting Group.

Where is Platform Accounting Group headquartered?

Platform Accounting Group is based in Salt Lake City, Utah, United States.

How many employees does Platform Accounting Group have?

Platform Accounting Group is in the 251-500 employee band.

When was Platform Accounting Group founded?

Platform Accounting Group was founded in 2015.

How does Platform Accounting Group's funding compare to other Financial Services startups?

Platform Accounting Group's latest round of $355M is above the $15M median round size for Financial Services companies on FundedIQ across 5,756 tracked companies over the last two years.

About FundedIQ's Platform Accounting Group Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Platform Accounting Group is left off this page rather than filled in.

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