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EisnerAmper

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uuid00003p9

Namestring
EisnerAmper
Legal namestring
EisnerAmper LLP and Eisner Advisory Group LLC
Websiteurl
eisneramper.com
Company typeenum
Private
Founded yearint
1963
Descriptiontext

EisnerAmper is a New York-headquartered full-service business advisory and accounting firm organized as an alternative practice structure, with EisnerAmper LLP providing licensed attest services (audit, SOC) and Eisner Advisory Group LLC delivering tax and business consulting. Founded in 1963 and operating as a private, PE-backed firm since TowerBrook Capital Partners' August 2021 investment, the firm reports ~4,700 colleagues and 475+ partners across 15+ U.S. cities plus owned offices in Luxembourg, London, and a ~900-person Global Capacity Centre in India. It is currently ranked the 13th largest U.S. accounting firm (March 2026), with disclosed revenue of $1.2B and a stated target to double to $2.4B over the next 3+ years.

The firm delivers five core service lines — Assurance (audit and SOC services), Tax (federal, international, private client, state and local, controversy), Advisory (AI consulting, risk, strategy and transformation, financial advisory, CFO advisory including a dedicated Energy Sector practice, government advisory, workforce solutions), Outsourcing (finance and accounting, technology and AI, growth and marketing, HR), and Wealth Management (Prosperity sub-brand plus retirement plan administration) — to enterprise and middle-market clients across 20+ industry verticals including financial services, real estate, healthcare, manufacturing, government, technology, cannabis, and restaurants. Underlying technology includes the co-developed EisnerAI Audit Design Agent (built natively on Microsoft Foundry), the EisnerAmper Investor Portal, the Next Gen Fund Solutions Practice, and ecosystem partnerships with Workday, Intuit, and Sage Intacct.

Revenue is generated through engagement-based professional services and recurring managed services (outsourcing, fund administration, wealth management), with pricing not publicly disclosed and proposals submitted via RFP. Distribution is partner-led across the U.S. office network, supplemented by the India GCC, Allinial Global membership, technology partnerships, and inbound RFP/contact channels. The firm's growth engine combines aggressive M&A (15+ acquisitions since 2019), organic partner promotions (record 23 in 2024), institutional capital from the March 2026 TowerBrook/Carlyle AlpInvest/Hamilton Lane continuation vehicle, and geographic and AI-driven product expansion.

Short descriptiontext

EisnerAmper is a New York-headquartered, PE-backed full-service advisory and accounting firm serving enterprise and middle-market clients across 20+ industries with assurance, tax, advisory, outsourcing, and wealth management services, supported by a ~900-person India Global Capacity Centre and proprietary AI audit tooling co-developed with Microsoft.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1,001–5,000
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices16 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
audit and assurance services, tax advisory services, management consulting, outsourced accounting services, wealth management services
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Services-Engineering, Accounting, Research, Management8700
Product category
Professional Services (Audit, Tax, Advisory, Outsourcing)
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model5 records
1Assurance Services
TypeProfessional Services
Description

Audit, SOC, and attest services provided by EisnerAmper LLP (licensed independent CPA firm). Includes Financial & Corporate Audit Solutions, SOC Services, and Employee Benefit Plan audits (401K, ERISA, 403(b), Form 11-K). Project-based professional services fees.

eisneramper.com
2Tax Services
TypeProfessional Services
Description

Federal, international, state & local, private client, and tax controversy/dispute resolution services. Includes year-end tax planning webinars, tax guide publications, and NJEDA Agreed-Upon Procedures engagements. Mix of recurring compliance and one-time advisory work.

eisneramper.com
3Advisory & Consulting
TypeProfessional Services
Description

Risk advisory, strategy & transformation, financial advisory (bankruptcy, corporate finance, forensic/litigation/valuation, transactions), CFO advisory, government advisory, AI consulting, and workforce solutions. Project-based and recurring engagement fees.

eisneramper.com
4Outsourced Finance, Accounting, IT, HR, and Fund Administration
TypeManaged Services
Description

Recurring managed services including outsourced accounting, CFO services, fund accounting/administration, managed IT, cybersecurity, virtual CIO, HR advisory, and growth/marketing services. Most recurring/managed-services stream.

eisneramper.com
5Wealth Management
TypeSubscription Recurring
Description

Holistic wealth management delivered via Prosperity (an EisnerAmper company) and corporate benefits/retirement plan administration. Recurring asset/fee-based and advisory revenue.

eisneramper.com
Marketing channels8 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Custom engagement-based pricing for assurance, tax, advisory, and outsourcing services
ModelOther
Notes

Pricing is not publicly disclosed. Clients request proposals via the 'Submit RFP' form on the company website. Fees vary by service line, scope, and complexity.

eisneramper.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 4 records shown
1Prosperity - An EisnerAmper Company
Description

Holistic wealth management offering for successful individuals, owners of closely held businesses, and families, operated as a dedicated sub-brand under the EisnerAmper umbrella.

eisneramper.com
+3 more records
Core offering1 text field

EisnerAmper is a full-service global business advisory and accounting firm providing assurance (audit and SOC), tax, advisory, and outsourced finance/accounting/IT/HR/fund administration services to enterprises, funds, and high-net-worth individuals across 20+ industries. The firm also delivers wealth management through its Prosperity sub-brand and operates tech-enabled service platforms including the EisnerAI Audit Design Agent built on Microsoft Foundry and the EisnerAmper Investor Portal for fund clients.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

EisnerAmper operates as a multi-service professional services platform rather than a single unified product, organized around four core service lines — Assurance, Tax, Advisory, and Outsourcing — plus a Wealth Management arm delivered in part through the Prosperity sub-brand. The Assurance line is anchored by Audit Services and SOC Services; Tax covers Federal, International, Private Client, State & Local, and Tax Controversy & Dispute Resolution; Advisory spans AI, Risk Advisory, Strategy & Transformation, Financial Advisory, CFO Advisory (including a dedicated Energy Sector offering), Government Advisory, Workforce & People Solutions, Financial Management & Disbursements, and Settlement Administration; Outsourcing covers Finance & Accounting, Technology & AI (boosted by the Fernway Solutions acquisition), Growth & Marketing (including EA Growth Solutions and MLCworks), HR, and Outsourced Industry Operations. Overlaid on this service portfolio are three standalone technology and practice offerings: the EisnerAI Audit Design Agent (an AI-powered assurance platform built natively on Microsoft Foundry), the EisnerAmper Investor Portal, and the EisnerAmper Fund Solutions Practice that bundles the Portal with CFO/controller and fund accounting services for hedge, PE, and VC clients. Acquired brands (MLCworks, Fernway Solutions) and merged firms (Tidwell Group, Prague & Company, Krost CPAs, HDA Accounting Group, Lurie LLP, Bolotin Financial Group, KLG Business Valuators) plug into these lines as sub-brands and capacity adds.

Product and service10 records
1Assurance Services (Audit and SOC)
CategoryAssurance Services
Description

Independent assurance services comprising Audit Services and System & Organization Controls (SOC) reporting for public companies, financial institutions, private enterprises, and employee benefit plans. Audit Services covers financial statement audits and integrated audit work; SOC Services delivers SOC 1, SOC 2, SOC 3, and related readiness and attestation engagements.

2Tax Services
CategoryTax Services
Description

Multi-disciplinary tax practice covering Federal Tax, International Tax, Private Client services, State & Local Tax, and Tax Controversy & Dispute Resolution. Supports compliance, planning, cross-border structuring, and IRS/state audit defense for individuals and entities.

3Advisory Services
CategoryAdvisory Services
Description

Broad advisory portfolio spanning AI Consulting, Risk Advisory, Strategy & Transformation, Financial Advisory (bankruptcy, corporate finance, forensic/litigation/valuation, transactions), CFO Advisory (including a dedicated Energy Sector CFO Advisory practice), Government Advisory, Workforce & People Solutions, Financial Management & Disbursements, and Settlement Administration.

4Outsourcing Services
CategoryOutsourcing Services
Description

End-to-end outsourced operations across Finance & Accounting, Technology & AI (including NetSuite consulting via Fernway Solutions), Growth & Marketing (including EA Growth Solutions and MLCworks), HR, and Outsourced Industry Operations. Delivered as dedicated managed services engagements.

5Wealth Management Services
CategoryWealth Management
Description

Wealth Management practice comprising Corporate Benefits Plan advisory, Retirement Plan Administration & Consulting, and the Prosperity sub-brand serving the mass affluent. Combines investment advisory, financial planning, and corporate retirement services for individuals, closely held business owners, and families.

6EisnerAI Audit Design Agent
CategoryStandalone Technology Product
Description

AI-powered assurance platform co-developed with Microsoft and built natively on Microsoft Foundry. Deploys AI agents to modernize audit processes, rapidly synthesize information across systems, identify key patterns, and enhance risk assessment and accuracy for assurance engagements.

7EisnerAmper Investor Portal
CategoryStandalone Technology Product
Description

Digital platform launched February 9, 2026 as part of the Fund Solutions Practice. Provides hedge, PE, and VC fund clients with guided subscription workflows, integrated e-signatures, investor-uploaded support documentation, built-in KYC/AML checks, dashboards, document storage, secure communications, and performance reporting.

8EisnerAmper Fund Solutions Practice
CategoryStandalone Service Offering
Description

Dedicated practice launched February 9, 2026 serving hedge fund, private equity, and venture capital managers with outsourced CFO/controller services, in-house fund accounting, and the EisnerAmper Investor Portal. Operates alongside EisnerAmper Luxembourg S.à r.l. for European fund clients.

9Energy Sector CFO Advisory
CategoryAdvisory Services
Description

Dedicated CFO Advisory practice focused on the energy sector, serving oil and gas operators, midstream, downstream, power and utilities, renewables, and alternative energy clients. Led by energy-sector specialists and launched October 30, 2024.

10Prosperity Wealth Management
CategoryWealth Management Sub-brand
Description

Mass-affluent wealth management sub-brand of EisnerAmper's Wealth Management practice. Bolotin Financial Group combined into Prosperity in September 2025 to scale investment advisory capacity; together managing approximately $4 billion in assets for successful individuals, closely held business owners, and families.

Scale indicator12 records

Each record includes

Type, Value, Description, Source

Partnership15 partners
1KLG Business Valuators & Forensic Accountants
Strategic tierFlagshipTypeStrategic or Co-development PartnerAnnounced on2026-04-15
Description

Strategic combination to expand forensic accounting, business valuation, litigation support, and expert witness capabilities. KLG, founded 1980 and headquartered in Melville, NY, was courted by multiple major firms before selecting EisnerAmper. Expected to close May 2026.

natlawreview.com
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-03-17
Description

Calabasas, CA-based advisory firm providing tax and outsourced accounting services to independent restaurants across the U.S., with LA concentration. Adds 60 employees to EisnerAmper and enhances the firm's restaurant advisory practice.

Strategic tierFlagshipTypeTechnology or IntegrationAnnounced on2026-03-09
Description

Collaboration to create the EisnerAI Audit Design Agent, an AI-powered assurance platform built on Microsoft Foundry, announced March 9, 2026. Designed to modernize audits, improve efficiency, and enhance risk assessment and accuracy.

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2026-02-03
Description

Joint webinar series and embedded AI features; EisnerAmper and Workday co-hosted webinar on AI reshaping finance functions and ERP transformation for emerging and mid-market organizations. Workday's customer reported a 50% reduction in external audit time.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-01-15
Description

Digital marketing and growth advisory firm based in Metairie, Louisiana. Adds expertise in strategic planning, brand development, media strategy, digital advertising, and online reputation management.

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2025-10-28
Description

Partnering on Intuit Accountant Suite and Intuit Intelligence platforms; EisnerAmper among major firms beta testing AI-native platforms with over 1,100 firms to help scale operations.

7Jack Azagury (Chair of the Board, Eisner Advisory Group)
Strategic tierFlagshipTypeOthersAnnounced on2025-10-27
Description

Background includes senior leadership roles at Accenture and advisory positions with TowerBrook Capital Partners. Appointed chair of the board of Eisner Advisory Group LLC.

prnewswire.com
Strategic tierFlagshipTypeStrategic or Co-development PartnerAnnounced on2025-10-21
Description

Acquisition of San Francisco-based Fernway Solutions (founded 2018) with cross-border expertise. Brought over 40 professionals and offices in San Francisco, Boston, London, and Bangalore to strengthen global advisory services.

Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-09-18
Description

Boston-based wealth management firm (with Florida offices) focused on healthcare sector clients; joined Prosperity, an EisnerAmper company.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-04-01
Description

Massachusetts-based CPA firm merged with EisnerAmper to expand presence in the New England region and deepen expertise in trusts, estates, foundations, and private equity sectors.

Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2025-01-09
Description

Colorado-based accounting group that combined with EisnerAmper to expand its regional presence.

Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2024-08-20
Description

Pasadena, CA-based firm combined with EisnerAmper.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2024-03-28
Description

Decision to merge practices, enhancing capabilities and service offerings. Tidwell Group's Director John Newkirk (now at EisnerAmper) brought affordable housing practice expertise.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2022-08-15
Description

Minneapolis-based accounting and advisory firm that joined EisnerAmper (closed September 2022). Expanded Midwest presence and strengthened service offerings across various industries.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Member of Allinial Global, an association of legally independent firms; supports EisnerAmper's international reach and global delivery capabilities.

Recent move10 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight7 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Top-10 U.S. accounting and advisory firm offering audit, tax, and advisory services to middle-market clients across similar industry verticals. Direct competitor for enterprise assurance, tax, and advisory engagements.

TypeDirect peer
Description

Top-5 U.S. accounting firm with a strong middle-market focus on audit, tax, and consulting services. Closely comparable in scale, PE-backed growth strategy, and industry-vertical specialization.

TypeDirect peer
Description

Top-6 U.S. accounting firm providing audit, tax, and advisory services with similar industry coverage and PE-style growth ambition. Direct competitor for mid-market and enterprise clients.

TypeDirect peer
Description

Top-10 U.S. public accounting firm with comparable service lines (audit, tax, advisory, consulting) and a similar PE-influenced growth posture. Direct competitor for middle-market and enterprise engagements.

TypeDirect peer
Description

Top-10 U.S. accounting and advisory firm with parallel industry verticals (financial services, real estate, manufacturing, government) and similar PE-backed M&A growth strategy.

TypeDirect peer
Description

Top-20 U.S. accounting firm with comparable size, middle-market focus, technology advisory practice, and an active acquisition-driven growth strategy.

TypeDirect peer
Description

Top-15 U.S. accounting and business advisory firm serving middle-market companies with comparable industry-specialized service lines and similar partner-led delivery model.

TypeDirect peer
Description

Top-20 U.S. accounting firm (and the result of its own aggressive merger of legacy firms). Comparable in scale, audit/tax/advisory mix, and PE-influenced growth playbook.

TypeDirect peer
Description

Top-10 U.S. accounting firm formed via merger with comparable service breadth across audit, tax, advisory, and outsourced services for middle-market clients.

TypeBroad incumbent
Description

One of the Big 4 global advisory firms with significantly larger scale and broader service portfolio. Competes with EisnerAmper for large enterprise audit, advisory, and tax engagements but at a different scale and pricing tier.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers10 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment8 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile6 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI capability10 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles13 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries13 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds4 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors2 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A16 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

EisnerAmper

Professional Services (Audit, Tax, Advisory, Outsourcing)eisneramper.com

EisnerAmper is a New York-headquartered, PE-backed full-service advisory and accounting firm serving enterprise and middle-market clients across 20+ industries with assurance, tax, advisory, outsourcing, and wealth management services, supported by a ~900-person India Global Capacity Centre and proprietary AI audit tooling co-developed with Microsoft.

What EisnerAmper does

EisnerAmper is a New York-headquartered full-service business advisory and accounting firm organized as an alternative practice structure, with EisnerAmper LLP providing licensed attest services (audit, SOC) and Eisner Advisory Group LLC delivering tax and business consulting. Founded in 1963 and operating as a private, PE-backed firm since TowerBrook Capital Partners' August 2021 investment, the firm reports ~4,700 colleagues and 475+ partners across 15+ U.S. cities plus owned offices in Luxembourg, London, and a ~900-person Global Capacity Centre in India. It is currently ranked the 13th largest U.S. accounting firm (March 2026), with disclosed revenue of $1.2B and a stated target to double to $2.4B over the next 3+ years.

The firm delivers five core service lines — Assurance (audit and SOC services), Tax (federal, international, private client, state and local, controversy), Advisory (AI consulting, risk, strategy and transformation, financial advisory, CFO advisory including a dedicated Energy Sector practice, government advisory, workforce solutions), Outsourcing (finance and accounting, technology and AI, growth and marketing, HR), and Wealth Management (Prosperity sub-brand plus retirement plan administration) — to enterprise and middle-market clients across 20+ industry verticals including financial services, real estate, healthcare, manufacturing, government, technology, cannabis, and restaurants. Underlying technology includes the co-developed EisnerAI Audit Design Agent (built natively on Microsoft Foundry), the EisnerAmper Investor Portal, the Next Gen Fund Solutions Practice, and ecosystem partnerships with Workday, Intuit, and Sage Intacct.

Revenue is generated through engagement-based professional services and recurring managed services (outsourcing, fund administration, wealth management), with pricing not publicly disclosed and proposals submitted via RFP. Distribution is partner-led across the U.S. office network, supplemented by the India GCC, Allinial Global membership, technology partnerships, and inbound RFP/contact channels. The firm's growth engine combines aggressive M&A (15+ acquisitions since 2019), organic partner promotions (record 23 in 2024), institutional capital from the March 2026 TowerBrook/Carlyle AlpInvest/Hamilton Lane continuation vehicle, and geographic and AI-driven product expansion.

EisnerAmper firmographics

Firmographics
Name
EisnerAmper
Legal name
EisnerAmper LLP and Eisner Advisory Group LLC
Website
https://eisneramper.com
Company type
Private
Founded year
1963
Operating status
Operating
Headcount range
1,001–5,000 employees
Short description
EisnerAmper is a New York-headquartered, PE-backed full-service advisory and accounting firm serving enterprise and middle-market clients across 20+ industries with assurance, tax, advisory, outsourcing, and wealth management services, supported by a ~900-person India Global Capacity Centre and proprietary AI audit tooling co-developed with Microsoft.
Ownership category
akta.pro rank

Where EisnerAmper is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices16 records

Markets served

EisnerAmper business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Assurance Services: Audit, SOC, and attest services provided by EisnerAmper LLP (licensed independent CPA firm). Includes Financial & Corporate Audit Solutions, SOC Services, and Employee Benefit Plan audits (401K, ERISA, 403(b), Form 11-K). Project-based professional services fees.
  2. Tax Services: Federal, international, state & local, private client, and tax controversy/dispute resolution services. Includes year-end tax planning webinars, tax guide publications, and NJEDA Agreed-Upon Procedures engagements. Mix of recurring compliance and one-time advisory work.
  3. Advisory & Consulting: Risk advisory, strategy & transformation, financial advisory (bankruptcy, corporate finance, forensic/litigation/valuation, transactions), CFO advisory, government advisory, AI consulting, and workforce solutions. Project-based and recurring engagement fees.
  4. Outsourced Finance, Accounting, IT, HR, and Fund Administration: Recurring managed services including outsourced accounting, CFO services, fund accounting/administration, managed IT, cybersecurity, virtual CIO, HR advisory, and growth/marketing services. Most recurring/managed-services stream.
  5. Wealth Management: Holistic wealth management delivered via Prosperity (an EisnerAmper company) and corporate benefits/retirement plan administration. Recurring asset/fee-based and advisory revenue.

Pricing tiers

ModelBillingPrice
Other—Custom engagement-based pricing for assurance, tax, advisory, and outsourcing services

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

EisnerAmper product offering

Product offering

Core offering

EisnerAmper is a full-service global business advisory and accounting firm providing assurance (audit and SOC), tax, advisory, and outsourced finance/accounting/IT/HR/fund administration services to enterprises, funds, and high-net-worth individuals across 20+ industries. The firm also delivers wealth management through its Prosperity sub-brand and operates tech-enabled service platforms including the EisnerAI Audit Design Agent built on Microsoft Foundry and the EisnerAmper Investor Portal for fund clients.

Product overview

EisnerAmper operates as a multi-service professional services platform rather than a single unified product, organized around four core service lines — Assurance, Tax, Advisory, and Outsourcing — plus a Wealth Management arm delivered in part through the Prosperity sub-brand. The Assurance line is anchored by Audit Services and SOC Services; Tax covers Federal, International, Private Client, State & Local, and Tax Controversy & Dispute Resolution; Advisory spans AI, Risk Advisory, Strategy & Transformation, Financial Advisory, CFO Advisory (including a dedicated Energy Sector offering), Government Advisory, Workforce & People Solutions, Financial Management & Disbursements, and Settlement Administration; Outsourcing covers Finance & Accounting, Technology & AI (boosted by the Fernway Solutions acquisition), Growth & Marketing (including EA Growth Solutions and MLCworks), HR, and Outsourced Industry Operations. Overlaid on this service portfolio are three standalone technology and practice offerings: the EisnerAI Audit Design Agent (an AI-powered assurance platform built natively on Microsoft Foundry), the EisnerAmper Investor Portal, and the EisnerAmper Fund Solutions Practice that bundles the Portal with CFO/controller and fund accounting services for hedge, PE, and VC clients. Acquired brands (MLCworks, Fernway Solutions) and merged firms (Tidwell Group, Prague & Company, Krost CPAs, HDA Accounting Group, Lurie LLP, Bolotin Financial Group, KLG Business Valuators) plug into these lines as sub-brands and capacity adds.

Differentiator

Problem solved

Functional benefit

Brands

  • Prosperity - An EisnerAmper Company: Holistic wealth management offering for successful individuals, owners of closely held businesses, and families, operated as a dedicated sub-brand under the EisnerAmper umbrella.
  • Eisner Advisory Group
  • EisnerAI Audit Design Agent
  • EisnerAmper Investor Portal

Products and services

  • Assurance Services (Audit and SOC) Independent assurance services comprising Audit Services and System & Organization Controls (SOC) reporting for public companies, financial institutions, private enterprises, and employee benefit plans. Audit Services covers financial statement audits and integrated audit work; SOC Services delivers SOC 1, SOC 2, SOC 3, and related readiness and attestation engagements.
  • Tax Services Multi-disciplinary tax practice covering Federal Tax, International Tax, Private Client services, State & Local Tax, and Tax Controversy & Dispute Resolution. Supports compliance, planning, cross-border structuring, and IRS/state audit defense for individuals and entities.
  • Advisory Services Broad advisory portfolio spanning AI Consulting, Risk Advisory, Strategy & Transformation, Financial Advisory (bankruptcy, corporate finance, forensic/litigation/valuation, transactions), CFO Advisory (including a dedicated Energy Sector CFO Advisory practice), Government Advisory, Workforce & People Solutions, Financial Management & Disbursements, and Settlement Administration.
  • Outsourcing Services End-to-end outsourced operations across Finance & Accounting, Technology & AI (including NetSuite consulting via Fernway Solutions), Growth & Marketing (including EA Growth Solutions and MLCworks), HR, and Outsourced Industry Operations. Delivered as dedicated managed services engagements.
  • Wealth Management Services Wealth Management practice comprising Corporate Benefits Plan advisory, Retirement Plan Administration & Consulting, and the Prosperity sub-brand serving the mass affluent. Combines investment advisory, financial planning, and corporate retirement services for individuals, closely held business owners, and families.
  • EisnerAI Audit Design Agent AI-powered assurance platform co-developed with Microsoft and built natively on Microsoft Foundry. Deploys AI agents to modernize audit processes, rapidly synthesize information across systems, identify key patterns, and enhance risk assessment and accuracy for assurance engagements.
  • EisnerAmper Investor Portal Digital platform launched February 9, 2026 as part of the Fund Solutions Practice. Provides hedge, PE, and VC fund clients with guided subscription workflows, integrated e-signatures, investor-uploaded support documentation, built-in KYC/AML checks, dashboards, document storage, secure communications, and performance reporting.
  • EisnerAmper Fund Solutions Practice Dedicated practice launched February 9, 2026 serving hedge fund, private equity, and venture capital managers with outsourced CFO/controller services, in-house fund accounting, and the EisnerAmper Investor Portal. Operates alongside EisnerAmper Luxembourg S.à r.l. for European fund clients.
  • Energy Sector CFO Advisory Dedicated CFO Advisory practice focused on the energy sector, serving oil and gas operators, midstream, downstream, power and utilities, renewables, and alternative energy clients. Led by energy-sector specialists and launched October 30, 2024.
  • Prosperity Wealth Management Mass-affluent wealth management sub-brand of EisnerAmper's Wealth Management practice. Bolotin Financial Group combined into Prosperity in September 2025 to scale investment advisory capacity; together managing approximately $4 billion in assets for successful individuals, closely held business owners, and families.

Companies that use EisnerAmper

Customer profile

Named customers10 records

Segments8 records

Ideal customer profiles6 records

EisnerAmper technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability10 records

Feature5 records

EisnerAmper partnerships and signals

Strategic signal

Partnerships

15 partnerships are on record, tiered flagship, core and minor.

  • KLG Business Valuators & Forensic AccountantsflagshipStrategic or Co-development Partner · 15 April 2026Strategic combination to expand forensic accounting, business valuation, litigation support, and expert witness capabilities. KLG, founded 1980 and headquartered in Melville, NY, was courted by multiple major firms before selecting EisnerAmper. Expected to close May 2026.
  • Price, Reuben, and AssociatescoreStrategic or Co-development Partner · 17 March 2026Calabasas, CA-based advisory firm providing tax and outsourced accounting services to independent restaurants across the U.S., with LA concentration. Adds 60 employees to EisnerAmper and enhances the firm's restaurant advisory practice.
  • MicrosoftflagshipTechnology or Integration · 9 March 2026Collaboration to create the EisnerAI Audit Design Agent, an AI-powered assurance platform built on Microsoft Foundry, announced March 9, 2026. Designed to modernize audits, improve efficiency, and enhance risk assessment and accuracy.
  • WorkdaycoreTechnology or Integration · 3 February 2026Joint webinar series and embedded AI features; EisnerAmper and Workday co-hosted webinar on AI reshaping finance functions and ERP transformation for emerging and mid-market organizations. Workday's customer reported a 50% reduction in external audit time.
  • MLCworkscoreStrategic or Co-development Partner · 15 January 2026Digital marketing and growth advisory firm based in Metairie, Louisiana. Adds expertise in strategic planning, brand development, media strategy, digital advertising, and online reputation management.
  • IntuitcoreTechnology or Integration · 28 October 2025Partnering on Intuit Accountant Suite and Intuit Intelligence platforms; EisnerAmper among major firms beta testing AI-native platforms with over 1,100 firms to help scale operations.
  • Jack Azagury (Chair of the Board, Eisner Advisory Group)flagshipOthers · 27 October 2025Background includes senior leadership roles at Accenture and advisory positions with TowerBrook Capital Partners. Appointed chair of the board of Eisner Advisory Group LLC.
  • Fernway SolutionsflagshipStrategic or Co-development Partner · 21 October 2025Acquisition of San Francisco-based Fernway Solutions (founded 2018) with cross-border expertise. Brought over 40 professionals and offices in San Francisco, Boston, London, and Bangalore to strengthen global advisory services.
  • Bolotin Financial GroupminorStrategic or Co-development Partner · 18 September 2025Boston-based wealth management firm (with Florida offices) focused on healthcare sector clients; joined Prosperity, an EisnerAmper company.
  • Prague & CompanycoreStrategic or Co-development Partner · 1 April 2025Massachusetts-based CPA firm merged with EisnerAmper to expand presence in the New England region and deepen expertise in trusts, estates, foundations, and private equity sectors.
  • HDA Accounting GroupminorStrategic or Co-development Partner · 9 January 2025Colorado-based accounting group that combined with EisnerAmper to expand its regional presence.
  • Krost CPAsminorStrategic or Co-development Partner · 20 August 2024Pasadena, CA-based firm combined with EisnerAmper.
  • Tidwell GroupcoreStrategic or Co-development Partner · 28 March 2024Decision to merge practices, enhancing capabilities and service offerings. Tidwell Group's Director John Newkirk (now at EisnerAmper) brought affordable housing practice expertise.
  • Lurie LLPcoreStrategic or Co-development Partner · 15 August 2022Minneapolis-based accounting and advisory firm that joined EisnerAmper (closed September 2022). Expanded Midwest presence and strengthened service offerings across various industries.
  • Allinial GlobalcoreStrategic or Co-development PartnerMember of Allinial Global, an association of legally independent firms; supports EisnerAmper's international reach and global delivery capabilities.

Scale indicators12 records

Recent moves10 records

Expansion highlights7 records

EisnerAmper competitors and assessment

Company assessment

Direct peers

  • BDO USA: Top-10 U.S. accounting and advisory firm offering audit, tax, and advisory services to middle-market clients across similar industry verticals. Direct competitor for enterprise assurance, tax, and advisory engagements.
  • RSM US: Top-5 U.S. accounting firm with a strong middle-market focus on audit, tax, and consulting services. Closely comparable in scale, PE-backed growth strategy, and industry-vertical specialization.
  • Grant Thornton US: Top-6 U.S. accounting firm providing audit, tax, and advisory services with similar industry coverage and PE-style growth ambition. Direct competitor for mid-market and enterprise clients.
  • Crowe LLP: Top-10 U.S. public accounting firm with comparable service lines (audit, tax, advisory, consulting) and a similar PE-influenced growth posture. Direct competitor for middle-market and enterprise engagements.
  • Baker Tilly US: Top-10 U.S. accounting and advisory firm with parallel industry verticals (financial services, real estate, manufacturing, government) and similar PE-backed M&A growth strategy.
  • Wipfli LLP: Top-20 U.S. accounting firm with comparable size, middle-market focus, technology advisory practice, and an active acquisition-driven growth strategy.
  • Plante Moran: Top-15 U.S. accounting and business advisory firm serving middle-market companies with comparable industry-specialized service lines and similar partner-led delivery model.
  • Marcum LLP: Top-20 U.S. accounting firm (and the result of its own aggressive merger of legacy firms). Comparable in scale, audit/tax/advisory mix, and PE-influenced growth playbook.
  • Forvis Mazars US: Top-10 U.S. accounting firm formed via merger with comparable service breadth across audit, tax, advisory, and outsourced services for middle-market clients.

Broad incumbents

  • Deloitte US: One of the Big 4 global advisory firms with significantly larger scale and broader service portfolio. Competes with EisnerAmper for large enterprise audit, advisory, and tax engagements but at a different scale and pricing tier.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

EisnerAmper social profiles

Digital presence

EisnerAmper compliance and trust

Trust signal

Compliance3 records

EisnerAmper financial estimates

Financial estimate

Revenue estimate

Valuation estimate

EisnerAmper leadership team

Management profile

Number of profiles

Profiles13 records

EisnerAmper subsidiaries and ownership

Company hierarchy

Subsidiaries13 records

EisnerAmper funding detail

Funding detail

Funding overview

Funding rounds4 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

EisnerAmper M&A and investment

M&A and investment

M&A16 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EisnerAmper

What does EisnerAmper do?

EisnerAmper is a full-service global business advisory and accounting firm providing assurance (audit and SOC), tax, advisory, and outsourced finance/accounting/IT/HR/fund administration services to enterprises, funds, and high-net-worth individuals across 20+ industries. The firm also delivers wealth management through its Prosperity sub-brand and operates tech-enabled service platforms including the EisnerAI Audit Design Agent built on Microsoft Foundry and the EisnerAmper Investor Portal for fund clients.

Is EisnerAmper a public or private company?

EisnerAmper is a private company. It is classified as private equity controlled and is currently operating.

When was EisnerAmper founded?

EisnerAmper was founded in 1963. It employs 1,001 to 5,000 people.

Where is EisnerAmper based?

EisnerAmper is headquartered in New York, United States, in the North America region.

How does EisnerAmper make money?

Five revenue lines are on record. Assurance Services are the primary driver. The others are tax Services, advisory & Consulting, outsourced Finance, Accounting, IT, HR, and Fund Administration and wealth Management.

Who are EisnerAmper's main competitors?

Direct peers on record are BDO USA, RSM US, Grant Thornton US, Crowe LLP, Baker Tilly US, Wipfli LLP, Plante Moran, Marcum LLP and Forvis Mazars US. Deloitte US is listed as a broad incumbent.

Does EisnerAmper have an API?

No public API is recorded for EisnerAmper.

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Live signals
PR NewswireEisnerAmper Names 25 New PartnersEisnerAmper admitted 25 new partners effective October 1, 2026. The firm, a top 15 accounting firm, has about 475 partners and 5,000 employees. CEO Charly Weinstein welcomed the new partners.EisnerAmperEisnerAmper CEO Named a “2022 Notable Leader in Accounting & Consulting” by Crain’s New York BusinessCharly Weinstein, CEO of EisnerAmper, was named a 2022 Notable Leader in Accounting & Consulting by Crain's New York Business. The list recognizes senior leaders who deliver significant value to clients and communities, and Weinstein thanked Crain's for the accolade.Montclair LocalMontClairVoyant: Schools, Spin and a Forensic AuditThe Montclair Board of Education appointed a public relations professional and engaged EisnerAmper to conduct a forensic audit regarding the district's $19.6 million deficit. The audit budget was reduced from $500,000 to $250,000, prompting criticism from residents who view the PR hire as a misplaced priority amidst educator layoffs and program cuts.Quiver QuantitativeVirtuix Reschedules Q1 Fiscal 2027 Results Call to August 20 as Form 10-Q Filing Moves to August 19 | VTIX Stock NewsVirtuix Holdings Inc. rescheduled its Q1 Fiscal 2027 earnings call to August 20, 2026, and its Form 10-Q filing to August 19, 2026, to allow its newly appointed auditor, EisnerAmper LLP, additional time to review financial statements. The company stated the delay is due to the transition to the new accounting firm and does not reflect any disagreements or changes in business outlook. This administrative adjustment ensures a thorough audit process while maintaining compliance with SEC extension rules.FinancialContent Business PageVirtuix Reschedules First Quarter Fiscal 2027 Results Following Recent Transition to New Independent Accounting FirmVirtuix Holdings Inc. has rescheduled its first quarter fiscal 2027 earnings report and conference call to allow its newly appointed auditor, EisnerAmper LLP, additional time to review interim financial statements. The company clarified that the delay is due to this transition and not related to any accounting disagreements or restatements. Virtuix now expects to file its Form 10-Q on August 19, 2026, with the earnings call moved to August 20, 2026.Stock TitanVirtuix Expects Aug. 19 10-Q, Moves Q1 FY2027 CallVirtuix Holdings Inc. has rescheduled its first quarter fiscal 2027 earnings call to August 20, 2026, and expects to file its Form 10-Q on August 19, 2026. The delay is attributed to the additional time required for newly appointed independent auditor EisnerAmper LLP to complete its review of interim financial statements. The company clarified that the postponement does not indicate any accounting disagreements or anticipated restatements.Investing.comVirtuix Holdings appoints EisnerAmper as new independent auditor By Investing.comVirtuix Holdings Inc. announced that its Audit Committee approved the engagement of EisnerAmper LLP as the company's new independent auditor for the fiscal year ending March 31, 2027, replacing M&K CPAS, PLLC effective immediately. The company stated there were no disagreements with the outgoing auditor and that its prior audit reports did not contain adverse opinions or disclaimers, except for an explanatory paragraph regarding going concern. The Nasdaq-listed company, incorporated in Delaware, confirmed it did not consult EisnerAmper prior to the engagement regarding accounting principles or audit opinions.www.passionateinmarketing.comEisnerAmper India Elevates Nirav Vakharia to Managing DirectorEisnerAmper India announced the elevation of Nirav Vakharia to Managing Director of Finance and Operations on August 6, 2026, reinforcing the firm's commitment to building future-ready leadership amid continued growth across India. The firm also promoted four leaders to Director positions, reflecting its ongoing investment in leadership development as it scales operations across Mumbai, Ahmedabad, Bengaluru, and Hyderabad.ThemiddlemarketEisnerAmper's Prosperity Appoints Brian W. Katz as CIOEisnerAmper's Prosperity has appointed Brian W. Katz as its chief investment officer to oversee the firm's investment team and strategic direction for portfolio construction. Katz brings over 30 years of experience in investment management, having previously led the investment committee at Focus Partners Wealth and served on advisory councils for BlackRock and Ares.Benzinga401(k)s, AI To Reshape Private Markets: EisnerAmper PartnerEisnerAmper Partner Nick Tsafos outlined two major growth opportunities for private markets: potential 401(k) allocations under a proposed congressional framework for alternative investments, and AI-driven investments beyond traditional infrastructure plays. Tsafos advised private market managers to proactively prepare reporting systems, valuation processes, and investor education materials to serve retirement investors, who will require greater transparency than institutional clients. Global private equity continuation funds raised a record $62.67 billion in 2025, reflecting a broader industry shift toward longer investment horizons as higher interest rates have slowed traditional exits.