Attivo
Attivo Partners is a full-service finance and accounting firm providing fractional CFO and accounting services to 400-700+ venture-backed startups across SaaS, AI, Web3, and Lifesciences, operating from four US offices and leveraging AI-native vendor partnerships (Brex, Rillet, Aleph) to automate transaction processing and deliver strategic finance support.
- Company typePrivate
- Founded2017
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
Attivo firmographics
Firmographics- Name
- Attivo
- Legal name
- Attivo Partners
- Website
- https://attivopartners.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Attivo Partners is a full-service finance and accounting firm providing fractional CFO and accounting services to 400-700+ venture-backed startups across SaaS, AI, Web3, and Lifesciences, operating from four US offices and leveraging AI-native vendor partnerships (Brex, Rillet, Aleph) to automate transaction processing and deliver strategic finance support.
- Ownership category
- akta.pro rank
Attivo industry classification
Industry- Product category
- Financial Advisory and Outsourced Accounting Services
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Finance, Accounting & Audit Staffing (BPACADAM)
Keywords
Where Attivo is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Attivo business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Fractional CFO Services: Provides experienced CFOs who partner with founders to build lasting business value through each stage of growth
- Full-Service Accounting: Comprehensive accounting services including financial statement preparation, accounts payable/receivable, payroll, vendor payments, billing and collections, revenue recognition
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Custom engagement pricing based on client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Attivo product offering
Product offeringCore offering
Attivo Partners is a full-service finance and accounting firm providing fractional CFO services, full-service accounting, and strategic financial advisory to venture-backed startups. The firm serves 600-700+ clients across SaaS, AI, Web3, and Lifesciences sectors, supported by AI-powered analytical tools and integrations with Brex, Puzzle, Rillet, and Aleph. Operations are run from offices in San Francisco, New York, Austin, and Los Angeles.
Product overview
Attivo Partners is a full-service Finance and Accounting firm that offers a unified fractional CFO and accounting services platform for venture-backed startups. Their core offering combines Finance and Accounting Services with the Center of Excellence educational initiative and the Attivo Alchemists expert network. The firm helps founders navigate company building through all stages—from raising capital and building business models to achieving successful exits—serving over 600 venture-backed startups across SaaS, AI, Web3, and Lifesciences sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Fractional CFO Services Senior CFO-level financial leadership provided on a fractional basis to venture-backed startups that lack an in-house CFO, covering strategic finance, investor reporting, board support, fundraising preparation, and financial planning.
- Full-Service Accounting End-to-end outsourced bookkeeping, month-end close, financial statement preparation, and accounting operations for venture-backed startups, supported by integrations with Brex, Puzzle, Rillet, and Aleph.
- Strategic Financial Advisory Higher-level strategic advisory work covering scenario planning, unit economics, fundraising support, and growth-stage finance strategy for SaaS, AI, Web3, and Lifesciences startups.
Quantifiable outcome
- Automates 80% of transaction categorization across client portfolio with 87% accuracy requiring no human review
- +2 more outcomes
Companies that use Attivo
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles1 record
Attivo technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability9 records
Feature1 record
Attivo partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- BrexcoreAttivo implemented Brex's AI-native financial platform integrated with Puzzle's accounting software to consolidate their clients' fragmented financial stack. The integration automated 80% of transaction categorization with 87% accuracy, replacing manual CSV exports and month-end reconciliation work.
- RilletcoreRillet and Attivo formed a strategic partnership to deliver AI-native ERP and fractional CFO services to high-growth companies. Attivo is a Rillet-certified implementation partner providing technical expertise alongside fractional CFO services and full-service accounting tailored to venture-backed companies. The partnership combines Rillet's AI-native ERP capabilities with Attivo's strategic finance expertise, supporting companies from early-stage through high-growth managing funding rounds and complex revenue models.
- RampminorAttivo was selected as a member of Ramp's 2025-2026 Accounting Partner Advisory Board. The advisory board provides feedback on Ramp's platform, partner programs, and overall strategy as the accounting profession undergoes transformation through AI and automation. Board members contribute insights while learning from peers across the accounting and finance technology space.
- AlephcoreStrategic partnership enabling AI-powered flux analysis that creates reports in minutes that might previously have taken two or three hours, allowing analysis of cost fluctuations in real time. This partnership leverages Attivo's data-driven approach while benefiting from Aleph's technical expertise.
- Everest ERPminorPartnership mentioned in Attivo's AI playbook series as part of their strategic ecosystem of forward-facing software providers that they work with to deliver integrated finance solutions.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Attivo competitors and assessment
Company assessmentDirect peers
- Kruze Consulting: Kruze Consulting is one of the most prominent fractional CFO and accounting firms serving venture-backed startups, with a near-identical client profile (seed to Series C+), service mix (fractional CFO, bookkeeping, tax, FP&A), and US geographic footprint. It is the closest direct competitor to Attivo in startup financial services.
- Pilot.com: Pilot provides bookkeeping, CFO services, and tax preparation for startups and small businesses, with significant VC backing and an AI-augmented delivery platform. It competes head-to-head with Attivo for the same venture-backed startup clients and serves a comparable cross-stage book of business.
- indinero: indinero offers outsourced bookkeeping, fractional CFO, and tax services to venture-backed and growth-stage companies. Its combination of software-enabled bookkeeping with senior advisory closely parallels Attivo's full-service model for the same startup segment.
- Zeni: Zeni is an AI-powered bookkeeping, accounting, and CFO service targeting startups and small businesses. Its AI-first delivery model and startup focus make it a direct competitor, particularly as the AI-augmented segment of outsourced finance services becomes more contested.
- Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human accountant support, serving startups and SMBs. While more SMB-skewed, its AI-plus-human hybrid model competes for the same early-stage clients that Attivo serves with its Brex/Puzzle-powered automation stack.
- Bench: Bench provides AI-supported bookkeeping and accounting software with embedded human support for small businesses and early-stage companies. It overlaps with Attivo on the bookkeeping and basic accounting portion of the engagement, particularly for pre-Series A clients.
- Founders CPA: Founders CPA is a fractional CFO and accounting firm specifically focused on venture-backed startups. Its narrow focus on founder-led companies and similar service mix (fractional CFO, accounting, tax, FP&A) places it in direct competition with Attivo for the same startup client base.
Emerging players
- Maxio (formerly SaaSOptics + Chargify): Maxio provides SaaS-focused financial operations software (billing, revenue recognition, SaaS metrics) that overlaps with part of Attivo's SaaS-company finance work. While not a services firm, it represents the software-enabled alternative to Attivo's manual SaaS finance delivery.
Broad incumbents
- BDO USA: BDO is a top-tier global accounting and advisory firm with a growing fractional CFO / outsourced accounting practice serving startups and growth-stage companies. As a broad incumbent, BDO competes with Attivo for larger venture-backed clients that graduate beyond the boutique tier.
- RSM US: RSM is a major US accounting and consulting firm serving middle-market and high-growth companies, including venture-backed startups. Its outsourced CFO and technical accounting capabilities overlap with Attivo's strategic finance services at the upper end of the client spectrum.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Attivo social profiles
Digital presenceAttivo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Attivo leadership team
Management profileNumber of profiles
Profiles6 records
Attivo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Attivo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Attivo
What does Attivo do?
Attivo Partners is a full-service finance and accounting firm providing fractional CFO services, full-service accounting, and strategic financial advisory to venture-backed startups. The firm serves 600-700+ clients across SaaS, AI, Web3, and Lifesciences sectors, supported by AI-powered analytical tools and integrations with Brex, Puzzle, Rillet, and Aleph. Operations are run from offices in San Francisco, New York, Austin, and Los Angeles.
Is Attivo a public or private company?
Attivo is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Attivo founded?
Attivo was founded in 2017. It employs 51 to 100 people.
Where is Attivo based?
Attivo is headquartered in San Francisco, United States, in the North America region.
How does Attivo make money?
Two revenue lines are on record. Fractional CFO Services are the primary driver. The others are full-Service Accounting.
Who are Attivo's main competitors?
Direct peers on record are Kruze Consulting, Pilot.com, indinero, Zeni, Botkeeper, Bench and Founders CPA. Maxio (formerly SaaSOptics + Chargify) is listed as an emerging player. Broad incumbents are BDO USA and RSM US.
Does Attivo have an API?
No public API is recorded for Attivo.
What industry is Attivo in?
Attivo's product category is Financial Advisory and Outsourced Accounting Services. Its primary akta.pro industry code is BPACADAM, Finance, Accounting & Audit Staffing. Its NAICS code is 54161 and its SIC code is 8742.