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RSM US

Full company profile

uuid0007jym

Namestring
RSM US
Legal namestring
RSM US LLP
Websiteurl
rsmus.com
Company typeenum
Private
Founded yearint
1926
Descriptiontext

RSM US LLP is the U.S. member firm of RSM International and the fifth-largest accounting firm in the United States, providing assurance, tax, and consulting services to middle-market companies with revenues typically ranging from $50 million to $1 billion+. Founded in 1926 and headquartered in Chicago, the firm operates across 77 U.S. cities, 6 Canadian locations, an El Salvador delivery center, and four Indian cities (Gurugram, Hyderabad, Bengaluru, Kolkata) with approximately 3,800 India-based professionals. The combined U.S. and Canadian workforce exceeds 17,900 partners, principals, and employees, and RSM US revenue is disclosed at approximately $4 billion, contributing to a $5 billion+ transatlantic partnership with RSM UK effective January 1, 2026.

The firm operates a hybrid professional services and technology reseller model across three core service lines: assurance/audit, tax advisory and compliance, and consulting (including digital transformation, cybersecurity, and transaction advisory). Technology is embedded throughout via proprietary platforms — RSM Luca (digital audit ecosystem with the Ask Luca generative AI tool), myRSM Tax (AI-powered tax technology), RSM Defense (managed security integrated with SailPoint), and CorporateSight/FamilySight/PartnerSight analytics platforms — alongside strategic technology alliances with Microsoft, NetSuite, Salesforce, ServiceNow, BlackLine, Sage Intacct, and Boomi. The VAR/software reseller business alone generated $799.79 million in FY2024, ranking #1 on Accounting Today's VAR 100 list.

RSM US pursues a relationship-based enterprise field sales motion targeting middle-market organizations, supplemented by technology partner co-marketing and integrated delivery centers providing cost-effective nearshore capacity. Revenue mechanics are engagement-based with customized pricing; the firm does not disclose public pricing. A $1 billion three-year investment under the RSM100 centennial campaign is being directed toward AI and digital capabilities, alongside strategic partnerships with Allvue (Agentic AI Capital Operating Model for private capital), Akur8 (insurance regulatory intelligence), Sylogist (public sector cloud), FloQast (accounting workflow automation), and SailPoint (identity security). Unlike several competitors that have taken private equity investment, RSM has self-funded its expansion through Project Bamboo while completing the transatlantic merger.

Short descriptiontext

RSM US LLP is the fifth-largest U.S. accounting firm, providing assurance, tax, and consulting services to middle-market companies across 77 U.S. cities, with proprietary AI platforms (RSM Luca, myRSM Tax) and ~$4B in revenue.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
5,001–10,000
akta.pro rankint
HeadquartersAlpharetta, United States
HQ citystring
Alpharetta
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices7 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
audit and assurance, tax advisory services, management consulting, middle market advisory, cybersecurity consulting
Industry2 codes
1ERP Managed Services & AMS (Application Management)
CodeBPAEAGABPrimaryYes
2Enterprise Application Managed Services Outsourcing (ERP/CRM/HRIS AMS)
CodeBPAEAMAIPrimaryNo
NAICS code3 codes
  • Computer Systems Design and Related Services54151
  • Security Systems Services (except Locksmiths)561621
  • Other Computer Related Services541519
SIC code2 codes
  • Services-Engineering, Accounting, Research, Management8700
  • Services-Computer Integrated Systems Design7373
Product category
Professional Services (Audit, Tax, and Consulting)
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model4 records
1Assurance/Audit Services
TypeProfessional Services
Description

Provides audit and assurance services including financial statement audits, internal audits, and specialized audit services for various industries.

rsmus.com
2Tax Advisory and Compliance
TypeProfessional Services
Description

Business tax advisory, tax compliance, state and local tax, international tax, transfer pricing, and tax provision services.

rsmus.com
3Consulting Services
TypeProfessional Services
Description

Management consulting, digital transformation, AI and analytics, cybersecurity, risk consulting, financial consulting, and transaction advisory services.

rsmus.com
4Technology Solutions/ERP Reseller
TypeManaged Services
Description

VAR (Value-Added Reseller) revenue from accounting software resale including NetSuite, Microsoft Dynamics, Sage Intacct implementations, generating $799.79 million in FY2024 as #1 on Accounting Today's VAR 100 list.

accountingtoday.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

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

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Pricing details1 tier
1Custom professional services engagements
ModelSubscriptionBilling cadenceAnnual
Notes

Pricing is engagement-based and customized. No standard tiers publicly disclosed as services are tailored to client requirements.

rsmus.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 6 records shown
1RSM Luca
Description

Digital audit ecosystem with generative AI capabilities, including the 'Ask Luca' tool for assurance professionals

cpapracticeadvisor.com
+5 more records
Core offering1 text field

RSM US LLP provides integrated assurance (audit), tax advisory and compliance, and management consulting services to middle-market companies, complemented by proprietary AI-powered technology platforms (RSM Luca, Ask Luca, myRSM Tax), managed security services (RSM Defense), and strategic technology alliance–enabled ERP, cloud, and digital transformation implementations. The firm also operates as a value-added reseller of accounting and business applications.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • 91% of middle market executives report their organizations are using AI in business practices (RSM 2025 Middle Market AI Survey)
+2 more records
Product overview1 text field

RSM US offers a unified professional services portfolio for the middle market consisting of core service lines (assurance, tax, consulting) supported by proprietary technology platforms. The flagship digital ecosystem is RSM Luca (audit) integrated with Ask Luca GenAI tool, complemented by myRSM Tax (AI-powered tax technology). Additional platforms include CorporateSight, FamilySight, and PartnerSight for specialized analytics, along with RSM Defense (managed security services with SailPoint identity integration). Strategic technology alliances with Microsoft, NetSuite, Salesforce, ServiceNow, BlackLine, and other platforms enable comprehensive enterprise solutions.

Product and service18 records
1Audit and Assurance Services
CategoryAssurance Services
Description

Financial statement audits, internal audit, and specialized assurance engagements for middle-market companies across multiple industries.

2Tax Advisory and Compliance Services
CategoryTax Services
Description

Business tax advisory, tax compliance, state and local tax, international tax, transfer pricing, and tax provision services for middle-market clients.

3Management Consulting Services
CategoryConsulting Services
Description

Strategy and operations consulting covering digital transformation, AI and analytics, and organizational improvements for middle-market enterprises.

4Risk and Cybersecurity Consulting
CategoryRisk Consulting
Description

Cybersecurity, risk management, penetration testing, business continuity, identity security, and managed security services for middle-market organizations.

5Deal Services (M&A and Transaction Advisory)
CategoryTransaction Advisory
Description

Buy-side and sell-side transaction advisory, due diligence, and transaction support services for middle-market M&A.

6Financial Consulting Services
CategoryFinancial Consulting
Description

Financial management consulting, finance transformation, and performance improvement services.

7Sustainability and ESG Services
CategoryESG and Sustainability
Description

Sustainability and ESG advisory covering strategy, reporting, and compliance for middle-market organizations.

8Family Office Services
CategoryFamily Office Services
Description

Tax, accounting, and advisory services tailored to family offices and high-net-worth families.

9Private Client Services
CategoryPrivate Client Services
Description

Advisory services for private clients including personal tax planning, wealth advisory, and closely held business services.

10Digital Transformation and AI Services
CategoryTechnology Consulting
Description

AI, analytics, and cloud advisory services paired with implementation of platforms from Microsoft, NetSuite, Salesforce, and ServiceNow.

11Managed Services and Outsourced Solutions
CategoryManaged Services
Description

Outsourced managed services for accounting, finance, tax, and technology operations across middle-market clients.

12Business Applications / Technology Reseller and Implementation
CategoryBusiness Applications / VAR
Description

Value-added reseller and implementation services for accounting and business applications including NetSuite, Microsoft Dynamics, and Sage Intacct.

13RSM Luca (Digital Audit Ecosystem)
CategoryProprietary Audit Technology Platform
Description

Proprietary AI-powered digital audit ecosystem used internally for higher-quality audits, integrated with the Ask Luca generative AI assistant.

14myRSM Tax (AI-Powered Tax Technology Ecosystem)
CategoryProprietary Tax Technology Platform
Description

Proprietary AI-powered tax technology ecosystem that enhances tax preparation and compliance workflows.

15RSM Defense (Managed Security Services Platform)
CategoryManaged Security Services Platform
Description

Managed security services platform enhanced with SailPoint Identity Security Cloud to deliver identity security capabilities for middle-market organizations.

16CorporateSight
CategoryProprietary Analytics Platform
Description

Proprietary data and analytics platform for corporate clients and engagements.

17FamilySight
CategoryProprietary Analytics Platform
Description

Proprietary data and analytics platform for family office clients.

18PartnerSight
CategoryProprietary Analytics Platform
Description

Proprietary data and analytics platform for partnership, fund, and alternative investment clients.

Scale indicator13 records

Each record includes

Type, Value, Description, Source

Partnership8 partners
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-05-07
Description

Strategic alliance to launch the industry's first Agentic AI Capital Operating Model for private capital markets. The model compresses capital call timelines from weeks to days using AI orchestration for data validation, scenario modeling, approvals, and investor communications. RSM provides institutional governance and oversight embedded into Allvue's Nexius data platform, enabling real-time fund and investor data interaction while maintaining human-in-the-loop controls.

Strategic tierCoreTypeGTM or Marketing PartnerAnnounced on2026-03-04
Description

Strategic go-to-market partnership to expand delivery of Microsoft-based solutions to nonprofit organizations and local governments across North America. Collaboration combines Sylogist's purpose-built public sector SaaS products with RSM's AI, cloud, data, and business applications expertise to scale delivery capacity and broaden pipeline coverage.

Strategic tierStrategicTypeImplementation/ SI/ Consulting PartnerAnnounced on2026-01-12
Description

RSM implemented Microsoft Dynamics 365 Finance and Supply Chain Management for Tyler Technologies' Platform Solutions Division, replacing older Dynamics SL system to improve operational visibility and efficiency. Project involved customizing the solution with RSM's GovCon Accelerator and measures for handling sensitive information in compliance with government regulations.

Strategic tierStrategicTypeStrategic or Co-development PartnerAnnounced on2025-12-15
Description

Multi-party agreement with IIT (ISM) Dhanbad, TTRP, TEXMiN, and Rajasthan's Mines & Geology Department for critical mineral appraisal and dump site analysis. Multi-phase study will utilize AI/ML for identifying resources like lithium, cobalt, and rare earth elements in mine waste dumps in Rajasthan, with focus on sustainable extraction and value addition.

Strategic tierStrategicTypeStrategic or Co-development PartnerAnnounced on2025-12-02
Description

Partnership with University of Hawaiʻi at Mānoa and Hawaiʻi Department of Health to develop a data dashboard using machine learning to identify adverse events for residents with intellectual and developmental disabilities. Built on Microsoft systems, the dashboard integrates Medicaid claims and case-management data to help staff detect unreported injuries or hospitalizations among 3,600 participants statewide.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-11-18
Description

Strategic alliance to integrate AI automation in accounting workflows, targeting clients across the U.S. and Canada. Partnership aims to modernize financial processes, enhance accuracy, and increase operational efficiency for enterprise and mid-market organizations.

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2025-11-10
Description

Enhanced RSM Defense managed security services platform by integrating SailPoint Identity Security Cloud to improve identity security capabilities. Integration aims to provide more accessible and strategic security solutions for middle-market organizations addressing rising cybersecurity risks.

Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-10-01
Description

Expanded strategic alliance with Akur8 rolling out Akur8 Discover—an AI-powered module that converts unstructured regulatory filings from SERFF and state insurance departments into searchable, actionable intelligence—across the entire RSM enterprise. The platform enables teams to benchmark competitors, track regulatory shifts across all 50 states, and map rating factors and territories. Extension builds on existing collaboration centered on Akur8's pricing and reserving platform.

Recent move9 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight7 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

BDO USA is the closest direct competitor to RSM US in the middle-market accounting and advisory space, with a similarly broad assurance/tax/consulting portfolio and global network reach. The two firms routinely compete for middle-market audit, tax, and advisory engagements.

TypeDirect peer
Description

Grant Thornton is the 6th largest US accounting firm and a direct competitor in middle-market audit, tax, and advisory. It shares RSM's middle-market positioning and competes for many of the same PE portfolio, financial institutions, and government contractor clients.

TypeDirect peer
Description

Wipfli is a top-20 US accounting and advisory firm with strong middle-market focus, particularly in manufacturing, healthcare, and financial services. It competes directly with RSM for similar-sized clients across audit and advisory engagements.

TypeDirect peer
Description

Marcum is a top-15 US accounting and advisory firm with strong middle-market and private equity practice overlap with RSM. The firms compete directly for PE portfolio company audit, tax, and advisory work.

TypeDirect peer
Description

Baker Tilly is a top-10 US advisory, tax, and assurance firm competing with RSM across middle-market segments. Its growing consulting and digital practices overlap significantly with RSM's consulting portfolio.

TypeDirect peer
Description

EisnerAmper is a top-20 US accounting and business advisory firm with significant overlap to RSM in financial services, private equity, and middle-market advisory. It is a frequent co-bidder on PE portfolio company engagements.

TypeDirect peer
Description

Crowe is a top-10 US accounting and advisory firm with strong middle-market and financial-services focus, directly competing with RSM on audit, tax, and consulting engagements in financial institutions, healthcare, and manufacturing.

TypeDirect peer
Description

Forvis Mazars (formed from the merger of FORVIS and Mazars US) is a top-10 US accounting firm with substantial middle-market assurance, tax, and consulting overlap with RSM, competing across many of the same industry verticals.

TypeBroad incumbent
Description

PwC is a Big 4 firm with growing mid-market initiatives and a broad assurance/tax/consulting portfolio that overlaps with RSM's offerings. Its audit technology investments (e.g., Halo) are direct competitors to RSM Luca.

TypeBroad incumbent
Description

Deloitte is the largest professional services firm globally and increasingly competes in the middle-market segment that RSM dominates. Its scale and Big 4 brand pose a strategic encroachment risk on RSM's core client base.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers7 records

Each record includes

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

Segment10 records

Each record includes

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

Ideal customer profile3 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

Integration12 records

Each record includes

Title, Type, Description, Source

AI capability13 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
Profiles9 records

Each record includes

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

Subsidiaries2 records

Each record includes

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

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

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

Investors

Each record includes

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

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

M&A1 record

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 →

RSM US

Professional Services (Audit, Tax, and Consulting)rsmus.com

RSM US LLP is the fifth-largest U.S. accounting firm, providing assurance, tax, and consulting services to middle-market companies across 77 U.S. cities, with proprietary AI platforms (RSM Luca, myRSM Tax) and ~$4B in revenue.

What RSM US does

RSM US LLP is the U.S. member firm of RSM International and the fifth-largest accounting firm in the United States, providing assurance, tax, and consulting services to middle-market companies with revenues typically ranging from $50 million to $1 billion+. Founded in 1926 and headquartered in Chicago, the firm operates across 77 U.S. cities, 6 Canadian locations, an El Salvador delivery center, and four Indian cities (Gurugram, Hyderabad, Bengaluru, Kolkata) with approximately 3,800 India-based professionals. The combined U.S. and Canadian workforce exceeds 17,900 partners, principals, and employees, and RSM US revenue is disclosed at approximately $4 billion, contributing to a $5 billion+ transatlantic partnership with RSM UK effective January 1, 2026.

The firm operates a hybrid professional services and technology reseller model across three core service lines: assurance/audit, tax advisory and compliance, and consulting (including digital transformation, cybersecurity, and transaction advisory). Technology is embedded throughout via proprietary platforms — RSM Luca (digital audit ecosystem with the Ask Luca generative AI tool), myRSM Tax (AI-powered tax technology), RSM Defense (managed security integrated with SailPoint), and CorporateSight/FamilySight/PartnerSight analytics platforms — alongside strategic technology alliances with Microsoft, NetSuite, Salesforce, ServiceNow, BlackLine, Sage Intacct, and Boomi. The VAR/software reseller business alone generated $799.79 million in FY2024, ranking #1 on Accounting Today's VAR 100 list.

RSM US pursues a relationship-based enterprise field sales motion targeting middle-market organizations, supplemented by technology partner co-marketing and integrated delivery centers providing cost-effective nearshore capacity. Revenue mechanics are engagement-based with customized pricing; the firm does not disclose public pricing. A $1 billion three-year investment under the RSM100 centennial campaign is being directed toward AI and digital capabilities, alongside strategic partnerships with Allvue (Agentic AI Capital Operating Model for private capital), Akur8 (insurance regulatory intelligence), Sylogist (public sector cloud), FloQast (accounting workflow automation), and SailPoint (identity security). Unlike several competitors that have taken private equity investment, RSM has self-funded its expansion through Project Bamboo while completing the transatlantic merger.

RSM US firmographics

Firmographics
Name
RSM US
Legal name
RSM US LLP
Website
https://rsmus.com
Company type
Private
Founded year
1926
Operating status
Operating
Headcount range
5,001–10,000 employees
Short description
RSM US LLP is the fifth-largest U.S. accounting firm, providing assurance, tax, and consulting services to middle-market companies across 77 U.S. cities, with proprietary AI platforms (RSM Luca, myRSM Tax) and ~$4B in revenue.
Ownership category
akta.pro rank

RSM US industry classification

Industry
Product category
Professional Services (Audit, Tax, and Consulting)
NAICS
Computer Systems Design and Related Services (54151), Security Systems Services (except Locksmiths) (561621), Other Computer Related Services (541519)
SIC
Services-Engineering, Accounting, Research, Management (8700), Services-Computer Integrated Systems Design (7373)
akta.pro primary industry
ERP Managed Services & AMS (Application Management) (BPAEAGAB)
akta.pro secondary industry
Enterprise Application Managed Services Outsourcing (ERP/CRM/HRIS AMS) (BPAEAMAI)

Keywords

  • Audit and assurance
  • Tax advisory services
  • Management consulting
  • Middle market advisory
  • Cybersecurity consulting

Where RSM US is headquartered

Location

Headquarters

HQ city
Alpharetta
HQ country
United States
HQ region
North America

Offices7 records

Markets served

RSM US business model

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

Revenue model

  1. Assurance/Audit Services: Provides audit and assurance services including financial statement audits, internal audits, and specialized audit services for various industries.
  2. Tax Advisory and Compliance: Business tax advisory, tax compliance, state and local tax, international tax, transfer pricing, and tax provision services.
  3. Consulting Services: Management consulting, digital transformation, AI and analytics, cybersecurity, risk consulting, financial consulting, and transaction advisory services.
  4. Technology Solutions/ERP Reseller: VAR (Value-Added Reseller) revenue from accounting software resale including NetSuite, Microsoft Dynamics, Sage Intacct implementations, generating $799.79 million in FY2024 as #1 on Accounting Today's VAR 100 list.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualCustom professional services engagements

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

RSM US product offering

Product offering

Core offering

RSM US LLP provides integrated assurance (audit), tax advisory and compliance, and management consulting services to middle-market companies, complemented by proprietary AI-powered technology platforms (RSM Luca, Ask Luca, myRSM Tax), managed security services (RSM Defense), and strategic technology alliance–enabled ERP, cloud, and digital transformation implementations. The firm also operates as a value-added reseller of accounting and business applications.

Product overview

RSM US offers a unified professional services portfolio for the middle market consisting of core service lines (assurance, tax, consulting) supported by proprietary technology platforms. The flagship digital ecosystem is RSM Luca (audit) integrated with Ask Luca GenAI tool, complemented by myRSM Tax (AI-powered tax technology). Additional platforms include CorporateSight, FamilySight, and PartnerSight for specialized analytics, along with RSM Defense (managed security services with SailPoint identity integration). Strategic technology alliances with Microsoft, NetSuite, Salesforce, ServiceNow, BlackLine, and other platforms enable comprehensive enterprise solutions.

Differentiator

Problem solved

Functional benefit

Brands

  • RSM Luca: Digital audit ecosystem with generative AI capabilities, including the 'Ask Luca' tool for assurance professionals
  • RSM Classic
  • RSM Defense
  • RSM US MMBI
  • myRSM Tax
  • Nexius

Products and services

  • Audit and Assurance Services Financial statement audits, internal audit, and specialized assurance engagements for middle-market companies across multiple industries.
  • Tax Advisory and Compliance Services Business tax advisory, tax compliance, state and local tax, international tax, transfer pricing, and tax provision services for middle-market clients.
  • Management Consulting Services Strategy and operations consulting covering digital transformation, AI and analytics, and organizational improvements for middle-market enterprises.
  • Risk and Cybersecurity Consulting Cybersecurity, risk management, penetration testing, business continuity, identity security, and managed security services for middle-market organizations.
  • Deal Services (M&A and Transaction Advisory) Buy-side and sell-side transaction advisory, due diligence, and transaction support services for middle-market M&A.
  • Financial Consulting Services Financial management consulting, finance transformation, and performance improvement services.
  • Sustainability and ESG Services Sustainability and ESG advisory covering strategy, reporting, and compliance for middle-market organizations.
  • Family Office Services Tax, accounting, and advisory services tailored to family offices and high-net-worth families.
  • Private Client Services Advisory services for private clients including personal tax planning, wealth advisory, and closely held business services.
  • Digital Transformation and AI Services AI, analytics, and cloud advisory services paired with implementation of platforms from Microsoft, NetSuite, Salesforce, and ServiceNow.
  • Managed Services and Outsourced Solutions Outsourced managed services for accounting, finance, tax, and technology operations across middle-market clients.
  • Business Applications / Technology Reseller and Implementation Value-added reseller and implementation services for accounting and business applications including NetSuite, Microsoft Dynamics, and Sage Intacct.
  • RSM Luca (Digital Audit Ecosystem) Proprietary AI-powered digital audit ecosystem used internally for higher-quality audits, integrated with the Ask Luca generative AI assistant.
  • myRSM Tax (AI-Powered Tax Technology Ecosystem) Proprietary AI-powered tax technology ecosystem that enhances tax preparation and compliance workflows.
  • RSM Defense (Managed Security Services Platform) Managed security services platform enhanced with SailPoint Identity Security Cloud to deliver identity security capabilities for middle-market organizations.
  • CorporateSight Proprietary data and analytics platform for corporate clients and engagements.
  • FamilySight Proprietary data and analytics platform for family office clients.
  • PartnerSight Proprietary data and analytics platform for partnership, fund, and alternative investment clients.

Quantifiable outcome

  • 91% of middle market executives report their organizations are using AI in business practices (RSM 2025 Middle Market AI Survey)
  • +2 more outcomes

Companies that use RSM US

Customer profile

Named customers7 records

Segments10 records

Ideal customer profiles3 records

RSM US technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability13 records

Feature5 records

RSM US partnerships and signals

Strategic signal

Partnerships

Eight partnerships are on record, tiered core and strategic.

  • Allvue SystemscoreStrategic or Co-development Partner · 7 May 2026Strategic alliance to launch the industry's first Agentic AI Capital Operating Model for private capital markets. The model compresses capital call timelines from weeks to days using AI orchestration for data validation, scenario modeling, approvals, and investor communications. RSM provides institutional governance and oversight embedded into Allvue's Nexius data platform, enabling real-time fund and investor data interaction while maintaining human-in-the-loop controls.
  • Sylogist Ltd.coreGTM or Marketing Partner · 4 March 2026Strategic go-to-market partnership to expand delivery of Microsoft-based solutions to nonprofit organizations and local governments across North America. Collaboration combines Sylogist's purpose-built public sector SaaS products with RSM's AI, cloud, data, and business applications expertise to scale delivery capacity and broaden pipeline coverage.
  • Tyler TechnologiesstrategicImplementation/ SI/ Consulting Partner · 12 January 2026RSM implemented Microsoft Dynamics 365 Finance and Supply Chain Management for Tyler Technologies' Platform Solutions Division, replacing older Dynamics SL system to improve operational visibility and efficiency. Project involved customizing the solution with RSM's GovCon Accelerator and measures for handling sensitive information in compliance with government regulations.
  • IIT Dhanbad, TTRP, TEXMiN, RSMETstrategicStrategic or Co-development Partner · 15 December 2025Multi-party agreement with IIT (ISM) Dhanbad, TTRP, TEXMiN, and Rajasthan's Mines & Geology Department for critical mineral appraisal and dump site analysis. Multi-phase study will utilize AI/ML for identifying resources like lithium, cobalt, and rare earth elements in mine waste dumps in Rajasthan, with focus on sustainable extraction and value addition.
  • University of Hawaiʻi at MānoastrategicStrategic or Co-development Partner · 2 December 2025Partnership with University of Hawaiʻi at Mānoa and Hawaiʻi Department of Health to develop a data dashboard using machine learning to identify adverse events for residents with intellectual and developmental disabilities. Built on Microsoft systems, the dashboard integrates Medicaid claims and case-management data to help staff detect unreported injuries or hospitalizations among 3,600 participants statewide.
  • FloQastcoreStrategic or Co-development Partner · 18 November 2025Strategic alliance to integrate AI automation in accounting workflows, targeting clients across the U.S. and Canada. Partnership aims to modernize financial processes, enhance accuracy, and increase operational efficiency for enterprise and mid-market organizations.
  • SailPointcoreTechnology or Integration · 10 November 2025Enhanced RSM Defense managed security services platform by integrating SailPoint Identity Security Cloud to improve identity security capabilities. Integration aims to provide more accessible and strategic security solutions for middle-market organizations addressing rising cybersecurity risks.
  • Akur8coreStrategic or Co-development Partner · 1 October 2025Expanded strategic alliance with Akur8 rolling out Akur8 Discover—an AI-powered module that converts unstructured regulatory filings from SERFF and state insurance departments into searchable, actionable intelligence—across the entire RSM enterprise. The platform enables teams to benchmark competitors, track regulatory shifts across all 50 states, and map rating factors and territories. Extension builds on existing collaboration centered on Akur8's pricing and reserving platform.

Scale indicators13 records

Recent moves9 records

Expansion highlights7 records

RSM US competitors and assessment

Company assessment

Direct peers

  • BDO USA: BDO USA is the closest direct competitor to RSM US in the middle-market accounting and advisory space, with a similarly broad assurance/tax/consulting portfolio and global network reach. The two firms routinely compete for middle-market audit, tax, and advisory engagements.
  • Grant Thornton: Grant Thornton is the 6th largest US accounting firm and a direct competitor in middle-market audit, tax, and advisory. It shares RSM's middle-market positioning and competes for many of the same PE portfolio, financial institutions, and government contractor clients.
  • Wipfli LLP: Wipfli is a top-20 US accounting and advisory firm with strong middle-market focus, particularly in manufacturing, healthcare, and financial services. It competes directly with RSM for similar-sized clients across audit and advisory engagements.
  • Marcum LLP: Marcum is a top-15 US accounting and advisory firm with strong middle-market and private equity practice overlap with RSM. The firms compete directly for PE portfolio company audit, tax, and advisory work.
  • Baker Tilly US: Baker Tilly is a top-10 US advisory, tax, and assurance firm competing with RSM across middle-market segments. Its growing consulting and digital practices overlap significantly with RSM's consulting portfolio.
  • EisnerAmper: EisnerAmper is a top-20 US accounting and business advisory firm with significant overlap to RSM in financial services, private equity, and middle-market advisory. It is a frequent co-bidder on PE portfolio company engagements.
  • Crowe LLP: Crowe is a top-10 US accounting and advisory firm with strong middle-market and financial-services focus, directly competing with RSM on audit, tax, and consulting engagements in financial institutions, healthcare, and manufacturing.
  • Forvis Mazars: Forvis Mazars (formed from the merger of FORVIS and Mazars US) is a top-10 US accounting firm with substantial middle-market assurance, tax, and consulting overlap with RSM, competing across many of the same industry verticals.

Broad incumbents

  • PwC US: PwC is a Big 4 firm with growing mid-market initiatives and a broad assurance/tax/consulting portfolio that overlaps with RSM's offerings. Its audit technology investments (e.g., Halo) are direct competitors to RSM Luca.
  • Deloitte US: Deloitte is the largest professional services firm globally and increasingly competes in the middle-market segment that RSM dominates. Its scale and Big 4 brand pose a strategic encroachment risk on RSM's core client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

RSM US social profiles

Digital presence

RSM US financial estimates

Financial estimate

Revenue estimate

Valuation estimate

RSM US leadership team

Management profile

Number of profiles

Profiles9 records

RSM US subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

RSM US funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

RSM US M&A and investment

M&A and investment

M&A1 record

Investments

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

Frequently asked questions about RSM US

What does RSM US do?

RSM US LLP provides integrated assurance (audit), tax advisory and compliance, and management consulting services to middle-market companies, complemented by proprietary AI-powered technology platforms (RSM Luca, Ask Luca, myRSM Tax), managed security services (RSM Defense), and strategic technology alliance–enabled ERP, cloud, and digital transformation implementations. The firm also operates as a value-added reseller of accounting and business applications.

Is RSM US a public or private company?

RSM US is a private company. It is classified as management employee owned and is currently operating.

When was RSM US founded?

RSM US was founded in 1926. It employs 5,001 to 10,000 people.

Where is RSM US based?

RSM US is headquartered in Alpharetta, United States, in the North America region.

How does RSM US make money?

Four revenue lines are on record. Assurance/Audit Services are the primary driver. The others are tax Advisory and Compliance, consulting Services and technology Solutions/ERP Reseller.

Who are RSM US's main competitors?

Direct peers on record are BDO USA, Grant Thornton, Wipfli LLP, Marcum LLP, Baker Tilly US, EisnerAmper, Crowe LLP and Forvis Mazars. Broad incumbents are PwC US and Deloitte US.

Does RSM US have an API?

No public API is recorded for RSM US.

What industry is RSM US in?

RSM US's product category is Professional Services (Audit, Tax, and Consulting). Its primary akta.pro industry code is BPAEAGAB, ERP Managed Services & AMS (Application Management), with a secondary code of BPAEAMAI, Enterprise Application Managed Services Outsourcing (ERP/CRM/HRIS AMS). Its NAICS code is 54151 and its SIC code is 8700.

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YahooRSM US, Rillet to support AI-driven finance modernisationRSM US partnered with agentic ERP platform Rillet to help organisations modernise financial systems for AI adoption. The collaboration combines Rillet's real-time reporting and AI agents with RSM's consulting to replace manual processes and improve workflow efficiencies. It aims to prepare finance teams for AI-native tools and reduce month-end workloads.RSM USHow a company built a connected growth engine that compounds year over yearRSM US built a cloud-based data system and full-funnel marketing model for a natural gas utility, integrating data from billing, operations, and CRM. Year-one results showed increased lead volume, higher conversion rate, and lower customer acquisition cost, expanding the addressable market.BonusLegal Sports Betting Reshapes Media, Data Licensing, and Fan EngagementRSM US published an analysis on Aug. 26 stating that legal sports betting expansion in the US and Canada is making sports content more interactive, mobile-first and tied to real-time wagering. The report cites new revenue streams in data, advertising and direct-to-consumer products alongside compliance, integrity and responsible gaming risks. It does not name specific leagues, operators or jurisdictions.Investing.comYen likely to weaken past 170 before Japan’s growth bet pays off, RSM’s Brusuelas says By ReutersRSM US chief economist Joe Brusuelas said in a Tokyo interview that the yen may weaken to 170 per dollar before the government's stimulus plan reverses the trend, with fair value estimated at 157-158. Japan's record currency intervention in April and May, which briefly pushed the dollar-yen pair below 160, failed to sustain the effect, and Brusuelas expects further intervention to discipline excessive speculation. The economist believes BOJ rate hikes alone cannot halt the slide due to constraints from China's slowing economy limiting the BOJ's ability to push rates above 1.5%, while Japan positions itself as a supplier in the AI ecosystem alongside Nvidia, TSMC and Samsung Electronics.Investing.comOak Valley Bancorp shareholders re-elect directors and approve auditor at annual meeting By Investing.comOak Valley Bancorp held its annual shareholder meeting where four board directors were re-elected to serve three-year terms, with vote counts totaling approximately 5.9-6.0 million shares for each director. Shareholders also ratified RSM US LLP as the company's registered independent public accounting firm for the fiscal year ending December 31, 2026, receiving 5,784,186 votes in favor. Oak Valley Bancorp is a state commercial bank headquartered in Oakdale, California, with common stock traded on Nasdaq under the symbol OVLY.ConsultingRSM expands transatlantic partnership to MexicoRSM has reached an agreement in principle for RSM Mexico to join its transatlantic partnership formed by RSM US and RSM UK in January 2026. The addition will expand the partnership to over 25,000 professionals across the US, UK, Canada, Ireland, India, and El Salvador, with aggregate revenue reaching $5 billion. The agreement remains subject to definitive agreements, regulatory approvals, and satisfaction of various closing conditions.Simply Wall StAEYE: Accessibility Software And AI Integration Will Support Future Earnings PowerAnalysts updated the fair value estimate for AudioEye to $15.75 from $15.00, reflecting adjusted assumptions including slower modeled revenue growth, lower projected profit margins, a higher discount rate, and a higher future P/E multiple due to increased uncertainty around AI's impact on software companies. The company also underwent a leadership transition, appointing CFO Kelly Georgevich as CEO on May 4, 2026, and changed its auditor from MaloneBailey, LLP to RSM US LLP on May 26, 2026. AudioEye issued full-year 2026 revenue guidance of $43.25 million to $44.25 million, while reporting share repurchases of 81,131 shares for $0.99 million during Q4 2025.BusinessLineRSM US India plans to expand its office space in India; sees huge prospectsRSM US India, part of global consultancy firm RSM Global, plans to expand its office space in India due to bullish outlook on the country's market and talent potential. The firm currently operates in four cities (Gurugram, Hyderabad, Bengaluru, Kolkata) with around 4 lakh square feet of office space and employs approximately 3,800 people. The expansion reflects India's growing strategic importance to RSM Global's global operations strategy.Investing.comInternational Bancshares elects directors and approves proposals at annual meeting By Investing.comInternational Bancshares Corporation held its 2026 Annual Meeting of Shareholders on Monday, where shareholders approved all three proposals including the election of eight directors, ratification of RSM US LLP as independent auditor, and a non-binding advisory resolution on executive compensation. The company also recently amended its bylaws to eliminate the requirement for shareholders to own at least three percent of outstanding common stock to initiate derivative legal proceedings, lowering the门槛 for shareholder litigation. All proposals passed by majority vote, with the director election seeing approximately 50.3 million votes in favor for nominees like Javier de Anda.EIN PresswireRobbie Beyer on CAIO Connect Podcast with Sanjay Puri Says Change Management Will Decide AI Success in EnterprisesRobbie Beyer of RSM discussed enterprise AI adoption on the CAIO Connect Podcast at TechEx, emphasizing that change management, governance, and employee adoption determine success. He introduced a 'run, protect, grow' framework and warned that AI agents require strong governance before scaling. Beyer said AI success depends less on technology and more on people, process, and trust.