Schulman Lobel

Accounting Servicesswallp.com

Schulman Lobel is a privately held New York-based accounting and consulting firm, founded in 2001 with 11-50 employees, that delivers financial and management strategy services to both individual and business clients in a small / boutique professional services model.

Company typePrivate
Founded2001
HeadquartersNew York, United States
Headcount101–250
GTM typeB2B and B2C
OfferingServices

Schulman Lobel firmographics

Firmographics

Name: Schulman Lobel
Website: https://swallp.com
Company type: Private
Founded year: 2001
Headcount range: 101–250 employees
Short description: Schulman Lobel is a privately held New York-based accounting and consulting firm, founded in 2001 with 11-50 employees, that delivers financial and management strategy services to both individual and business clients in a small / boutique professional services model.
Ownership category
akta.pro rank

Schulman Lobel industry classification

Industry

Product category: Accounting Services
NAICS: Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)
SIC: Services-Management Consulting Services (8742), Investment Advice (6282)
akta.pro industry: PRIMARYFSAEAGAI
Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory
Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

Keywords

Accounting services
Consulting services
Financial advisory
Management consulting
Business strategy

Where Schulman Lobel is headquartered

Location

Headquarters

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

Markets served

Schulman Lobel business model

Business model

GTM type: B2B and B2C
Offering type: Services
Cost components: Personnel, Operations

Schulman Lobel product offering

Product offering

Core offering

Schulman Lobel is an accounting and consulting firm that offers financial and management strategies to individuals and businesses. The firm delivers professional services engagements covering accounting and management consulting, supporting clients with financial planning, reporting, and business strategy needs from its New York base.

Differentiator

Problem solved

Functional benefit

Companies that use Schulman Lobel

Customer profile

Ideal customer profiles2 records

Schulman Lobel technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Schulman Lobel competitors and assessment

Company assessment

Direct peers

Anchin, Block & Anchin: Mid-sized New York-based CPA and advisory firm serving closely held businesses and high-net-worth individuals with accounting, tax, and business consulting services — directly comparable in market, location, and service mix.
Marks Paneth: New York-based accounting and consulting firm providing tax, audit, and advisory services to SMBs, entrepreneurs, and individuals — a near-identical positioning to Schulman Lobel in size and client mix.
EisnerAmper: Large New York-based full-service accounting and business advisory firm serving middle-market companies and high-net-worth individuals across closely overlapping practice areas.
CohnReznick: Top-tier U.S. advisory, assurance, and tax firm headquartered in NYC serving middle-market and high-net-worth clients — comparable in market segment and service breadth.
Withum Smith+Brown: Mid-market accounting and advisory firm with strong Northeast presence, providing tax, audit, and consulting services to businesses and individuals — comparable scale and client base.

Broad incumbents

BDO USA: Top-tier U.S. accounting and advisory network offering the full suite of tax, audit, and consulting services; competes for the same mid-market NYC clients, but at significantly larger scale.
RSM US: Large U.S. provider of audit, tax, and consulting services aimed at the middle market — serves overlapping client segments but operates as part of a global brand.
Baker Tilly US: Major U.S. advisory, tax, and assurance firm focused on middle-market businesses — overlaps in services and target clients, but at greater geographic and scale breadth.
KPMG US: Big 4 global accounting and advisory network with a major NYC presence; competing for the same high-net-worth and middle-market engagements, albeit at vastly larger scale.
Deloitte US: Big 4 firm offering tax, audit, consulting, and advisory services to a broad client base that includes the same individuals and middle-market businesses Schulman Lobel serves.

Market position

Customer concentration

Schulman Lobel financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Schulman Lobel leadership team

Management profile

Number of profiles

Schulman Lobel funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Schulman Lobel M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Schulman Lobel

What does Schulman Lobel do?

When was Schulman Lobel founded?

Schulman Lobel was founded in 2001. It employs 101 to 250 people.

Where is Schulman Lobel based?

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

Who are Schulman Lobel's main competitors?

Direct peers on record are Anchin, Block & Anchin, Marks Paneth, EisnerAmper, CohnReznick and Withum Smith+Brown. Broad incumbents are BDO USA, RSM US, Baker Tilly US, KPMG US and Deloitte US.

Does Schulman Lobel have an API?

No public API is recorded for Schulman Lobel.

What industry is Schulman Lobel in?

Schulman Lobel's product category is Accounting Services. Its primary akta.pro industry code is FSAEAGAI, Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory. Its NAICS code is 541211 and its SIC code is 8742.