Aprio

About Aprio

Aprio is a business advisory, tax, and accounting firm focused on serving innovators, business leaders, and entrepreneurs. They provide guidance, technology, and resources to help clients compete, scale, and achieve future goals with confidence. Operating globally, Aprio supports clients across various industries in the US and over 50 countries, helping with financial strategies, acquisitions, and succession planning.

Products & Services

Business Advisory Services:Tailored solutions to increase efficiencies, drive growth, and mitigate risks across organizations.

Tax Services:Comprehensive tax planning and compliance services including international tax, state & local tax consulting, and R&D tax credits.

Accounting Services:Outsourced accounting, payroll, and financial planning services to support business operations.

Audit & Assurance:Quality assurance reporting for financial and non-financial transparency and insights.

Wealth Management:Financial planning and investment management through Aprio Wealth Management, LLC.

Transaction Advisory:Support for mergers, acquisitions, and other transactions to maximize value and manage risks.

Industry-Specific Services:Specialized advisory for sectors like technology, healthcare, real estate, construction, and more.

Specialties

Tax Planning and Compliance International Tax and Global Mobility R&D Tax Credits Transaction Advisory and M&A Wealth Management Blockchain Accounting Government Contract Compliance Healthcare Advisory Real Estate and Construction Advisory Technology and Fintech Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Grant T: - FT: Grant	A: 93000 MR: - FA: $93,000 FAN: 93000	D: 2023-06-08 FD: 2023-06-08	-

Grant Latest

2023-06-08

$93K

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

J

Jim Cordova

Southern California Market Leader and Real Estate Tax Partner

T

Toni Calderon

Founder and CEO

D

Dana Zuckofsky

Podcast Host

Recent News

Aprio Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised