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BPM - About the company

BPM is an acquired company based in San Francisco (United States), founded in 1986. It operates as a Provider of assurance, advisory, tax, accounting, technology, and wealth management services. The company has 4407 active competitors, including 70 funded and 434 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of assurance, advisory, tax, accounting, technology, and wealth management services. The firm delivers financial and operational support to businesses across various stages of growth. Services include audit, regulatory compliance, corporate finance, cybersecurity, data analytics, and human resources consulting. The organization also offers tax planning, wealth management, and specialized accounting solutions for diverse industries. Technology offerings include implementation and optimization of business software systems.
Website
bpm.com
Social
XFacebook
Email ID
*****@bpmcpa.com
Phone Number
+1 **********
Registered Address
San Francisco, California
Key Metrics
Founded Year
1986
Location
San Francisco, United States
Stage
Acquired
Ranked
Employee Count
1,879 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Firstsource (Jan 04, 2007)

BPM's acquisition details

BPM got acquired by Firstsource on Jan 04, 2007.
Click here to take a look at BPM's acquisition in detail
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BPM's funding and investors

BPM has not raised any funding rounds yet.

BPM's founders and board of directors

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BPM's employee count trend

BPM has 1,879 employees as of Aug 26. Here is BPM's employee count trend over the years:
Employee count trend for BPM
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BPM's Competitors and alternates

Top competitors of BPM include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of BPM, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Alera Group
Alera Group
1995, Deerfield (United States), Acquired
Provider of HR, life & health insurance, general liability, and other services
$250M
73/100
2nd
Logo for Focus Financial Partners
Focus Financial Partners
2004, New York City (United States), Acquired
Provider of business consulting services to banks and lending institutions
$333M
71/100
3rd
Logo for Raymond James
Raymond James
1962, St. Petersburg (United States), Public
M&A, capital advisory, and wealth management firm
-
-
69/100
4th
Logo for LPL Financial
LPL Financial
1989, San Diego (United States), Acquired
Stock brokerage firm
-
68/100
5th
Logo for Wintrust
Wintrust
1991, Rosemont (United States), Public
Bank offering diversified financial services
-
66/100
6th
Provider of multi-family office services
$116M
66/100
7th
Logo for Zions Bank
Zions Bank
1873, Salt Lake City (United States), Unfunded
Private banking firm offering wealth management services
-
-
63/100
8th
Logo for Linedata
Linedata
1998, Neuilly sur seine (France), Public
Provider of software, data, analytics, and related services for financial institutions
-
63/100
9th
Logo for Berkadia
Berkadia
2009, New York City (United States), Series D
Provider of wealth management services
$1B
62/100
10th
Logo for First Western Trust
First Western Trust
2004, Denver (United States), Public
Wealth management firm
$51.4M
62/100
47th
Logo for BPM
BPM
1986, San Francisco (United States), Acquired
Provider of assurance, advisory, tax, accounting, technology, and wealth management services
-
-
47/100
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BPM's Investments and acquisitions

BPM has made 2 investments in Telesio Sistemi and Rivalfox and acquired Avaunt.
Here is the list of these investments and acquisitions:
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Dec 22, 2022
Investments
2010
Cosenza (Italy)
Jun 29, 2022
Acquisition
1985
Sacramento (United States)
Jan 30, 2015
Investments
2013
Berlin (Germany)
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Reports related to BPM

Here is the latest report on BPM's sector:

News related to BPM

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Media has covered BPM for a total of 7 events in the last 1 year, 4 of them have been about company updates and 2 about people movement.
•
BPM opens San Diego officeConsulting•Mar 06, 2026•BPM
•
BPM opens office in AustinConsulting•Feb 20, 2026•BPM
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FAQs about BPM

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