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
- 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
47th among 4407 active competitors
Employee Count
1,879 as on Aug 31, 2026
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Firstsource (Jan 04, 2007)
Legal entities associated with BPM
BPM is associated with 3 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
BPM CIN: 40203050769 , Latvia, Deadpooled | Feb 15, 2017 | €0 - €1M (As on Dec 31, 2018) | 1 (As on Dec 31, 2018) | - |
BPM INDIA ADVISORY SERVICES PRIVATE LIMITED CIN: U74999KA2016FTC097696 , India, Active | Nov 09, 2016 | ₹10 - ₹50 Cr (As on Mar 31, 2025) | 129 (As on Mar 31, 2024) | |
BPM LLP CIN: 814234542 , United States, Active | Dec 26, 999 | - | 910 (As on Dec 31, 2024) | - |
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
Founder? Claim ProfileBPM's employee count trend
BPM has 1,879 employees as of Aug 26. Here is BPM's employee count trend over the years:
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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:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 73/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 69/100 |
4th | LPL Financial 1989, San Diego (United States), Acquired | Stock brokerage firm | - | 68/100 | |
5th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
6th | Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
7th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
8th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
9th | Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
10th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
47th | BPM 1986, San Francisco (United States), Acquired | Provider of assurance, advisory, tax, accounting, technology, and wealth management services | - | - | 47/100 |
Looking for more details on BPM's competitors? Click here to see the top ones
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) |
Reports related to BPM
Here is the latest report on BPM's sector:
News related to BPM
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.
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Financo: Carlo and Ubaldo Colaiacovo increase stakes to 37.5% each; operation valued at €450 millionIlgiornaleditalia•May 06, 2026•BPM, Financo, Natixis
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