About Aprio
Aprio is a company based in Atlanta (United States) founded in 1952 was acquired by RSM US in April 2025. The company has 762 employees. Aprio has completed 8 acquisitions, including Burkettbeattie, Hpc Accounting & Tax and KRD.
- InvestorsCharlesbank Capital Partners
& 1 more
- Employee Count762
- Investments & AcquisitionsBurkettbeattie
& 7 more
- Acquired byRSM US
(Apr 2025)
Funding Insights of Aprio
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Aprio with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2024 | – | Private Equity Round | – | Charlesbank Capital Partners | – |
2 investors in total: 2 institutional.
Investors in Aprio
Aprio has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Charlesbank Capital Partners and RSM US.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm | – | charlesbank.com | Boston, United States | |
Offers audit, tax, and consulting services for middle-market leaders. | 1926 | rsmus.com | Chicago, United States |
Investor details for Aprio
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Aprio
485 people are tracked at Aprio (223 in leadership, 262 in team); the tracked headcount is 762.
| Name | Role | Group |
|---|---|---|
Richard Kopelman | CEO | Leadership |
Carolyn O’Boyle | Chief People Officer | Leadership |
Brad McGuire | Tax Partner | Leadership |
Bryan Happ | CFO Advisory Consultant | Leadership |
Greg Plotts | Partner - Nonprofit And Associations | Leadership |
Kelly Creed Davenport | Tax Partner Serving Businesses At Aprio West Coast | Leadership |
Cheng Sun | Assurance Director | Leadership |
Kevin Watson | Managing Director - Indirect Tax Practice Leader | Leadership |
Geoffrey Kulik | Tax Partner | Leadership |
John Bly | Managing Partner Of The South Atlantic | Leadership |
Richard Schriefer | Partner & Managing Director | Leadership |
Grant Gooding | Assurance Partner | Leadership |
Andrew Pickering | Assurance Partner - Manufacturing And Construction | Leadership |
Thomas Yetman | Director Assurance Services | Leadership |
Joseph Wallace | Tax Partner | Leadership |
Kevin McAdams | Tax Partner | Leadership |
Rob Eby | Partner - National Nonprofit Segment Leader | Leadership |
Christie Reed | Director, State Compliance | Leadership |
Cindy Gomerdinger | Partner | Leadership |
Trish Johnson | Director, Nonprofit Consulting | Leadership |
465 more people are available in the full profile.
Complete people profiles for Aprio
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Aprio
Aprio has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Burkettbeattie, Hpc Accounting & Tax and KRD.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Accounting, audit, assurance, financial planning, and tax services are provided. | krdcpas.com | Schaumburg, United States | 1998 | Dec 2024 | •••• | |
Provider of accounting and financial strategy services for businesses and individuals | burkettbeattie.com | – | 0 | Dec 2024 | •••• | |
Cybersecurity, data management, and IT services are provided. | syzygysolutions.net | Atlanta, United States | 2012 | Feb 2021 | •••• | |
Offers recruitment services to connect organizations with qualified candidates for various roles. | velossent.com | United States | 2001 | Feb 2021 | •••• | |
Data management services are provided for organizational efficiency. | relevantdatatech.com | Atlanta, United States | 2010 | Oct 2020 | •••• | |
Finance and accounting services are provided in Atlanta. | hpccpa.com | Atlanta, United States | 2014 | Jun 2018 | •••• | |
Provider of financial consulting, tax, and other services | rrbcpa.com | Atlanta, United States | 1980 | Jan 2018 | •••• | |
Strategic consulting services in risk management are provided. | seeriskadvisors.com | High Point, United States | 2012 | Dec 2016 | •••• |
Complete acquisition details for Aprio
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Aprio
11 dated milestones of Aprio across 73 years, from founding to its latest funding, stage changes and deals.
- Founded Aprio is founded.
- Acquisition Acquires See Risk Advisors.
- Acquisition Acquires RRB Business Services.
- Acquisition Acquires Hpc Accounting & Tax.
- Acquisition Acquires Relevant Data Technologies.
- Acquisition Acquires Velossent.
- Acquisition Acquires Syzygy Solutions.
- Funding First funding round.
- Acquisition Acquires Burkettbeattie.
- Acquisition Acquires KRD.
- Exit Acquired by RSM US.
Web traffic of Aprio
The website of Aprio (aprio.com) receives about 44.1K visits a month and ranks #772,749 among all websites worldwide, #1,914 in Accounting and Auditing.
- Monthly visits44.1K
▲ 15.6% vs previous month
- Unique visitors17.8K
per month
- Global rank#772,749
among all websites
- Category rank#1,914
Finance · Accounting and Auditing
- Bounce rate49%
- Pages per visit2.3
- Average visit1 min 04 sec
- DevicesDesktop 56% · Mobile 44%
Websites whose visitors overlap most with Aprio. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| forvismazars.us | 100% | 146.1K | #356,546 | View details | |
| protaxconsulting.com | 95% | – | #1,537,272 | View details | |
expatcpa.com | expatcpa.com | 94% | – | #4,503,799 | – |
stephens.com | stephens.com | 94% | – | #534,078 | – |
| askfrost.com | 94% | – | #1,611,935 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Aprio
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Aprio
Complete news archive for Aprio
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Aprio
10 companies that operate in the same segment as Aprio (Finance & Accounting Services), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | – | USD 3.95 B | 70,100 | |
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 2.76 B | USD 54.77 M | 2,097 | |
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 | |
Provider of financial services | 1978 | Los Angeles, California, United States | USD 249.55 M | – | 1,736 | |
Accounting services are provided by Accordion to business clients. | 2009 | New York, New York, United States | USD 165 K | – | 351 | |
Cloud-based accounting software is offered for business operations. | 2002 | Tampa, Florida, United States | USD 24.33 M | – | 166 | |
Provider of financial management services | 1998 | Johannesburg, Gauteng, South Africa | – | USD 14.3 B | 44,916 | |
Financial services in insurance are provided to individuals and businesses. | 2019 | Jaipur, Rajasthan, India | USD 115.63 M | USD 55.59 M | 280 | |
Audit, tax, and advisory services are provided in the UK. | 1983 | Bolton, Greater Manchester, United Kingdom | USD 6.73 M | – | – | |
Audit, accounting, advisory, and tax services are provided. | 1963 | New York, New York, United States | – | USD 8.52 M | 700 |
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Frequently Asked Questions about Aprio
Aprio was founded in 1952 and raised its 1st funding round 72 years after it was founded.
Aprio is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Richard Kopelman is the current CEO of Aprio.
Aprio has 762 employees.
Aprio was founded in 1952 and is headquartered in Atlanta, United States. Business advisory services are offered, encompassing tax preparation, financial consulting, accounting, and behavioral analytics. Solutions are tailored for sectors such as retail, housing, non-profit organizations, education, manufacturing, real estate, and biosciences. Operations focus on delivering these services to clients across various industries.
Aprio has made 8 acquisitions, including Burkettbeattie, Hpc Accounting & Tax, and KRD.
Aprio has 2 investors. Key investors include Charlesbank Capital Partners, and RSM US.
Yes. Aprio was acquired by RSM US in April 2025.