Exactera

Tarrytown, United States Founded: 2001 • Age: 25 yrs Acquired By Thomson Reuters
Tax compliance software solutions are provided for business operations.

About Exactera

Exactera is a Technology company based in Tarrytown (United States) founded in 2001, and was acquired by Thomson Reuters in March 2007. Tax compliance software solutions are provided for business operations. Exactera has raised $73 million across 2 funding rounds from investors including Thomson Reuters, Savant Growth and Insight Partners. Exactera has completed 1 acquisition, including RoyaltyStat. Its chief executive, as recorded, is Michael Hickman. Its website exactera.com draws about 15 thousand monthly visits. Exactera offers products and services including Exactera Transfer Pricing, Exactera Tax Provision, Exactera R&D Tax Credits, and ExactMatch. Its focus areas include FinTech, Finance & Accounting Tech, Accounting Solutions and Record to Report. Its competitors include Avalara, TaxAct and Anrok; 3 of its 3 listed competitors have raised funding.

Company details

Exactera was founded in 2001 and is headquartered in Tarrytown, United States. Tax compliance software is developed for businesses in the financial and regulatory sectors. Solutions encompass transfer pricing compliance, document management, regulations tracking, automated benchmarking, RD tax credit management, tax provisions, reports, and analytics. Royalty Stat is also offered for royalty and license management. Operations focus on streamlining compliance processes across global enterprises.

  • Headquarters Tarrytown, United States
  • Stage Acquired
  • Sectors
    Technology
  • Website category Finance · Accounting and Auditing
  • Email
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  • Phone
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  • Website exactera.com
  • Social LinkedIn X YouTube
  • Acquired by Thomson Reuters (Mar 2007)
Key Metrics

Products & Services of Exactera

Exactera offers a comprehensive portfolio of products and services, including Exactera Transfer Pricing, Exactera Tax Provision, Exactera R&D Tax Credits, and ExactMatch.

Exactera Transfer Pricing
Tax Software

AI solution for localized transfer pricing compliance and risk reduction.

Exactera Tax Provision
Tax Software

Tool for accurate ASC 740 calculations and audit-ready reports.

Exactera R&D Tax Credits
Tax Software

Platform to maximize and streamline R&D tax credit applications.

ExactMatch
Benchmarking Tool

AI-driven search for local transfer pricing comparables.

Apps and channels of Exactera

its YouTube channel Exactera has 47 subscribers and 21 videos.

Exactera
YouTube 47 subscribers 21 videos Autos & Vehicles
Open channel

Videos from Exactera

The most watched videos on Exactera's YouTube channel, Exactera (47 subscribers). Click a video to play it here.

Exactera overview
436 views
DEMYSTIFY TAX PROVISION REPORTING
221 views
Transfer Pricing and Tariffs: How to Prepare
169 views
Transfer Pricing Overview
154 views

More on Exactera.

Funding Insights of Exactera

Exactera has successfully raised a total of $73M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $33 million completed in July 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $73M
  • Total Rounds 2
  • Last Round Series B β€” $33M
  • First Round $40M

    (Sep 2019)

  • Investors Count 2

All 2 funding rounds of Exactera with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jul 2023$33MSeries B–Savant Growth
Sep 2019$40MSeries B–Insight Partners
–
Valuation history

3 investors in total: 3 institutional.

Investors in Exactera

Exactera has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Thomson Reuters, Savant Growth and Insight Partners.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Capital is invested by Savant Growth to fuel company expansion.
savantgrowth.com
Investment firm scaling software and technology companies from early to late stages.
insightpartners.com
Cloud-based legal management and data services are provided for businesses.
2008thomsonreuters.comToronto, Canada
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Investor details for Exactera

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People of Exactera

17 people are tracked at Exactera (11 in leadership, 6 in team).

NameRoleGroup
Michael Hickman
CEO & CFOLeadership
Gerry Praysman
Chief Revenue Officer (cro)Leadership
Lisa Marinkovic
Director Of Customer SuccessLeadership
Christy McDonald
Chief Revenue Officer (cro)Leadership
Alexander Jones
Director, Tax ProvisionLeadership
Mike Degennaro
Chief Financial OfficerLeadership
Mimi Song
Chief Economist & General ManagerLeadership
Stephanie Israel
Chief People Officer & General CounselLeadership
Gary Kell
Director, Tax ProvisionLeadership
David Feldman
Account Executive, Partner MarketLeadership
Stacey Palazzo
Manager, Partner And Provider RelationsLeadership
Richard Patino II
Business Development ExecutiveTeam
Tim Musoni
Manager, Client Success And Strategic AlliancesTeam
Lisa Leonard
Customer Success ManagerTeam
Lauren Foley
Accounting ManagerTeam
Brian Devito
Senior Business Development ExecutiveTeam
Daniel Hood
Sr. Business Development ExecutiveTeam
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Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

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  • Team structure
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Investments & Acquisitions by Exactera

Exactera has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RoyaltyStat.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Online database for company financials
royaltystat.comBethesda, United States1999Aug 2023β€’β€’β€’β€’
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Complete acquisition details for Exactera

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  • Deal sources
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  • Exports

Verified entity values are shown only after access is granted.

Timeline of Exactera

5 dated milestones of Exactera across 22 years, from founding to its latest funding, stage changes and deals.

  1. Founded Exactera is founded.
  2. Exit Acquired by Thomson Reuters.
  3. Funding First funding round of $40.0M.
  4. Funding Latest funding round, Series B, of $33.0M.
  5. Acquisition Acquires RoyaltyStat.

Competitors of Exactera

Exactera has 3 listed competitors in our database, 3 of them funded. They include Avalara, TaxAct and Anrok.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
avalara.com2004Seattle, United States$342.97M2,220
Cloud-based tax compliance solutions are delivered for businesses worldwide.
taxact.com1998Dallas, United States$85M133
Tax filing software is offered for individuals and businesses.
anrok.com2020San Francisco, United States$113.6M
Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations
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Detailed competitors of Exactera

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
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Verified entity values are shown only after access is granted.

Web traffic of Exactera

The website of Exactera (exactera.com) receives about 15K visits a month and ranks #1,856,328 among all websites worldwide, #4,458 in Accounting and Auditing.

  • Monthly visits
    15K

    ▲ 10% vs previous month

  • Unique visitors
    6K

    per month

  • Global rank
    #1,856,328

    among all websites

  • Category rank
    #4,458

    Finance · Accounting and Auditing

Similar websites

Websites whose visitors overlap most with Exactera. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
stevecollings.co.uk
stevecollings.co.uk
100%
#3,008,928–
alliantgroup.com
100%
56.8K#345,655View details
striketax.com
94%
#6,244,169View details
kbkg.com
86%
#1,277,095View details
armanino.com
armanino.com
84%
#651,414–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 16 similar websites and full traffic analytics for Exactera

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  • Audience overlap
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Top companies in GRC, Risk & Compliance Software

3 companies that operate in the same segment as Exactera (GRC, Risk & Compliance Software) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Platform that provides data analysis and management solutions
2003Denver, Colorado, United StatesUSD 2.46 BUSD 2.87 B5,915
Cybersecurity and zero trust solutions are delivered for secure networks.
2007San Jose, California, United StatesUSD 148 MUSD 3.35 B9,616
Identity and access management solutions are provided for developers.
2013Bellevue, Washington, United StatesUSD 332.75 M350
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Related news about Exactera

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Complete news archive for Exactera

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Frequently Asked Questions about Exactera

Exactera was founded in 2001 and raised its 1st funding round 18 years after it was founded.

Exactera is headquartered in Tarrytown, United States. It is registered at Tarrytown, New York, United States.

Michael Hickman is the CEO of Exactera, as recorded in our data.

Exactera is a funded company, having raised a total of $73M across 2 funding rounds to date. The company's 1st funding round was a Series B of $40M, raised on Sep 2019.

Exactera was founded in 2001 and is headquartered in Tarrytown, United States. Tax compliance software is developed for businesses in the financial and regulatory sectors. Solutions encompass transfer pricing compliance, document management, regulations tracking, automated benchmarking, RD tax credit management, tax provisions, reports, and analytics. Royalty Stat is also offered for royalty and license management. Operations focus on streamlining compliance processes across global enterprises.

Exactera's top competitors include Avalara, Anrok and TaxAct.

Exactera offers Exactera Transfer Pricing, Exactera Tax Provision, Exactera R&D Tax Credits, and ExactMatch.

Exactera has made 1 acquisition, including RoyaltyStat.

Exactera has 3 investors. Key investors include Thomson Reuters, Savant Growth, and Insight Partners.

Yes. Exactera was acquired by Thomson Reuters in March 2007.

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