The 12 closest competitors and alternatives to LUZ Capital Partners, LLC among financial services companies — ranked by similarity to what LUZ Capital Partners, LLC actually does, not by market-cap band.
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LUZ Capital Partners is building a tax, accounting, and financial advisory platform that acquires and operates established firms serving immigrants and immigrant-owned businesses. The company focuses on preserving business legacies, maintaining company culture, and driving long-term growth and stability.
LUZ Capital Partners, LLC is a financial services company headquartered in United States. Its most recent funding round raised $920,000 in August 2024. Xcout tracks 12 named people at LUZ Capital Partners, LLC, including Danilo Boavista (Founder & Managing Partner).
6 more named people on record for LUZ Capital Partners, LLC, with roles, board committees and tenure — see the full roster →
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $920,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Ranked by semantic similarity — how close each company is to LUZ Capital Partners, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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ATX Holdings, LLC (atX USA) provides bookkeeping, cloud accounting integration, and specialized financial reporting services for small- and medium-sized businesses in the United States. Utilizing platforms such as QuickBooks and Xero, the company delivers financial management and fractional CFO-level insights to support growing enterprises.
Financial Services & Business Outsourcing
Stable Rock Solutions LLC provides outsourced back-office, financial, accounting, tax, and business infrastructure services. The company serves investment and asset managers, operating businesses, and high-net-worth individuals to enhance operational efficiency and support growth.
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Faithful Financial Co, LLC is a financial services firm that specializes in business accounting, tax services and advisory, investment management, and retirement planning. The Christ-centered, family-owned business also provides bookkeeping and CFO services tailored for faith-driven entrepreneurs.
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Abilene Partners provides cloud-based financial and accounting services, including CFO support and strategic planning, specifically tailored for nonprofit and social impact organizations. The firm utilizes modern technology and digital tools to help clients manage their finances and achieve long-term goals.
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Limetax provides accounting and tax advisory services along with proprietary, DATEV-integrated technology for tax firms. The company partners with selected firms to offer central services such as recruiting, controlling, process optimization, and marketing.
Insurance
Salt Margin is an outsourced and fractional CFO and accounting firm that serves founder-led consumer brands. The company provides services including a 90-day financial clean-up, ongoing monthly support tiers, in-house finance team build-out, and preparation for selling a brand.
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Contabilizei is a financial back-office platform designed for small and medium-sized businesses (SMBs). The company assists clients with business formation, tax filing, and accounting services.
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Launch Finance provides specialized accounting and finance solutions tailored for venture-backed startups to help them scale with strategy and operational efficiency.
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Gelt is a fintech and insurtech startup founded in April 2021 that provides premium tax solutions for high-net-worth individuals and scaling businesses. The company combines artificial intelligence and technology with the expertise of certified public accountants to offer continuous tax planning, calculation, filing, and advisory services.
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SAINVUS provides capital, infrastructure, and strategic partnership to CPA firm owners seeking succession planning. The company takes on operational and administrative burdens such as technology, HR, recruiting, and back-office support to help firms grow while preserving their legacy.
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BharCap is a private equity investment firm that focuses on the financial services sector, including wealth management, tax and accounting services, insurance distribution, and tech-enabled financial services. The firm invests in and supports the growth of dynamic businesses by leveraging its operational experience and industry expertise.
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Prox Capital Group provides capital, strategic guidance, and operational support to self-funded searchers and entrepreneurs acquiring and scaling small businesses. The firm's portfolio and services include financial operations, fractional accounting, and digital marketing to assist through the acquisition and growth process.
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