# XA Investments: Accounting, Chicago, United States

> XA Investments: XA Investments is a financial consultancy that offers marketing, fund accounting, sales and distribution solutions to various industries.

Source: https://millionrounds.com/startup/xa-investments (Millionrounds; every figure on the page links to its filing or article)

United States · [Accounting startup](https://millionrounds.com/companies)

# XA Investments

XA Investments is a financial consultancy that offers marketing, fund accounting, sales and distribution solutions to various industries.

Funding reported Last round: Post-IPO Equity

Accounting Chicago, United States

Company summary

- **Founded:** 2016 10 years old
- **Team:** 11 11 to 50 people
- **Funding reported:** $73M in dollars
- **Last round:** Post-IPO Equity date not reported

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for XA Investments has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say XA Investments raised

Funding, as reported

Reported in all **$73M** in dollars

Last round **Post-IPO Equity**

## Founders and team

From XA Investments's own website: 12 on the team.

- **Kimberly Ann Flynn** President
- **Ted Brombach** Co-CEO
- **Beth Kirkpatrick** Executive Assistant and Business Operations Coordinator
- **Jacob Flynn** Senior Associate
- **Joanna Sowa** Marketing Associate
- **Lauren Hering** Analyst
- **Lisa Woo** Director of Fund Finance and Operations
- **Luke Gaskill** Associate
- **Nandil Patel** Analyst
- **Sara Jane Holland** Office Manager
- **Tetyana Babii** Analyst
- **Tom McCabe** Director of Regional Sales

Advisers *Paul C. Williams*

## Accounting in United States

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- [**UHY Advisors** New York · founded 2000](https://millionrounds.com/startup/uhy-advisors)

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