Why Our Fourth Year on the Inc. 5000 Is the Best One Yet

We did it again, folks. For the fourth consecutive year, Edge Financial has been named to the Inc 5000 list of fastest growing private companies in the United States.

Maybe our concept of time has just been a little warped from the last year and a half of pandemic, remote work, and just about everything else. But it’s really hard to believe that we’re entering our fourth year of recognition by Inc. Magazine for our continued, rapid growth.

After four years on the list, we’ve learned some lessons that we want to share. Some things we’ve known, and some things we’ve been reminded. Blame it on the last year and a half! Certainly, we’re feeling a little sentimental.

Background on the Inc 5000

If you’re not familiar with the Inc 5000, it’s a list of the fastest growing private companies in the country. And it goes way back. For example, over the years it has included such companies as Dell, Zillow, Pandora, and plenty more household names. To make the list, your 3-year growth needs to hit certain thresholds and then earn you a rank.

What Makes This Year’s Rank So Special?

With 2021’s ranking, we’ve officially made the list four years in a row—2018, 2019, 2020, and 2021—a pretty rare accomplishment for any company. So what makes this year so special? In order to answer that question, we have to go back twenty years to 2001.

You see, 2001 marks a very significant year for Edge Financial. It’s the year we were founded.

Yes, twenty years ago we set out on our mission to help our clients like you file error-free tax returns, maximize your tax refunds, and defend yourself against all sorts of tax issues. And for twenty years, we’ve done just that.

We’ve made changes to our approach, we’ve built a team of rock star tax experts, and we’ve helped thousands.

And this year, when we learned we’d made the Inc 5000 list of fastest growing private companies in the U.S., it occurred to us: We’ve been making this prestigious list for 20% of the entire history of Edge Financial! Which means the kind of growth that has earned us a spot on this list has been taking place for 30% of our lifetime.

Which means, well, a lot.

Our Pledge to You in 2021 and Beyond

Of course, we know we can’t experience the thrill of making this list for the first time again. Or the second time. Or the third. To us, what sets this moment apart is what it says about our future—and what we owe our team, our clients, and our mission. The very same mission we started out with in 2001.

To sum up, we’re using this moment, 20 years after we got our start, to forge a new path. To build upon the changes we’ve made, our commitment to our clients, and the work we do together as a team. We’re setting out on a journey that will last another who-knows-how-many years. One with bigger stakes, bigger goals, and bigger commitments.

Will we make the Inc 5000 again? Who knows! Certainly not us. Because if we spent all year thinking about it, we wouldn’t have any time to do what we really love: Nerding out on taxes. So if we can guarantee one thing from this announcement, it’s that we will never stop being tax nerds. And we’ll never stop nerding out on


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