Support to help you streamline, scale and soar
For fintech companies, information is your edge. The right insights can help you analyze customer behaviors, neutralize threats, increase efficiency and outpace your competition.
But it’s not enough to simply understand your business and technology. You need guidance that can help you navigate regulatory oversight and incorporates in-depth knowledge of the industries you serve.
Why Wipfli?
No matter what size you are or stage you’re at, Wipfli’s fintech consulting can help you find flexibility and financial stability so you can disrupt the industry.
Our team has experience working with both financial institutions and the fintech companies that serve them, giving us a unique understanding of the support you need. From development and cybersecurity to back-office and compliance, our services go beneath the surface for insights to slow your burn rate while accelerating development.
Outsourced services
Fill critical gaps in your back-office talent with Wipfli’s outsourced services. We provide you with experienced professionals, including executives, who can help you meet your industry-specific needs around people, operations, accounting and technology.
Assurance services
As stakeholders demand more accountability, organizations need to build trust and maintain compliance. Wipfli’s assurance team can help, going beyond reports and numbers to deliver insights for improving your compliance and performance.
Organizational performance consulting
Wipfli helps you align your strategy, operations and people in achieving sustainable growth. We provide efficient access to the experience and solutions you need to enhance performance.
Risk advisory services
Apply proactive strategies to your risk management and compliance with Wipfli. Our team takes a risk-based approach to your needs, using our industry experience and practical solutions to enhance your risk mitigation efforts.
Digital services
Drive digital success with Wipfli. Our team has the experience needed to meet your industry-specific technology needs. Whether you want to adopt the latest innovations, enhance compliance or gain new efficiencies, we can help you build a digital strategy based on your people, processes and best-fit technologies.
Tax services
Developing a tax strategy that effectively balances opportunity and compliance is vital for your growth. Wipfli’s tax team uses a proactive approach to help you navigate complex tax laws and implement strategies to minimize your tax liability.
Transaction advisory services
Wipfli’s transaction advisory team provides end-to-end support for buy-side, sell-side, valuations, tax implications and investment banking. We’re committed to using our industry experience to meet your strategic and transaction needs so that you can achieve a successful outcome.
Our team
Kevin Smith
Kevin Smith is a principal and the national leader of Wipfli’s Technology and Innovation Industry. In this role, Kevin aligns Wipfli’s broad portfolio of consulting and financial services to accelerate growth for technology centric clients. With a successful history of driving growth in private equity held technology and professional service firms, Kevin is uniquely attuned to opportunities and optimizations that provide immediate impact for scaling technology companies.
Mike Morris, CISA
Mike Morris oversees projects, including Service Organization and Control (SOC) reports (SOC 1 and SOC 2), Sarbanes Oxley IT 404 testing, network vulnerability and penetration testing and IT general control reviews for FinTech companies, banks, and insurance companies. He is a member of the Information Systems Audit and Control Association (ISACA) and is an active member of the Technology Association of Georgia (TAG), serving the chair of the board of the FinTech Society. Over the years, Mike has led a variety of seminars and webinars, as well as served on panels relating to internal fraud, preparation for an IT audit, vendor management and risk management.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
