Meeting your needs at every stage of your lifecycle
As an innovator in insurtech, you’re reshaping expectations.
Your work is key in helping insurance companies better manage distribution, underwriting, claims and other critical processes. But since market disruption doesn’t come easy, you face an ever-changing landscape of economic, regulatory and social challenges.
Wipfli can help. With an insurtech consulting team dedicated to emerging technology, we’re strategically positioned to serve insurance innovators.
Why Wipfli?
Wipfli brings distinctive knowledge of insurance regulation and risk management to help guide you through the challenges your business faces. We don’t just understand the utility and vulnerability of emerging technology, we also continually analyze the impact of government policy.
Our team knows how insurers and insurtech can build mutually beneficial relationships, and we’re ready to help you make those connections.
Assurance services
Wipfli’s audit and assurance team can support your company with everything from financial statement preparation to fianancial statement audits. We go beyond providing reports to deliver actionable insights that can help you mitigate risks and strengthen your business.
Tax services
Wipfli’s tax services provide smarter tax strategies to maximize financial gain. We can help you minimize tax exposure and achieve your financial goals with support for key areas including navigating complex tax laws, maximizing the potential for R&D credits and tax compliance.
Risk advisory services
As insurtech evolves, so do your regulatory challenges. Wipfli can help, providing you with support for training, audit and regulatory compliance systems so that you lead and thrive in any regulatory environment.
Digital services
Let Wipfli help you align technology with your business strategy. We apply our industry experience and technology savvy to helping you select, implement and integrate your systems so that you can turn data into insights.
Outsourced services
Wipfli provides outsourced services in accounting, technology, human resources and operations — all grounded in a comprehensive understanding of your regulatory environment. Let us take ownership of your back-office challenges so that you can focus on growth.
Organizational performance consulting
Build a high-performance company with Wipfli. Our organizational performance services help align your planning, people and operations under your unique vision of success.
Transaction advisory services
Whether for capital raising or evaluating potential M&A opportunities, Wipfli’s transaction advisory services can help you assess risks and identify opportunities to enhance value. Our end-to-end support enables you to avoid surprises and expedite a successful close.
Our team
Greg Foster, CPA
Greg Foster is a partner with over 30 years of practice in public accounting. His experience includes providing insurance, banking, credit union and securities clients with various services including financial statement audits, public and private securities registrations and mergers and acquisitions. As leader of the insurance services group, Greg oversees a variety of services to insurance companies including traditional insurers and reinsurers as well as captives, risk retention groups, reinsurance pools and similar arrangements.
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.
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.
Client success story
Wipfli helped Cross Insurance reduce risk and increase its resiliency through disruption.
