This is your moment. Capture it with a strategy to scale.
You’re building momentum. Carry it forward and drive your company over the next inflection point with the strategy and services that will help you scale, streamline and soar.
Wipfli’s fintech team goes beneath the surface for insights to slow your burn rate while accelerating development. Information is your edge. With us, you can use it to analyze customer behaviors, neutralize threats, increase efficiency and outpace your competition.
Our diverse yet fintech-focused team won’t let you get stalled by changing regulations.
No matter what size you are or stage you’re at, Wipfli’s fintech team can help you find flexibility and financial stability so you can disrupt the industry.
Why Wipfli
It’s not enough to simply understand your business and technology. You need guidance that incorporates in-depth knowledge of the industries you serve.
Our fintech team has experience working with both financial institutions and the fintech companies that support them. This gives us unique understanding to better serve you with everything you need, from development and cybersecurity to back-office and compliance.
Our fintech services
CFO outsourcing
By collaborating with Wipfli, you can focus on value-added work while we take ownership of the areas that give you unnecessary stress and expense. Our CFO outsourcing team brings innovative yet practical solutions. And we can also scale our CFO, CHRO, CIO and vCISO services to the level your company needs, keeping it leaner and more flexible.
Financial services
Our audit and tax teams stay up to date with the changing business environment so that they can assist any company, from start-ups to long-established entities. We’re ready to help your fintech minimize tax exposure, leverage R&D and energy tax credits, and achieve greater financial maturity.
Regulatory compliance
If you want to get your products to market and find successful partnerships, you need to prove that you’re meeting regulatory standards. Wipfli’s specialists apply real-world experience in helping you create an effective compliance program. We can provide you with focused consulting assistance, training and audits, as well as help with responses to regulatory agencies when needed.
Digital
Wipfli can help your digital do more. We use decades of experience and imagination to help our fintech clients deepen human connections and scale with greater precision and impact. We unlock the real impact of technology so they can transform faster, engage smarter and get tangible results.
Organizational performance
From insights to action, our organizational performance consulting team partners with you to make your company healthier, more agile and more valuable. Our team focuses on executive coaching, team development, operational excellence and strategy.
M&A transaction services
Wipfli supports businesses with end-to-end transaction services. From strategy, due diligence and transaction execution to post-deal integration or divestiture, we do whatever it takes to help you achieve sustainable growth and a competitive advantage.
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.
