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Grow Your Fintech With Confidence

With 100+ years of banking experience and over 20 years of working with venture capital and private equity-backed tech companies, Wolf & Company is the advisor of choice for growth-focused fintechs.

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What we offer

Guidance & Compliance to Sustainably Scale

Whether you’re raising funds or preparing for an IPO, Wolf & Company supports your growth goals. As your trusted business partner, we’ll work to address challenges and achieve success – together.

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Risk Management & Fractional Compliance

From fractional compliance services to vendor management and beyond, fintechs can trust Wolf & Company’s decades of specialization in financial services and technology.
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Efficient & Effective Operational Support

We provide efficient and effective accounting and finance support – and a phased approach that scales alongside your needs.
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Security & Peace of Mind

Speed up your sales cycle and ease customer concerns with SOC reports, PCI DSS compliance, attestation reporting, and more.

CASE STUDY

Synctera

Synctera needed guidance on how to strengthen their model oversight controls and documentation to meet regulatory expectations. Discover why this fintech chose to partner with Wolf & Company.
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“Synctera is built with risk and compliance at its core. We needed an experienced risk and compliance partner that could help us with model reviews within a fintech environment. Wolf helped us achieve just that and remained flexible and communicative throughout the process.”
Mitchell Lee
Former Chief Risk & Compliance Officer, Synctera
How We Support You

Why Fintechs Choose Wolf

Through our client-focused approach, we build trusted partnerships that drive real results - so you achieve long-term success and sustainable growth.

Deep Understanding of the Regulatory Environment

For fintechs, compliance is resource-intensive, costly, ever-changing – and essential. With Wolf, you have the expertise you need to navigate complex regulatory environments and impress your customers.

The Advisor of Choice for Growing Tech Companies

Wolf builds a strong foundation for long-term partnerships, rooted in practical advice, on-demand support, and more than two decades of experience advising tech companies on how to prepare for rapid, sustainable growth. We also offer a phased approach so you can get the support you need – on your timeline.

Real Threats. Real Protection.

As a fintech, you need to show your customers that you take their security seriously. Partnering with Wolf for your cybersecurity needs means you can quickly identify gaps and develop corrective action plans.
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Certifications

CERTIFIED ANTI MONEY-LAUNDERING SPECIALIST

Featured Insights

We dive deep into issues and topics that could have an impact on your organization.

  • Insights

Are You Guilty of These 3 SOC Report Review Mistakes?

Learn the key mistakes to avoid when reviewing vendor SOC reports and learn how to strengthen your vendor management program.
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  • Insights

Navigating the Changes to PCI DSS SAQ A: What Merchants Need to Know & How to Prepare

Discover the key updates to PCI DSS SAQ A under version 4.0.1 and learn how merchants can adapt to evolving compliance requirements.
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  • Insights

Winning Financial Institutions’ Trust: A Fintech’s Guide to Risk Assessments

How can fintechs can build trust with financial institutions through proactive attestation reports, regulatory compliance, and audit readiness?
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  • Insights

The Hidden Costs of Non-Compliance: How Fintechs Can Avoid Expensive Pitfalls

Is your fintech compliance program proactive enough to drive long-term growth? Learn how a strategic approach can safeguard your organization.
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SEE ALL RESOURCES

Industry Professionals

Our team of trusted advisors use a customized approach to provide support so that you can focus on what you do best.

Matt T. MacDonald

Senior Manager
CISA

Michael E. Kanarellis

Principal & Chief Growth Officer

Cristina L. Palladino

Manager
MBEC, CAMS, CAFCA, CCRS

How Can We Help You?

Fill out the form below and we’ll be in touch as soon as possible.
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©2024 Wolf & Company, P.C., all rights reserved.
Wolf & Company, P.C. is a member of Allinial Global, an association of legally independent firms.

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