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.

Why Fintechs Choose Wolf

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.

Risk Management & Fractional Compliance

From fractional compliance to advisory services and beyond, fintechs can trust Wolf & Company's decades of specialization in the financial services and technology industries.

Efficient & Effective Financial Support

We provide efficient and effective outsourced accounting, tax, and financial audit support – and a phased approach that scales alongside your needs.

Security & Peace of Mind

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

Expert Support at Every Stage

Driving Growth with Tailored Solutions

Through our client-focused approach, we build trusted partnerships that drive real results - so fintech companies can achieve long-term success.

The Advisor of Choice for Growing Tech Companies

Navigating complex regulations, scaling sustainably, and safeguarding customer trust are critical for fintech success. Wolf provides expertise to help you stay compliant, prepare for growth, and strengthen cybersecurity, giving you the right support at every stage.

Gain Clarity & Strategy With a Virtual CFO

A virtual CFOs is a strategic partner with financial and accounting experience, encouraging you to seize opportunities and drive growth.

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.

“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 Can We Help You?

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