Fintech

Experience

Drawing on over 100 years of experience in financial services, and our deep expertise of the Software as a Service (SaaS) sector, we provide a unique perspective to all fintech companies. Our integrated service team helps our clients navigate the highly specialized regulatory, security, financial reporting, and tax issues that exist at the critical intersection of technology and financial services.

Our fintech clients range from start-ups to top 50 public fintech companies and cover a number of verticals including Banking as a Service (BaaS) providers, digital lending, payment platforms providers, regtech, investment platforms, insurtech, and crypto.

Clients We Serve

Expertise

Matt T. MacDonald
Senior Manager
Insights

The State of Banking Enforcement Actions: Why Fintech Partners Need Proactive Compliance Management

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Insights

How AML & KYC Shape Fintech Compliance

Explore essential strategies for fintech compliance, including KYC, AML, fraud prevention, and more to stay...

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Insights

Proactive Fintech Compliance: How to Build a Strong Foundation for Growth

How can your fintech take a proactive approach to compliance to partner with more financial...

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Blog

Technology Leadership Conference 2023: Key Takeaways

In case you missed Wolf's Technology Leadership Conference 2023, we've put together highlights from our...

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Case Studies

Wolf Guides Synctera Through Model Validation Process

Together, Wolf and Synctera were able to ensure that Synctera’s fintech partners’ AML and KYC...

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Events

Wisconsin Bankers Association: CFO Conference

Wolf will be speaking at the Wisconsin Bankers CFO Conference.

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Alerts

Card Skimming: How Consumers and Merchants Can Mitigate Risks

Card skimming continues to plague US patrons – what steps can both patrons and vendors...

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Blog

Table of Contents: Breaking Down ‘Big Ideas 2023’

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Events

Financial Managers Society NY/NJ & NJBA: Half-Day CFO Conference with NJ Bankers

Wolf will be speaking at the FMS NY/NJ Half-Day CFO Conference with NJ Bankers.

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Events

Fintech Hub Forum

Wolf will be hosting the Fintech Hub Forum.

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Blog

PCI SSC Eliminates “In Place With Remediation” – What’s Changed?

The PCI SSC has eliminated the “In Place With Remediation” reporting option – how does...

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Case Studies

Jordan’s Furniture – PCI DSS Compliance for a Unique Environment

With Wolf & Company, Jordan’s Furniture was able to make PCI DSS compliance a painless...

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Case Studies

Personalized PCI DSS Compliance Assessment for Leading Payment Tech Provider, Bottomline Technologies

Wolf helped Bottomline Technologies navigate their Payment Card Industry Data Security Standard (PCI DSS) requirements...

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Alerts

2018 PCI DSS Updates – Q&A

The Payment Card Industry Data Security Standard (PCI DSS) is constantly evolving, and it’s important...

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