Industries we serve

Technology

With 100+ years of experience in regulated industries and 30+ years supporting venture and PE-backed tech companies, Wolf is the advisor of choice for growth-focused SaaS and technology companies – from seed stage to ranking in the Fortune 1000.

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What we do

Strategic Guidance & Support You Can Count On

Technology companies face scrutiny from all angles, including investors, creditors, customers, tax and regulatory authorities, and other government agencies. You don’t have to navigate this landscape alone. Wolf & Company offers guidance and insights from tenured leaders with proven experience who care about and will support your business goals.

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  • From Emerging to Enterprise-Scale Technology
    We serve venture and PE-backed software and tech firms through every funding and growth milestone to help you navigate from one to the next.
  • Growth-Oriented Advisory Services
    Wolf & Company serves as a trusted navigator for technology companies throughout every growth stage. With Wolf at your side, you can build resilient financial foundations, manage risk, protect from cyber threats, and scale with confidence.
  • Assurance as You Scale
    From fractional compliance services to vendor management and beyond, you can trust Wolf & Company’s decades of specialization in governance, risk management, and cybersecurity.
  • Vision That Keeps You Moving
    Rooted in regulated industries, we bring a risk‑based approach to governance and reporting, paired with a proactive, relationship‑driven mindset that helps you move at the rapid pace of the tech sector.
  • Expertise in Enterprise Software
    Enterprise software demands a different kind of advisor. We work with mature technology companies that have already won the market — and now need to evolve, scale, or modernize without losing momentum. Our experience spans complex organizations, proven platforms, and high-stakes initiatives.
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why wolf & company

We Share Your Vision for the Future

We work with technology leaders who are building for what’s next, aligning our advisory approach with your long‑term goals to help you grow thoughtfully, manage risk, and adapt as your business evolves.
  • Forward-Looking Advisory Services
    The market evolves quickly, and so do your needs. From managing ever-evolving risks to planning a successful exit, our team of senior leaders is accessible and responsive.
  • A Growth-Oriented Mindset
    Move fast without breaking things. We want you to grow at scale, so we keep data, cybersecurity, and financial challenges in check for you.
  • Complexity Doesn’t Scare Us
    We’re familiar with regulatory and government authorities, and we’ve worked with PE and VC firms for decades. You can trust us to navigate even the most complicated sectors.
Our Core Industries

Experience Across Key Production Markets

Wolf & Company delivers risk-based advisory, assurance, digital, and tax services to SaaS and tech companies, supporting growth from early-stage to Fortune 1000, with deep expertise in emerging technologies.

Busy,Happy,Team,Of,Two,Business,Men,Partners,Working,Together

Fintech

Rooted in 115+ years in the banking industry and with 15+ years serving high-growth fintechs, Wolf’s unique position at the intersection of financial services and technology is why we’re the advisor of choice for fintechs ready to scale.

Digital Assets

Wolf & Company is committed to serving the digital asset sectors. We provide the entire ecosystem with digital asset-specific expertise, from pre-revenue through IPO & beyond.

Experience the Difference in How We Work

Being independent allows us to focus completely on you, making thoughtful decisions rooted in trust and integrity.

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Leadership

Our Team of Technology Industry Experts

Technology requires advisors who understand both startup velocity and enterprise discipline. Our team combines founder empathy with rigorous financial and risk expertise. 

Jared R. Kelly

Jared R. Kelly

Principal
Matt T. MacDonald

Matt T. MacDonald

Principal
Marissa A. Scicchitano

Marissa A. Scicchitano

Principal
Scott M. Goodwin

Scott M. Goodwin

Principal
meet the team
Client Testimonials

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…
Mitchell Lee
Former Chief Risk & Compliance Officer, Synctera
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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
Client Testimonials

Our organization is a small startup that handles PHI for millions of patients to provide our products and services to customers. Security and privacy are critical to our operation…
Jason Su
Co-Founder & CTO, Whiterabbit.ai
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Our organization is a small startup that handles PHI for millions of patients to provide our products and services to customers. Security and privacy are critical to our operation. As our growth strategy has expanded to larger hospital systems with greater security certification requirements, Wolf’s vCISO service was instrumental in the success of our SOC 2 audit. Wolf guided us from soup to nuts and we were able to achieve success in a few months for something that we thought would take over a year.

Jason Su
Co-Founder & CTO, Whiterabbit.ai
Client Testimonials

Partnering with Wolf & Company’s Outsourced Finance and Accounting team was exactly what we were looking for. They are much more than accountants; they provide…
Matt Stein
Chief Executive Officer & Co-Founder, Salient Predictions
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Partnering with Wolf & Company’s Outsourced Finance and Accounting team was exactly what we were looking for. They are much more than accountants; they provide guidance and are available to talk through decisions that impact our business.

Matt Stein
Chief Executive Officer & Co-Founder, Salient Predictions
Client Testimonials

Wolf & Company’s team was responsive and professional in providing guidance to properly account for the transaction components. Their team’s attention to detail…
Vikram Aggarwal
Chief Executive Officer, EnergySage
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Wolf & Company’s team was responsive and professional in providing guidance to properly account for the transaction components. Their team’s attention to detail and industry knowledge made both the acquisition and post-acquisition process as painless as possible.

Vikram Aggarwal
Chief Executive Officer, EnergySage
Client Testimonials

Wolf’s Outsourced Finance & Accounting team has proven to be a great partner for FrontRunnerHC. The enhancements in reporting, budgeting, and cost visibility have…
Frontrunner
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Wolf’s Outsourced Finance & Accounting team has proven to be a great partner for FrontRunnerHC. The enhancements in reporting, budgeting, and cost visibility have significantly improved our profitability and efficiency in the finance function.  As a growing healthtech, we now have the financial clarity and discipline to support our growth and make smarter decisions.

Frontrunner
RESOURCES

Insights & Thought Leadership

Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.

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