Kevin Smith, Partner, Wipfli Advisory LLC

Kevin Smith

Partner, Wipfli Advisory LLC

Kevin Smith is a partner 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.   

  • Technology evaluation, selection, implementation, integration
  • Data analytics and business intelligence
  • Digital maturation
  • Management consulting
  • Growth (sales and marketing) strategies and operations
  • Enterprise risk management
  • Technology centric tax, audit and accounting 

  • Salesforce.com Certified Sales Cloud Consultant
  • AWS Business Professional
  • AWS Technical Professional

University of Massachusetts at Amherst
  • BA Studies, Communication and Political Science
Emerson College, Boston, MA
  • Interpersonal Communication and Rhetoric
Expertise and services

Publications and in the news

Latest case studies, resources, and insights

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    E-BOOK

    Growth under pressure

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    ARTICLE | TECHNOLOGY INDUSTRY

    As AI spending grows, mid-market companies must rethink capital planning to avoid making bad bets

    Tech companies in areas like SaaS, fintech and healthtech, as well as firms in most other industries, are increasingly eager to integrate AI into their businesses. But all that integration, whether into products, processes or both, will put a major dent in your budget.

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    WEBINAR | TECHNOLOGY CONSULTING

    Digital transformation ROI: What if your tech investments started paying off faster?

    Learn how to get real ROI from digital transformation. Explore practical strategies for software, data, integration and modernization in this free CPE webinar.