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Fintech solutions


Overcome your growth pains and be proactive with challenges.

Wipfli’s services for fintech companies are designed to help you navigate the complex maze of competition, technology, regulatory, and operational environments. Our services are designed to help you overcome your growth pains and be proactive with challenges.

See clear, stay focused and grow solid.

With fintech, you are bound to come across an ever-changing landscape of political, economic, social, technology, legal, and environmental factors. Wipfli can help in a number of ways. Clients find our experts understand how to incorporate the needs of any organization into a unique plan of action.

Our fintech services consist of:

Regulatory compliance

The firm has been offering regulatory compliance risk management services to traditional financial institutions for years. Based on the various emerging scenarios, our team of experts has identified regulations that are applicable to fintech companies. The Wipfli team provides focused consulting assistance, training, audits, and if applicable, assistance with responses to regulatory agencies.

Blockchain development & digital assets

Wipfli has been at the forefront of blockchain innovation. Whether you need to test a concept or custom develop a block chain application for your business, Wipfli can assist with conceptualization, developing the business case, software development, and integration.

Wipfli has a team focused on digital assets and cryptocurrency. We approach digital assets from the aspects of accounting and audit, financial reporting and IT internal controls, tax, and regulatory compliance. No matter where you are in your journey with digital assets, we have professionals to help you along the way.

Strategic advisory services

Wipfli offers a range of strategic advisory services to small and medium-sized businesses that include but are not limited to organizational development and governance, business plan review, M&A advisory, change management, and strategic planning.

Audit and tax services

Audit and tax services have been Wipfli’s mainstream business for more than 90 years. It’s in our basic business DNA to be up to date with the changing business environment related to providing audit and tax services for our clients, whether start-ups or long-established entities.

Outsourced services

Wipfli offers outsourced payroll, HR, accounting, managed IT and software development services that can fit your unique needs.

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Our clients rely on us because we see their success the same way they do: As a continual process. We know that business is fluid and results aren’t an endpoint; they’re waypoints on a trajectory toward success.

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RegTech – New Opportunities From the World of FinTech