Fintech Industry Services
Aprio is a single-source fintech growth partner.
Whether you are preparing for a capital raise or financial institution procurement requirements, Aprio provides fast access to the fintech experience and comprehensive services you need to seize growth opportunities. From financial statement audits and tax strategy to data security and financial crimes compliance, Aprio can be your single source growth partner.
Brett Williams,
CPA, CCSFP, CHQP, LA ISO/IEC 27001
Assurance Partner | RaaS Practice Leader
Aprio, LLP
Aprio Advisory Group, LLC
David Siegel, CPA
Fintech & ESG, Assurance Partner
Aprio, LLP
Aprio Advisory Group, LLC
Aprio serves the technology industry’s leading growth sectors
From software as a service, security and cloud service providers, to gaming, fintech and businesses on the blockchain, Aprio helps owners, C-suite executives and investors achieve their business objectives.
Achieve outcomes that support profitable growth
across the business lifecycle.
Aprio’s Fintech team members have provided tax, assurance*, advisory and financial crimes compliance services to some of the fastest growing global and domestic fintech providers. Our integrated approach helps organizations streamline compliance, improve operational efficiencies and drive growth.
Maximize Liquidity
Leverage federal, state, and international R&D tax credits.
Prove Data Security Compliance
Simplify PCI-DSS, SOC 2, SOC 1, ISO 27001, HITRUST and more.
Stay Investor-ready
Generate financials for investors with little or no strain on your team.
Expand Globally
Navigate inbound and outbound investments with experienced global advisors.
Simplify Regulatory Compliance
Get AML, KYC and FinCEN compliant and simplify SAR reporting.
Maximize Equity Incentives
Structure the right equity incentives, and communicate their value to employees.
Access to Capital
Connect with our deep network of venture capital and private equity firms.
Maximize M&A
Partner with Aprio to manage risk, drive growth, and increase return on investment.
Manage Wealth
Integrate financial, investment and tax planning to achieve your financial goals.
Streamline Audits
Experience smoother, stress-free audits* that allow you to keep your eye on the ball.
Fast access to experienced advisors and comprehensive services
Partner with a team of leading technology and blockchain CPAs and advisors
We share your passion for innovation. That’s why growth-minded technology businesses continue to partner with Aprio for the future-focused insights, capabilities and services they need to seize growth opportunities.
Fintech experience you can trust
Dmitri Alexeev
Technology, Tax Partner
Aprio Advisory Group, LLC
David Siegel
Fintech, Audit Partner
Aprio, LLP
Aprio Advisory Group, LLC
Brett Williams
Assurance Partner, RaaS Practice Leader
Aprio, LLP
Aprio Advisory Group, LLC
Haley Beatty
Forensic Services Leader,
Advisory Partner
Aprio, LLP
Aprio Advisory Group, LLC
Emily Chesire
Blockchain, Outsourced Accounting
Aprio Advisory Group, LLC
FINTECH RESOURCES
Articles & Downloads
Webinars & Videos
Are you regulation ready?
Innovate. Grow. Exit. Profit. Repeat.
Whatever your objectives, Aprio can help you achieve them.