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 expertise 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.

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Brett Williams at Aprio

Brett Williams,


Information Assurance Services, Assurance Partner

David Siegel

David Siegel, CPA

Fintech & ESG, Assurance Partner

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.

Banks and Credit Unions

Money Service Businesses

Payment Processors

Achieve business outcomes that support growth and profitability

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

IAS - Results 2
IAS - Results 2

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 expertise you can trust

Dmitri Alexeev
Technology, Tax Partner

David Siegel
Fintech, Audit Partner

Brett Williams
Information Assurance, Partner

Haley Beatty
Forensic Services Leader,
Advisory Partner

Emily Chesire
Blockchain, Outsourced Accounting

Innovate. Grow. Exit. Profit. Repeat.

Whatever your objectives, Aprio can help you achieve them.

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