Financial services - fintech

Fintech services

The fintech industry is at a crossroads


Fintech companies will have to steer through some challenges ahead.

Fintech companies like yours have been a primary force in the rapid expansion, innovation, and entrepreneurship within financial services for several years. But the same qualities that made your business an effective disruptor might not be enough to get it to the next level.

The financial services industry, including fintech, needs to be able to meet future challenges, including navigating an increasingly complex regulatory environment, driving profitability and operational efficiency to survive and grow, exploring new industry partnerships, and offering new and novel products to consumers through unique business models. You can work with Crowe to uncover new connections and stay on the right track as you venture into uncharted territory or grow your business.

NetSuite consulting services for fintech companies 

Consolidate several systems into a single, accessible solution, get a much clearer view of your financial picture, and gain operational insights for continued business strategy and expansion. With help from our experienced team of specialists, a NetSuite implementation with Crowe can fuel automation and open up new opportunities for your fintech business.

Discover the benefits

Facilitate the moments that matter for your fintech company

Assess your fintech business’s ability to navigate key turning points.

We understand that fintech companies are different. They're different from banks and different even from one another. From market segmentations to business models, each fintech has unique pain points and opportunities to solve.

At Crowe, we know certain moments matter more for fintech companies. You have to be prepared for these major inflection points. If your fintech business is approaching or experiencing a complex situation, it’s important to have the right knowledge and experience to inform your decisions.

Crowe understands the fintech industry, and we’ve worked with companies like yours in a variety of ways, including financial statement audits, consulting, technical accounting, tax consulting, and merger and acquisition (M&A) activities. We’ve also helped banks enhance their understanding of the fintech ecosystem through our relationship with Alloy Labs Alliance, an accelerator that drives innovation in financial services by connecting banks and fintechs.

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Ways we can help


We work with fintech companies of all kinds in the following ways:

Audit

When the landscape is changing fast, stakeholder confidence is critical. We apply technology and extensive industry knowledge to deliver objective, credible audit services.

Learn about auditing services

Tax

The complexity of taxes in the financial services sector creates constant challenges. We can provide wide-ranging and in-depth technical tax knowledge to help you stay compliant and competitive.

Learn about tax services

Advisory

We can help you respond to events and build a forward-looking strategy in critical areas such as valuation, M&A, restructuring, operations, IT, and environmental, social, and governance issues.

Learn about advisory services

Consulting

Wherever you need expertise and insight, we can deliver – from enabling growth strategies and improving operations to risk management, incident response, managed services, and much more.

Learn about financial services consulting

Working with our Fintech services team


Many fintech businesses rely on the expertise of Crowe specialists during the moments that matter most.

Industry connections

Start off on the right foot when building new relationships with banks and financial services companies with help from Crowe specialists.

Regulatory standards

Adapt to evolving regulations, regulatory guidance, and public trust expectations in the fintech industry with expertise from knowledgeable professionals who understand the environment.

M&A

Proactively prepare for M&A involving banks, private equity firms, or other fintech companies.

Funding for growth and operations

Approach a new round of fundraising with confidence by talking with our specialists about attracting investment capital, including enhancement of risk and compliance management practices for sustained, long-term value.

Going public

Lay the right groundwork for an initial public offering (IPO) by working with a team that’s supported many successful IPOs.

Regulatory response and risk

Address regulatory pressure or sanctions, tax issues at any level, inappropriate accounting treatments and restatements, or other compliance challenges.

Work with us


Don’t let volatility keep your fintech company from making progress.

Work with an experienced team that understands both financial services and technology.

Crowe gets fintech. In fact, we worked in this space before the fintech sector was even defined. We’ve watched this industry grow, and we want to help it evolve amid new challenges.

Contact us to learn about how we’ve worked with other fintech companies and how we can work with you for consulting, accounting advisory, tax, or audit needs.

Clayton J. Mitchell
Clayton J. Mitchell
Managing Principal, Fintech
Mandi Simpson
Mandi Simpson
Partner, Accounting Advisory & Finance Transformation Leader