Technology Industry


Comply with complex regulations and seamlessly blend the financial and technology sides of your organization, so you can stay focused on innovation and maximizing your market value.

Our Approach

Disrupt Your Industry, Not Your Operations

Leveraging technology to be an industry disruptor is central to your mission. But the corresponding regulatory burdens can add complications, leaving you stretched too thin and vulnerable to risk.

We can help you effectively navigate these regulatory hurdles alongside your strategic vision, so you can address ever-changing legislation, build proper internal controls and pivot with industry shifts — without compromising innovation.

Industry Expertise

Do What You Do Best – and Offload the Rest

Your company has unique needs that require strategic, custom solutions. Collaborating with a trusted partner that truly understands the fintech industry and offers a deep bench of expertise can help bring order to the chaos and allow you to close financial gaps, stay agile and focus on what matters most: your service offering.

Regulatory Support

Strengthen your controls to address the unique regulatory requirements you face at the intersection of financial services and technology.

Risk Assessment & Security

Stay ahead of changing regulations, maintain BSA, AML and KYC compliance and secure your data through SOC, SOX, cybersecurity and assurance programming.

Maximizing Your Team

Eliminate distractions and prioritize value-added initiatives by outsourcing your back-office tasks to a trusted expert, giving your team more bandwidth to focus on your core mission.

Strategic Consulting & Advisory

Work with a team of experts who can help you with revenue recognition, GAAP reporting, acquisition/purchase accounting, investment tracking and the development of investment policy controls.

Read More
Address Your Business Challenges All in One Place
Get support for critically important business enhancements and transactions, including M&A and IPO preparation
Evaluate high-risk areas like revenue recognition and 10Q prep, and get help completing your review efficiently
Digital Transformation
Transform your business through tools that streamline processes and scale with you
Environmental, Social & Governance (ESG)
Meet the social responsibility expectations of your people, vendors, communities and business partners
Outsourcing Services
Leverage your internal team for value-added tasks and keep your finance, accounting, tax and HR processes running smoothly
Risk Assurance & Advisory
Develop secure controls, mitigate cybersecurity risks and maintain compliance for SOC, SOX and ISO regulations
Strategy & Transformation
Structure long-term roadmaps addressing people, processes and technology for sustainable profit and growth
Tax Accounting
Establish customized tax strategies and comply with local and global regulations
Mark Wuchte - Audit & Assurance | Armanino
With significant experience in fintech and financial services, Mark brings insights across the three lines of defense.

Chicago, IL
Matthew Chavez - Partner, Audit - San Jose CA | Armanino
Matthew leads the Technology and Emerging Growth Practice helping companies navigate growth stages successfully.

San Jose, CA
Why Fintechs Need a BSA/AML Risk Assessment and How to Develop an Effective One
Regulators and financial partners expect you to have a BSA/AML program. These best practices help make it easier.

December 28, 2022
Updated August 16, 2023
Avoid a Surprise Tax Bill by Preparing for R&D Expensing Changes Under IRC 174
Immediate R&D expensing is no longer an option — prepare for changes to your taxable income and potential cash taxes.

July 13, 2022
Updated May 14, 2024
Common Cyber Threats to Know and 8 Ways to Strengthen Your Cybersecurity
A breach can cause severe financial and reputational damages, but there are ways to mitigate your risks.

August 18, 2021
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Turn Chaos Into Focus

To learn more about how we can help you navigate hurdles and achieve your strategic goals, use the form and our experts will get back to you promptly.