Enhancing Services Through Innovation

Technology plays a critical role in financial services that continues to grow quickly. Yet as innovation evolves, regulations typically follow, placing potential constraints and compliance risks on your business.

Whether your company designs, develops, or implements fintech products or services domestically or internationally, our professionals can deliver the assurance, tax, and risk management solutions needed to navigate these complexities.

Our one-firm approach means your engagement team holistically taps into both the financial services and technology expertise of our professionals, providing insight relevant to both sides of your business.

Unbound from big-firm conventions, we deliver forward-thinking solutions that empower your business to seize opportunity and focus on what matters most to you: delivering seamless services to your customers.

Conquer Industry Challenges

Confront ever-changing legislation, operational issues, and other obstacles with our guidance.

Improve Capital Flow

Capital is nearly as important as your high-quality products and services. It’s crucial for growth as your business evolves and changes, but options to access it might not always be obvious or easy to maneuver.

Find ways to access the capital you need and proactively plan for the next phase of your business with our Valuations, Strategy & Operations Consulting Services, and more.

Confidently Execute Deals

Mergers and acquisitions are at an all-time industry high. Before beginning any deal, you should define your personal and business goals. It’s also crucial to gauge your business’ value and defined worth, as well options for potential investments and their implications.

Prepare your business for a deal with our Transaction, Valuations, and Due Diligence Services.

Deploy Innovative Strategies

From political changes to growing competition, your business will always face some form of uncertainty. How you manage change is key to staying competitive and developing a strong, stable plan for years to come.

Prepare your business for unexpected challenges with our Organizational Planning and Corporate Performance Management Services.

Meet Tax Obligations

Knowing your tax requirements are taken care of can save time and resources, provide peace of mind for investors, and help your business focus on its goals instead. Tax planning can also help leverage your operations through R&D credits and mores.

Get tax solutions tailored to your specific needs through our International Tax, Credits & Incentives, and Tax Structuring Services.

Protect Assets & Improve Operations

Leveraging the power of IT solutions can help boost your operational efficiencies. Implementing systems that allow your business to operate in integrated and collaborative ways can provide access to data that helps you make more-informed decisions. It’s crucial to also strengthen your cybersecurity measures to prevent costly cyberattacks.

Test or enhance your tech standing with our IT Development & Integration, IT Assessment & Planning, Cybersecurity Consulting, IT Compliance, and Enterprise Systems Consulting Services.

We're All In

Our collaborative approach takes the time to understand your unique business needs and contextualize how they could be impacted by the industry as a whole or specific regulations.

We advise companies in all areas of fintech including:

  • Payments and transaction processing
  • Alternative lending
  • Digital banking and bank tech
  • Wealth and capital markets tech
  • InsurTech
  • RegTech
  • Property Tech
  • Blockchain and cryptocurrency
  • Financial management solutions
  • Financial business processing outsourcing and IT services

“I’ve worked with Moss Adams for 10 years, back when I was in venture capital, and referred them to all companies we invested in. It was my assurance the companies would receive the best tax advice and that our LPs would receive the most accurate information.”
—Roberto Trevisan, CFO, Quanto Holdings Ltd.


On-Demand Webcasts

Our on-demand webcasts offer an opportunity for professionals in the fintech space to virtually gather, receive important updates impacting the industry, and gain valuable insight from peers and other professionals serving fintech.

“We’ve worked with Moss Adams since our seed round. They’ve always done a great job at keeping our institutional investors happy.”
—Gabriel Braga, CEO & Founder, QuintoAndar Ltd.

Valued Industry Perspectives

With more than 25 locations in the West and nationwide, our professionals have served clients across the fintech industry since 2014 as the sector expanded—now covering more than 10 countries in North America, South America, Europe, the Middle East, and Asia.

Our clients aren’t the only industry leaders who look to us for guidance. We frequently collaborate with fintech-focused legal and venture capital firms to help drive innovation in the field.

Featured Resources

Make stronger business decisions and stay informed on the latest industry trends and developments with our articles, guides, and other resources .

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