Withum

What Withum does

Withum (WithumSmith+Brown, PC) is a Top 25 U.S. accounting and advisory firm headquartered in Princeton, New Jersey, founded in 1974 (per firmographic metadata) or 1981 (per timeline), operating 22+ offices across the United States plus international locations in Bengaluru, India and Grand Cayman. The firm delivers professional services across six practice areas: Assurance and Accounting, Business Advisory, Digital Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services. Its client base spans private and public companies, including 350+ SEC registrants served by 300+ SEC public company audit team members, plus private equity portfolio companies, technology and emerging growth firms, not-for-profits, government contractors, real estate, and employee benefit plans covering up to 600,000+ participants.

The firm's technology layer includes the AI-powered Caseware Dynamic Assurance Solution (DAS) platform fully deployed across its audit practice (1,000+ active users, 6,000+ completed engagements, 2.7 review hours saved per workflow), the Aiwyn Experience unified client engagement portal, plus ClientConnect and TaxCaddy. It is a PCAOB-inspected, AICPA peer-reviewed firm and an independent member of the HLB global network providing access to professionals in 150+ countries. Major recent acquisitions include Freed Maxick CPAs (August 2025), PKF Texas (June 2025), CTM CPAs & Business Advisors (May 2025, ~50 partners), and Restivo Monacelli and Glick & Associates (November 2021).

Revenue is generated through custom-quoted professional service engagements, with go-to-market built on direct partner-led relationships, RFP submissions, and an active content marketing apparatus (podcasts, webinars, articles). Distribution relies on the 22+ office network plus HLB referrals for cross-border work, and 18 new partners were promoted in 2026 firmwide leadership transitions, evidencing continued investment in talent depth and equity-partnership expansion.

Name

Withum

Legal name

WithumSmith+Brown, PC

Website

https://withum.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Withum is a Top 25 U.S. accounting and advisory firm (WithumSmith+Brown, PC) headquartered in Princeton, NJ, delivering assurance, tax, advisory, and digital services to private and public companies, private equity, and emerging growth clients across 22+ U.S. and international offices.

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Professional, Scientific, and Technical Services (541)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

akta.pro secondary industry

Contract Administration Support (PO/Contract Compliance) (BPAAAJAE)

Keywords

• Accounting and audit services
• Tax advisory services
• Business consulting services
• Digital transformation consulting
• Risk advisory services

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices30 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assurance and Accounting Services: Traditional audit, review, compilation, and attest services for financial statements. Provides opinions on financial data and internal controls for organizations of various sizes including public companies, private companies, governmental and not-for-profit organizations.
2. Business Advisory Services: Strategic advisory including transaction advisory, management consulting, CFO advisory, outsourced accounting (OASyS), insurance advisory, and operational transformation services.
3. Tax Services: Business tax, individual tax, international tax, state and local tax, transfer pricing, tax controversy, tax credits, cost segregation, and wealth management services.
4. Digital and Technology Services: Digital transformation, AI implementation, data analytics, cybersecurity, ERP/CRM consulting, cloud solutions, and technology advisory services.
5. Forensic and Valuation Services: Litigation support, business valuation, forensic investigations, economic damages analysis, matrimonial litigation, and insolvency/bankruptcy services.
6. Risk Advisory and Assurance: Cybersecurity consulting, SOC audits, PCI compliance, contract compliance, and regulatory advisory services.
7. Investment Banking Services: Middle-market investment banking through Withum Capital, including M&A advisory, strategic alternatives, debt advisory, fairness opinions, and financial modeling.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Withum is a Top 25 U.S. accounting and advisory firm delivering six core practice areas: assurance and accounting (audit, review, compilation, attest), business advisory (transaction advisory, CFO advisory, outsourced accounting OASyS, insurance advisory, investment banking via Withum Capital), tax services (business, individual, international, state and local, transfer pricing, controversy, credits, wealth management), digital workplace solutions (AI consulting, ERP/CRM, cloud, cybersecurity), forensic and valuation services (litigation, business valuation, investigations), and risk advisory (cybersecurity, SOC audits, PCI compliance). The firm uses proprietary platforms including Caseware DAS, Aiwyn Experience, ClientConnect, and TaxCaddy to deliver services.

Product overview

Withum is a Top 25 U.S. accounting and advisory firm offering a comprehensive suite of professional services organized into six core practice areas: Assurance and Accounting Services, Business Advisory Services, Digital Workplace Solutions, Forensic and Valuation Services, Risk Advisory and Assurance Services, and Tax Services. The firm operates on a platform-plus-specialized-model, with core service lines augmented by distinct branded offerings including ClientConnect and TaxCaddy (client portals), Aiwyn Experience (unified client collaboration platform launched March 2026), Withum Capital (investment banking affiliate), OASyS (outsourced accounting services with technology integrations to QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics, and Bill.com), and Transaction Advisory Services covering the full M&A lifecycle. The firm also deployed Caseware's AI-powered Dynamic Assurance Solution platform across its audit practice in June 2026.

Differentiator

Problem solved

Functional benefit

Brands

• Withum Capital: Investment banking affiliate of Withum providing dedicated middle-market investment banking services to founders, management teams, and investors. A registered broker-dealer and member of FINRA and SIPC.

Products and services

• Assurance and Accounting Services Comprehensive financial statement audits, internal controls analysis, employee benefit plan audits, international financial reporting, peer review, and business enterprise advisory services for public companies, private companies, governmental, and not-for-profit organizations.
• Business Advisory Services Strategic consulting including transaction advisory, financial due diligence, business and management consulting, insurance advisory, investment banking via Withum Capital, outsourced accounting systems and services (OASyS), and self-insured health plan advisory.
• Digital Solutions (Technology and Digital Transformation) Cloud and AI-driven technology services including artificial intelligence consulting, business process automation, CRM and ERP consulting, data analytics, Microsoft Viva employee experience, and Microsoft cloud licensing and support.
• Forensic and Valuation Services Specialized investigative and analytical services including business disputes and economic damages, forensics and investigations, white-collar criminal defense, insolvency and bankruptcy, corporate intelligence, matrimonial litigation, tax investigations, and valuation services.
• Risk Advisory and Assurance Services Cybersecurity consulting, PCI compliance, SOC audit services, and contract compliance services to safeguard organizations against threats and meet regulatory demands.
• Tax Services Comprehensive tax planning and compliance including business tax, cost segregation, global transfer pricing, international services, private client services, state and local tax, tax controversy, tax credits, individual tax for high-income taxpayers, and wealth management.
• Outsourced Accounting Systems and Services (OASyS) Comprehensive outsourced finance and accounting services combining accounting execution with financial oversight including CFO support, month-end close, financial reporting, payroll processing, and accounts payable/receivable management; integrated with QuickBooks, Sage Intacct, NetSuite, Microsoft Dynamics, Bill.com, and Expensify.
• Withum Capital Investment Banking Middle-market investment banking services through a FINRA/SIPC registered broker-dealer offering M&A advisory, strategic alternatives, debt advisory, fairness opinions, and financial modeling for founders, management teams, and investors.
• Transaction Advisory Services End-to-end M&A lifecycle support including sourcing, execution, integration, value creation, and realization services with specialized due diligence in cybersecurity, financial, tax, operational, and HR areas.
• ClientConnect Secure, web-based collaboration platform enabling clients to exchange information and receive deliverables from their Withum engagement team.
• TaxCaddy Dedicated secure tax portal for clients to access important tax documents and upload files for tax engagement purposes.
• Caseware Dynamic Assurance Solution (DAS) AI-powered audit and assurance platform fully deployed across Withum's audit practice, embedding contextual intelligence into audit workflows with Verity AI agents for disclosure checklists, data extraction, and validation.
• Aiwyn Experience Client Portal Unified custom-branded client portal launched in March 2026 in partnership with Aiwyn, consolidating request management, e-signatures, document organization, deliverables distribution, integrated payments, and centralized messaging into a single platform.

Quantifiable outcome

• 2.7 review hours saved per workflow using Caseware Verity Disclosure Checklist Agent
• +4 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability4 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core.

• CasewarecoreTechnology or Integration · 3 June 2026Withum fully deployed Caseware's Dynamic Assurance Solution (DAS) platform across its audit practice with over 1,000 active users and 6,000+ completed engagements. The AI-powered platform streamlines audit workflows and embeds contextual intelligence, expected to save 2.7 review hours per workflow. Plans to expand with additional AI tools including Extractly and Validate.
• CasewarecoreTechnology or Integration · 3 June 2026Strategic technology partnership for AI-powered audit tools. Withum is leveraging Caseware's Verity AI platform including the Verity Disclosure Checklist Agent to enhance audit quality and efficiency.
• AiwyncoreTechnology or Integration · 30 March 2026Launched Aiwyn Experience, a unified custom-branded client portal designed to streamline client engagement across the professional services lifecycle. Platform consolidates request management, e-signatures, document organization, deliverables distribution, integrated payments, and centralized messaging.
• AiwyncoreTechnology or Integration · 30 March 2026Partnership to launch custom-branded client portal called Aiwyn Experience supporting full client engagement lifecycle from information requests to payment collection. Reduces manual coordination and system switching for professionals.
• HLB - The Global Advisory and Accounting NetworkcoreStrategic or Co-development PartnerIndependent member of HLB, providing access to professional accountants and business advisors in over 150 countries. Enables international service delivery and cross-border referrals for multinational clients.
• HLBcoreStrategic or Co-development PartnerInternational network membership providing global reach for serving clients with multinational operations. Withum works with HLB member firms for component auditor engagements and international accounting standards expertise.
• Withum Capital, LLCcoreStrategic or Co-development PartnerInvestment banking affiliate providing middle-market investment banking services. Registered broker-dealer and FINRA/SIPC member. Offers M&A advisory, strategic alternatives, capital structure advisory, and fairness opinions integrated with Withum's broader service offerings.

Scale indicators8 records

Recent moves9 records

Expansion highlights6 records

Broad incumbents

• RSM US: RSM US is the 6th largest U.S. accounting firm and a major middle-market audit, tax, and consulting provider. Like Withum, it focuses on mid-cap SEC registrants and PE portfolio companies, with a comparable range of assurance, tax, and consulting services.
• BDO USA: BDO USA is the U.S. member of BDO Global, the 5th largest accounting network worldwide. It competes directly with Withum in mid-market SEC audit, tax, advisory, and outsourced accounting services, and serves similar public company and PE client segments with a comparable multi-pillar service platform.
• Grant Thornton US: Grant Thornton is the 7th largest U.S. accounting firm and a direct competitor in mid-market audit, tax, and advisory. It serves a similar SEC audit client base and has a comparable outsourced accounting and transaction advisory offering.

Direct peers

• Baker Tilly US: Baker Tilly is a Top 15 U.S. advisory, tax, and assurance firm with comparable SEC audit, transaction advisory, and outsourced accounting capabilities. It targets a similar mid-market client base including private equity and technology emerging growth companies.
• Plante Moran: Plante Moran is a Top 15 U.S. accounting and business advisory firm with comparable audit, tax, consulting, and wealth management services. It serves similar mid-market public, private, and PE-backed clients with comparable industry-focused practice areas.
• Moss Adams LLP: Moss Adams is a Top 15 U.S. accounting and consulting firm with overlapping SEC audit, tax, outsourced accounting, and industry-focused advisory services. It directly competes for technology, life sciences, and PE-backed mid-cap clients similar to Withum's book of business.
• Marcum LLP: Marcum LLP is a Top 15 U.S. accounting firm with overlapping practices in SEC audit, tax, advisory, technology consulting, and outsourced accounting. It directly competes for the same mid-cap public company and PE-backed clients as Withum, and operates a similar multi-office footprint across the Northeast and beyond.
• Crowe LLP: Crowe LLP is a Top 10 U.S. public accounting and advisory firm with overlapping SEC audit, tax, risk advisory, and consulting services. It serves similar public company and PE clients and competes head-to-head for mid-market audit mandates.
• Eide Bailly LLP: Eide Bailly is a Top 25 U.S. accounting and advisory firm with directly comparable audit, tax, business advisory, and technology consulting practices. It serves similar mid-market private and SEC-registered clients across multiple U.S. regions.
• CliftonLarsonAllen (CLA): CLA is a Top 10 U.S. accounting and professional services firm with comparable audit, tax, advisory, and outsourced accounting capabilities. It serves similar mid-market private and public company clients across multiple industry verticals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@withum
• LinkedInlinkedin.com/company/29171
• Xx.com/withumCPA
• Facebookfacebook.com/WithumSmithBrown

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Withum