Wiss
Wiss is a 55-year-old New Jersey-headquartered accounting and advisory firm serving privately held, investor-backed, and family-run mid-market businesses with six core service lines spanning advisory, audit, tax, M&A, outsourced accounting, and wealth management, augmented by the Wiss Labs AI innovation arm.
- Company typePrivate
- Founded1969
- HeadquartersFlorham Park, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Wiss does
Wiss is a New Jersey-headquartered accounting and business advisory firm founded in 1969, structured as Wiss & Company, LLP with two wholly-owned subsidiaries: Wiss Labs (AI innovation arm) and Wiss Private Client Advisors, LLC (a registered investment advisor). The firm operates six core service lines — Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax Services, and Wealth Management & Family Office — and primarily serves privately held businesses, investor-backed companies, and family-run enterprises, with vertical specialization across CPG, construction, healthcare, manufacturing, real estate, and SaaS/tech. The IPA 500-ranked firm holds 17+ recent awards including Forbes Best-in-State CPAs, AICPA SOC4SO, USA Today Top Tax and Financial Adviser Firms, and Accounting Today Wealth Magnets, and is a BDO Alliance USA member. Two offices (Florham Park HQ and NYC) concentrate activity in the Northeast US market.
The firm has repositioned itself as technology-enabled with the Wiss Labs AI Innovation Engine at the center. Core technical capabilities include AI-native outsourced and co-sourced accounting delivery, a Co-Sourced Accounting Sprint model (six productized offerings with 39 AI skills delivered in 2-10 week engagements), AI Readiness Assessment for client finance functions, certified implementation partnerships across NetSuite, Sage Intacct, Deltek (Authorized Partner and 2024 Consulting MVP), Yardi, QuickBooks, and Rillet (Strategic Partner), plus strategic AI platform bets on Abacus, Aiwyn, Artifact, Basis, Copilot, and Tabs. The firm has evaluated 150+ AI platforms and deployed 9 in production across live accounting close cycles.
Revenue is generated through professional services fees across audit, tax, advisory, and M&A engagements; managed services revenue from fully outsourced or co-sourced finance functions delivered with CFO-level expertise; and wealth management fees from the WPCA subsidiary. Go-to-market is sales-led through direct consultative engagement targeting CFOs, controllers, founders, and CEOs of mid-market privately held and investor-backed businesses. Services are quote-based with no public pricing, and distribution is exclusively direct, without intermediaries or resellers.
Wiss firmographics
Firmographics- Name
- Wiss
- Legal name
- Wiss & Company, LLP
- Website
- https://wiss.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Wiss is a 55-year-old New Jersey-headquartered accounting and advisory firm serving privately held, investor-backed, and family-run mid-market businesses with six core service lines spanning advisory, audit, tax, M&A, outsourced accounting, and wealth management, augmented by the Wiss Labs AI innovation arm.
- Ownership category
- akta.pro rank
Wiss industry classification
Industry- Product category
- Accounting & Advisory Services
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI)
Keywords
Where Wiss is headquartered
LocationHeadquarters
- HQ city
- Florham Park
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wiss business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Advisory Services: Provides expertise and guidance facilitating swift financial closure, timely data delivery, and actionable business insights including accounting support, process transformation, recruiting, and technology and automation services.
- Audit & Assurance: Delivers independent financial statement analysis with attest services including audit, review, compilation, agreed upon procedures, and employee benefit plan audits.
- Mergers, Acquisitions & Valuation: Provides due diligence, capital structure advisory, post-transaction integration, tax strategy and structuring, valuation, and M&A advisory services through Wiss Capital Advisors.
- Outsourced Accounting: Fully managed or co-sourced accounting and finance solutions delivering CFO-level expertise, seamless operations, and AI-driven insights. Includes day-to-day transactions, monthly close, and strategic advisory.
- Tax Services: Tax guidance, strategy, and preparation services for companies and individuals including business services, high net worth individual tax service, compliance, and estate planning.
- Wealth Management & Family Office: Comprehensive wealth management including investment management, estate planning, financial and tax planning, family office services, and private foundations and charitable planning.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels9 records
Wiss product offering
Product offeringCore offering
Wiss is a 55+ year old accounting and business advisory firm providing six core service lines: Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax, and Wealth Management & Family Office. The firm also delivers software consulting and implementation for major ERP platforms (NetSuite, Sage Intacct, Deltek, QuickBooks, Yardi, Rillet) and has built an AI innovation arm (Wiss Labs) that deploys 9 AI platforms in production to power outsourced and co-sourced accounting engagements.
Product overview
Wiss is a full-service accounting and business advisory firm that operates as a unified platform combining core accounting services with technology consulting and AI-powered innovation. The portfolio includes six core service lines (Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax, and Wealth Management/Family Office) supplemented by software consulting practices for NetSuite, Sage Intacct, Deltek, QuickBooks, Yardi, and Rillet. The Wiss Labs sub-brand extends the offering with AI-native outsourced and co-sourced accounting products including the flagship 'Outsourced Accounting powered by Wiss Labs' (supporting NetSuite, Sage Intacct, QuickBooks Online), the Wiss x Rillet Founders Platform for early-growth companies, Outsourced for Professional Services (Deltek), and Outsourced for Real Estate (Yardi). Co-sourced accounting sprints offer targeted support across AP workflow, close acceleration, data insights, workforce transformation, ERP health, and audit readiness. The ecosystem integrates with 18+ third-party platforms spanning ERPs, payment/billing, payroll, BI/analytics, and AI tools.
Differentiator
Problem solved
Functional benefit
Brands
- Wiss Labs: AI innovation arm of Wiss providing intelligent accounting solutions including outsourced accounting, co-sourcing support, and AI readiness assessment for ambitious companies.
- Rillet Strategic Partnership
- Wiss Private Client Advisors (WPCA)
Products and services
- Advisory Services Expert guidance and consulting for businesses including process transformation, recruiting, technology and automation services, fractional/interim/permanent CFO services, and accounting department transformation.
- Audit and Assurance Independent financial statement analysis and validation including audit, review, compilation, agreed-upon procedures, employee benefit plan audits, and audit readiness support.
- Mergers, Acquisitions and Valuation Full-spectrum M&A advisory through Wiss Capital Advisors, including due diligence, capital structure advisory, post-transaction integration, tax strategy, valuation, and merger/acquisition advice.
- Outsourced Accounting Fully managed or co-sourced accounting and finance solutions delivering CFO-level expertise, AI-driven insights, and scalable capacity including day-to-day transactions, monthly close, financial statements, cash flow forecasting, and audit readiness for mid-sized privately owned companies.
- Tax Services Tax compliance, planning, and advisory for businesses and individuals including business tax planning, high net worth individual tax, trusts and estates, and estate planning.
- Wealth Management and Family Office Comprehensive wealth management integrating investment management, estate planning, financial and tax planning, family office services, and private foundations and charitable planning for high net worth individuals and families.
- Rillet Implementation Services As a Rillet Strategic Partner, Wiss provides AI-native platform implementation, AI-powered close optimization, ASC 606 revenue recognition configuration, legacy ERP migration, co-sourced accounting, and investor/board reporting.
- Deltek Services Deltek Authorized Partner services including consulting, implementation, system optimization, data migration and integration, training, Deltek Vantagepoint setup, and reporting and analytics for project-based businesses.
- QuickBooks Consulting Custom Power BI dashboard development, data integration, report design and automation, training, and ongoing support for QuickBooks users.
- NetSuite Services NetSuite certified professionals providing implementation, system optimization, integrations and customization, Netgain implementation, nonprofit solutions, and outsourced administrator services.
- Sage Intacct Services Certified Sage Intacct implementation including multi-entity management, revenue recognition and billing configuration, system health and optimization, integrations, and reporting and dashboards.
- Yardi Services Consulting and implementation services for Yardi real estate accounting platform, supporting the Outsourced for Real Estate product within Wiss Labs.
- Outsourced Accounting powered by Wiss Labs Flagship outsourced accounting product built around managed delivery and Wiss Labs operating discipline, supporting NetSuite, Sage Intacct, and QuickBooks Online platforms.
- The Wiss x Rillet Founders Platform Modern reporting infrastructure and founder-friendly model for early-to-growth companies using Rillet with a modern UI.
- Outsourced for Professional Services Full invoicing and accounting for project-based businesses built around Deltek and InvoiceEdge delivery.
- Outsourced for Real Estate Deep real estate accounting delivery shaped around Yardi and broader Wiss expertise.
- Co-Sourced Accounting Products Six productized sprint-based offerings delivered in 2-10 weeks: AP Workflow & Spend Controls, Close Acceleration Sprint, WissIQ Data Insights, Workforce Transformation, ERP Health Check, and Audit Readiness + Controls.
- AI Readiness Assessment Evaluation of client data, systems, and team with a prioritized AI roadmap and clear ROI projections, delivered in 4-6 weeks with 6 AI skills.
Quantifiable outcome
- 27 percentage point increase in financial literacy assessment scores for students in community programs
Companies that use Wiss
Customer profileNamed customers2 records
Segments10 records
Ideal customer profiles4 records
Wiss technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability6 records
Feature5 records
Wiss partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered core, strategic bet, community, professional and educational.
- RilletcoreWiss is a Rillet Strategic Partner, implementing and maximizing the platform's AI-native capabilities including automated close, real-time investor reporting, and revenue recognition (ASC 606). Wiss uses Rillet internally and has developed specialized expertise in Rillet implementation, AI-powered close optimization, revenue recognition, legacy ERP migration, co-sourced accounting, and investor/board reporting.
- DeltekcoreWiss is a Deltek Authorized Partner providing consulting, implementation, and ongoing support for Deltek's tools. Wiss has successfully implemented Deltek in its own business and was named Consulting MVP at Deltek ProjectCon 2024. Services include Deltek implementation, system optimization, data migration and integration, training and support, Deltek Vantagepoint setup, and reporting and analytics.
- NetgaincoreWiss is a certified Netgain implementation partner helping organizations use Netgain's NetSuite-native solutions to simplify complex accounting processes, strengthen close workflows, and extend ERP investment value. Netgain solutions include fixed assets, lease accounting, month-end close, and cash management.
- Oracle NetSuitecoreNetSuite is the world's most widely used cloud ERP. Wiss provides NetSuite implementation, system optimization, integrations and customization, NetSuite for nonprofits, and outsourced administrator services.
- Sage IntacctcoreWiss is a certified Sage Intacct implementation team with deployment across industries. Services include Sage Intacct implementation, multi-entity management, revenue recognition and billing, system health and optimization, integrations, and reporting and dashboards.
- YardicoreWiss provides consulting and implementation services for Yardi, particularly for real estate accounting operations within their Wiss Labs Outsourced for Real Estate product.
- Abacusstrategic betAbacus is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- Aiwynstrategic betAiwyn is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- Artifactstrategic betArtifact is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- Basisstrategic betBasis is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- Copilotstrategic betCopilot is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- Tabsstrategic betTabs is one of Wiss Labs' strategic technology bets for AI-powered accounting automation.
- New Jersey DevilscommunityWiss partners with the New Jersey Devils (NHL) to enhance financial literacy through an innovative curriculum, offering students engaging online activities and interactive games to develop essential financial skills. Through this partnership during the 2023-2024 school year, they reached 1,356 high school students across 15 schools.
- Team WalkercommunityWiss partners with Team Walker, a non-profit offering academic and enrichment programs to Jersey City youth. Together they run a five-week financial literacy program at the Team Walker Learning Center, equipping approximately 70 students ages 11-13 with practical tools to understand budgeting, banking, taxes, and investing from 2023-2025.
- Kelley O'HaracommunityWiss partners with two-time World Champion and Olympic medalist Kelley O'Hara to promote open conversations about financial literacy, emphasizing the importance of basic financial education for young people through collaboration aimed at empowering youth with knowledge and skills for managing money wisely.
- EverFi Financial Literacy ProgramcommunityWiss partners with EverFi to deliver financial literacy curriculum to high school students through the NJ Devils partnership, including 249 students from 6 low-to-moderate-income schools.
- NJCPAprofessionalWiss partners with NJCPA which serves the needs of CPAs, accounting professionals and students in public practice. Members are supported through educational resources, access to shared knowledge, and committees that serve their interests.
- EPIC Teacher's College Columbia UniversityeducationalWiss partners with EPIC at Columbia University, a global interdisciplinary research center learning how to turn failure into success using scientific techniques and education to study the critical role that failure plays as a catalyst for innovation and career development.
- Princeton Innovation CentereducationalWiss partners with Princeton Innovation Center to promote innovation, entrepreneurship, and partnerships that enhance Princeton's commitment to research, education and service.
Scale indicators7 records
Recent moves5 records
Expansion highlights6 records
Wiss competitors and assessment
Company assessmentBroad incumbents
- BDO USA: Top-5 US accounting firm and Wiss's alliance partner. Provides full-service audit, tax, and advisory with national footprint and significantly larger scale, serving many of the same mid-market and PE-backed client segments.
- RSM US: Largest mid-market-focused accounting firm in the US, providing audit, tax, and consulting for privately held and PE-backed companies. A broader incumbent competing for similar mid-market client profiles at greater scale.
Emerging players
- Bench: AI-powered bookkeeping and accounting platform for SMBs. Competes with Wiss's Outsourced Accounting offering on price and automation, particularly for smaller clients in the SMB and CPG segments Wiss also serves.
- Kruze Consulting: Startup-focused accounting and CFO advisory firm. Directly competes for VC-backed company clients with a software-enabled, remote-first delivery model that targets the investor-backed segment central to Wiss's strategy.
- Pilot: Tech-enabled bookkeeping and accounting firm focused on startups and SMBs. Targets the same investor-backed segment as Wiss with a software-led delivery model that pressures traditional outsourced accounting pricing.
Direct peers
- CBIZ: National accounting and business advisory firm serving mid-market and privately held companies with tax, audit, advisory, and outsourced accounting services. Comparable scale and target client segments.
- Citrin Cooperman: Mid-market advisory and accounting firm headquartered in NYC with similar service offerings including outsourced accounting, tax, and business advisory for privately held companies and high net worth individuals.
- Marcum LLP: Top-20 US accounting firm providing audit, tax, advisory, and technology services with strong Northeast US presence. Direct competitor for mid-market and privately held company engagements with comparable service breadth.
- Withum: Mid-market accounting and advisory firm headquartered in Princeton, NJ with a comparable service mix across audit, tax, advisory, and outsourced accounting. Most directly comparable Northeast US peer of similar size and client profile.
- PKF O'Connor Davies: Northeast-based accounting and advisory firm with comparable size and service mix, including outsourced accounting and CFO advisory for privately held companies and family businesses.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Wiss social profiles
Digital presenceWiss financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wiss leadership team
Management profileNumber of profiles
Profiles10 records
Wiss subsidiaries and ownership
Company hierarchySubsidiaries2 records
Wiss funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wiss M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wiss
What does Wiss do?
Wiss is a 55+ year old accounting and business advisory firm providing six core service lines: Advisory, Audit & Assurance, Mergers/Acquisitions/Valuation, Outsourced Accounting, Tax, and Wealth Management & Family Office. The firm also delivers software consulting and implementation for major ERP platforms (NetSuite, Sage Intacct, Deltek, QuickBooks, Yardi, Rillet) and has built an AI innovation arm (Wiss Labs) that deploys 9 AI platforms in production to power outsourced and co-sourced accounting engagements.
Is Wiss a public or private company?
Wiss is a private company. It is classified as management employee owned and is currently operating.
When was Wiss founded?
Wiss was founded in 1969. It employs 101 to 250 people.
Where is Wiss based?
Wiss is headquartered in Florham Park, United States, in the North America region.
How does Wiss make money?
Six revenue lines are on record. Advisory Services are the primary driver. The others are audit & Assurance, mergers, Acquisitions & Valuation, outsourced Accounting, tax Services and wealth Management & Family Office.
Who are Wiss's main competitors?
Broad incumbents on record are BDO USA and RSM US. Emerging players are Bench, Kruze Consulting and Pilot. Direct peers are CBIZ, Citrin Cooperman, Marcum LLP, Withum and PKF O'Connor Davies.
Does Wiss have an API?
No public API is recorded for Wiss.
What industry is Wiss in?
Wiss's product category is Accounting & Advisory Services. Its primary akta.pro industry code is BPAHADAI, Strategic Partnerships, Alliances & JVs Advisory. Its NAICS code is 5416 and its SIC code is 8742.