What Wolf & Company, P.C. does

Wolf & Company, P.C. is an independent, partner-owned accounting and advisory firm headquartered in Boston, Massachusetts, founded in 1911. The firm delivers four primary service lines — Advisory (business risk and resilience, financial advisory, internal audit, IT audit, management advisory, outsourced finance and accounting, performance measurement, profit and process improvement, regulatory compliance, strategic management, transaction advisory), Assurance (employee benefit plan audits, financial statement audits, PCI DSS, SEC reporting, SOC reporting), Digital (AI consulting, cybersecurity, data solutions), and Tax (federal tax, private client). Its core client base is concentrated in regulated verticals, with financial services as the primary segment (over 450 financial services clients nationwide), followed by healthcare and life sciences, technology, manufacturing and distribution, retail, cannabis, food and beverage, and private client. The firm employs 425 people including 49 partners and operates through offices in Boston, Dallas, and Miami, with workforce distribution across 20 states.

The firm has built differentiated proprietary technology assets, most notably WolfPAC Solutions, a suite of risk management software modules covering compliance and control risk, enterprise and operational risk, and IT and cyber risk management that generates recurring subscription revenue. It also leverages the FieldGuide platform for SOC engagements and operates the DenSecure brand for cybersecurity assessments (penetration testing, red team, vCISO services). It is a PCI Security Standards Council Qualified Security Assessor Company (QSAC), delivers SOC 1/2/3 reports under AICPA peer review with PCAOB inspection oversight, and is a member of the AICPA EBPAQC. In May 2026 the firm launched a new Artificial Intelligence Practice providing end-to-end consulting on AI strategy, governance, enablement, and risk management, led by Principal Nelson Obando.

The revenue model is predominantly engagement-based professional services (hourly and fixed-fee engagements via RFPs or direct relationships) supplemented by recurring subscription revenue from WolfPAC Solutions. The firm crossed $100 million in revenue in 2025 with three consecutive years of double-digit growth (16% year-over-year in the most recent year) and is ranked 71st nationally and 2nd in New England on Accounting Today's 2026 Top 100 Firms list. Recent inorganic growth has come through acquisitions of The Kafafian Group (January 2026, bank consulting), Treehouse Technology Group and InsightOut (May 2024, data analytics). Go-to-market is sales-led via direct senior-partner relationships, RFP processes, referrals, and thought leadership.

Name

Wolf & Company, P.C.

Legal name

Wolf & Company, P.C.

Website

https://wolfandco.com

Company type

Private

Founded year

1911

Operating status

Operating

Headcount range

51–100 employees

Short description

Wolf & Company, P.C. is an independent Boston-based accounting and advisory firm founded in 1911, serving over 450 financial services, healthcare, and technology clients nationwide across advisory, assurance, digital, and tax practices, complemented by proprietary WolfPAC risk management software.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

Keywords

• Accounting advisory services
• Audit and assurance
• Tax consulting
• IT audit and cybersecurity
• Risk management compliance

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services: Advisory services including business risk and resilience, financial advisory, internal audit, IT audit, management advisory, outsourced finance and accounting, performance measurement, profit and process improvement, regulatory compliance, strategic management, and transaction advisory. These are engagement-based professional services.
2. Assurance Services: Assurance services including employee benefit plan audits, financial statement audits, PCI DSS compliance (as a QSAC), SEC compliance and reporting, and SOC reporting. Delivered by certified professionals with PCAOB inspection oversight.
3. Digital Services: Digital services including artificial intelligence consulting, cybersecurity (penetration testing, vCISO, incident response), and data solutions. Interdisciplinary teams provide technology risk and governance support.
4. Tax Services: Federal tax and private client tax services with proactive planning and coordinated approach to complex tax needs.
5. WolfPAC Solutions Software: Proprietary software solutions for compliance and control risk, enterprise and operational risk management, and IT and cyber risk management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Wolf & Company, P.C. is an independent professional accounting and advisory firm providing audit, tax, IT audit, and consulting services to clients in regulated industries. The firm delivers advisory (risk management, transaction advisory, internal audit, outsourced CFO), assurance (financial statement audits, SOC reporting, PCI DSS compliance, SEC reporting), digital (AI advisory, cybersecurity, data analytics), and tax services across financial services, healthcare, technology, and other verticals. The firm also sells WolfPAC Solutions, a proprietary risk management software platform.

Product overview

Wolf & Company, P.C. is a national accounting and advisory firm offering four primary service lines: Advisory (risk, consulting, transaction advisory), Assurance (audit, compliance), Digital (AI, cybersecurity, data solutions), and Tax services. The firm also offers WolfPAC Solutions, a proprietary risk management software platform with modules for compliance, operational risk, and IT/cyber risk management. The portfolio is organized as a unified professional services firm with specialized practices rather than a single software product.

Differentiator

Problem solved

Functional benefit

Brands

• WolfPAC Solutions: Compliance and risk management software solutions including Compliance & Control Risk, Enterprise & Operational Risk, and Information Technology & Cyber Risk management solutions
• DenSecure
• InsightOut

Products and services

• Advisory Services Comprehensive advisory services covering business risk and resilience, financial advisory, internal audit, IT audit, management advisory, outsourced finance and accounting, performance measurement, profit and process improvement, regulatory compliance, strategic management, and transaction advisory for clients in regulated industries.
• Assurance Services Assurance services including employee benefit plan audits, financial statement audits, PCI DSS compliance (as a QSAC), SEC compliance and reporting, and SOC reporting (SOC 1, SOC 2 Type I and Type II, SOC 3, and Agreed Upon Procedures) delivered by certified professionals with PCAOB inspection oversight.
• Digital Services Digital transformation and technology advisory services covering Artificial Intelligence consulting (strategy, governance, enablement, and risk management), Cybersecurity (including DenSecure services, penetration testing, red team assessments, vCISO, and incident response), and Data Solutions including InsightOut data analytics for clients in regulated industries.
• Tax Services Tax services including federal tax advisory with proactive planning and a coordinated approach to complex tax needs, plus private client tax planning for high-net-worth individuals and family offices.
• WolfPAC Solutions A suite of proprietary risk management software modules including Compliance & Control Risk Solutions, Enterprise & Operational Risk Management Software, and Information Technology & Cyber Risk Management Solutions, sold as a subscription-based offering to clients managing regulatory and operational risk.

Quantifiable outcome

• 16% year-over-year revenue growth for three consecutive years
• +4 more outcomes

Named customers21 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Scale indicators11 records

Recent moves7 records

Expansion highlights1 record

Direct peers

• Withum: Mid-sized national accounting and advisory firm with strong financial services, technology, and life sciences practices; similar size tier and competing service mix including SOC, cybersecurity, and digital services.
• Plante Moran: Large mid-market accounting and advisory firm serving financial services, healthcare, and manufacturing with comparable service lines including audit, advisory, and technology risk.
• Moss Adams: West Coast-based Top-15 accounting firm with strong financial services, technology, and SOC reporting practices that compete with Wolf for national mid-market clients.
• Crowe LLP: Major mid-market accounting and advisory firm with a nationally recognized financial services practice and SOC/cybersecurity capabilities that compete head-to-head with Wolf for regulated clients.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm with a strong financial institutions practice, comparable service breadth (audit, tax, advisory, technology risk), and overlapping client base in community banks and credit unions.
• RSM US: Tier-2 national accounting and advisory firm of similar mid-market scale with deep financial services practice and comparable advisory/assurance/tax/consulting service lines that compete directly with Wolf in regulated industries.
• PKF O'Connor Davies: Northeast-headquartered mid-tier accounting and advisory firm with comparable financial services, nonprofit, and commercial practices competing in overlapping geographies.
• Marcum LLP: Top-15 U.S. accounting firm with extensive financial services, technology, and SOC/cybersecurity practices that compete directly with Wolf for regulated mid-market engagements.

Broad incumbents

• BDO USA: Larger Tier-2 national accounting firm with a much broader service portfolio; competes with Wolf across audit, advisory, tax, and SOC reporting for mid-market financial services and technology clients.

Regional players

• Baker Newman Noyes: New England-based accounting and advisory firm of comparable scale, with overlapping financial services, healthcare, and technology practices competing in Wolf's core Boston/Northeast market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/38359
• Instagraminstagram.com/wolfandco
• Xx.com/bostoncpafirm
• Facebookfacebook.com/wolf-company-pc-48580517717

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles40 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A3 records

Investments

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

Frequently asked questions about Wolf & Company, P.C.