Kaufman Rossin

What Kaufman Rossin does

Kaufman Rossin is an independent, multi-disciplinary CPA and advisory firm founded in 1962 and headquartered in Miami, Florida, with additional offices across Florida (Fort Lauderdale, Boca Raton, Palm Beach Gardens), New York, India (Bangalore, Gurgaon) and Côte d'Ivoire (Abidjan). The firm provides tax, audit and assurance, forensic/advisory/valuation, business consulting, and risk advisory services across 13+ industry verticals, supported by wholly owned subsidiaries for wealth management (Kaufman Rossin Wealth, LLC), insurance, registered agent services (Kaufman Rossin Registries, LLC), fund administration (Kaufman Rossin Alternative Investment Services / KAIS), India delivery (Kaufman Rossin Professional Services Private Limited), and investment banking (Mary Street Capital, launched October 2025).

The firm's technology footprint centers on proprietary Risk Advisory tools — PhishNet by Kaufman Rossin® for phishing simulation and the Risk Intelligence Suite — alongside in-house Robotic Process Automation (RPA), independent AI AML model validation services, and an enterprise-wide Domo AI/data platform deployed in May 2025 to unify firm-wide data and automate workflows. AI capabilities also extend externally through a strategic Synack partnership for AI-powered continuous penetration testing (April 2026), the firm's own generative-AI research via its inaugural State of AI in the Mid-Market Sector report, and a Digital & AI Strategy advisory practice supporting mid-market clients on responsible AI governance.

The firm operates a quote-based, scope-tailored professional services pricing model across professional services fees, asset- and planning-based wealth management fees, recurring fund administration fees, and transaction-based investment banking advisory fees. Customer acquisition is partner-led and community-driven: principals serve on boards of the Miami Finance Forum, ACAMS, FICPA and FSU College of Business, sponsor NYU SPS Tax Controversy Forum, ACAMS AML Symposium, Hemisférico Congress, and Miami Finance Forum Exit Strategies Forum, and pursue a content-led marketing mix (blog, newsletter, paid search, social, webinars, CPE programs, earned media). Membership in the Praxity global alliance extends cross-border reach.

Name

Kaufman Rossin

Legal name

Kaufman, Rossin & Co., A Professional Association

Website

https://kaufmanrossin.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Kaufman Rossin is an independent, Miami-headquartered CPA and advisory firm founded in 1962, providing tax, audit, risk advisory, wealth, fund administration, and investment banking services across 13+ industry verticals in the U.S., India, and Côte d'Ivoire.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Other Financial Vehicles (525990), Other Financial Investment Activities (5239)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industries

Fund Financial Reporting & Regulatory Filings (GAAP/IFRS, N-PORT/N-CEN, AIFMD/UCITS) (FSAAAMAG), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Tax compliance services
• Audit assurance services
• Risk advisory consulting
• Fund administration services
• Wealth management advisory

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees (Tax, Audit, Assurance, Advisory): Core revenue stream derived from CPA and advisory engagements billed on professional services fees (hourly/engagement-based), spanning tax compliance and planning, audit/review/compilation, SOC reports, SEC services, forensic accounting, valuation, transaction advisory, family office, and outsourced accounting services.
2. Wealth Management & Investment Advisory Fees: Revenue from Kaufman Rossin Wealth, LLC (an SEC-registered Investment Adviser) generated via asset-based and planning fees for retirement, executive benefits, and evidence-based financial planning for individuals and families.
3. Fund Administration Fees: Recurring and transactional revenue from Kaufman Rossin Alternative Investment Services, LLC for full-service fund administration, investor services, treasury, audit liaison, compliance and data security for hedge funds, private equity funds and other investment vehicles.
4. Investment Banking Advisory Fees: Revenue from Mary Street Capital, Kaufman Rossin's investment banking affiliate, generated via M&A advisory, corporate finance and strategic advisory engagements for family- and founder-owned middle-market businesses.
5. Insurance & Risk Advisory Solution Fees: Revenue from Kaufman Rossin Insurance Services and Risk Advisory engagements including cybersecurity, digital forensics, incident response, AML/BSA, OFAC, FINRA/SEC compliance, HIPAA, internal audit, RPA and PhishNet by Kaufman Rossin® services.

Pricing tiers

Go-to-market motion3 records

Distribution channels7 records

Marketing channels10 records

Core offering

Kaufman Rossin is an independent, partner-led CPA and advisory firm providing tax, audit and assurance, forensic/advisory/valuation, risk advisory, business consulting, digital transformation, and accounting/family office services to businesses, financial institutions, funds and private clients. The firm also operates affiliated wealth management (Kaufman Rossin Wealth), insurance, registered agent, fund administration (KAIS), and investment banking (Mary Street Capital) practices serving primarily middle-market and regulated-entity clients in the U.S. and internationally.

Product overview

Kaufman Rossin is not a single SaaS product but an independent professional services platform (a top-50 U.S. CPA and advisory firm with more than 60 years of history) organized into core service lines plus a portfolio of named products, sub-brands, and add-on modules. The core platform consists of Assurance Services (audit, review, compilation, SEC, SOC Reports), Tax Services (business, individual, international, SALT, tax resolution), Forensic/Advisory/Valuation, Business Consulting, and Recovery & Resiliency. Wrapped around this are the Risk Advisory service line — which includes the named products PhishNet by Kaufman Rossin® (anti-phishing) and the Risk Intelligence Suite, plus modules for Anti-Money Laundering & Sanctions, Cybersecurity/Digital Forensics/Incident Response, Robotic Process Automation (RPA), and OFAC compliance — and the Digital Transformation Services line, which adds Digital & AI Strategy, Business Intelligence Consulting, Digital Commerce, and Business Optimization. The product portfolio is rounded out by affiliated entities acting as sub-brands: Kaufman Rossin Wealth, LLC (investment advisory), Kaufman Rossin Insurance Services (insurance solutions), Kaufman Rossin Registries, LLC (registered agent), Kaufman Rossin Alternative Investment Services / KAIS (fund administration), and Mary Street Capital (investment banking affiliate for M&A and corporate finance). AI and analytics capabilities are embedded across these offerings, exemplified by the Synack-powered AI continuous penetration testing partnership, independent validation of ThetaRay's AI AML models, internal use of Domo's AI/data platform, and the firm's "State of AI in the Mid-Market" advisory research.

Differentiator

Problem solved

Functional benefit

Brands

• Kaufman Rossin Wealth: Investment advisory and wealth management services offered under the Kaufman Rossin umbrella.
• Kaufman Rossin Professional Services
• Mary Street Capital
• PhishNet by Kaufman Rossin

Products and services

• Assurance Services

Quantifiable outcome

• 94% of mid-market companies use generative AI but only 2% have operationalized it at scale (firm's inaugural State of AI in the Mid-Market Sector report)
• +1 more outcomes

Named customers2 records

Segments14 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability9 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered flagship, core and minor.

• SynackflagshipStrategic or Co-development Partner · 1 April 2026Kaufman Rossin and Synack announced a strategic partnership to deliver AI-powered penetration testing and continuous security validation for regulated companies. The collaboration combines Kaufman Rossin's cybersecurity advisories with Synack's platform, supporting organizations to move away from traditional, periodic testing toward ongoing, scalable security assessments.
• ThetaRayflagshipTechnology or Integration · 27 October 2025ThetaRay announced that Kaufman Rossin has completed an independent validation of its AML Transaction Monitoring and OFAC Screening Modules, confirming compliance with regulatory standards. The validation was finalized in August 2025 and announced at Money20/20 USA, emphasizing model governance, transparency and robustness in AI-driven financial crime compliance.
• Mary Street CapitalflagshipStrategic or Co-development Partner · 27 October 2025Kaufman Rossin launched Mary Street Capital, an investment banking affiliate, to expand its advisory services for middle-market businesses; the new unit focuses on mergers and acquisitions, corporate finance, and strategic advisory across diverse industries, led by managing directors Alex Rattner and James Wolcott with over 25 years of combined experience.
• DomocoreTechnology or Integration · 30 May 2025Kaufman Rossin has adopted Domo's AI and data platform to unify data sources, automate workflows and enhance resource management; the firm benefits from improved decision-making, operational efficiency and growth potential driven by a single authoritative data source.
• PraxitycoreChannel Partner/ Reseller/ DistributorKaufman Rossin is proud to be a member of Praxity, a global alliance of independent accounting and advisory firms, supporting cross-border referrals and service delivery to clients with international footprints.
• Abidjan (Côte d'Ivoire) OfficeminorOthersListed as one of the firm's operating locations and as part of the broader Kaufman Rossin ecosystem, providing accounting solutions and Fund Administration services for Funds and businesses in West Africa.
• Kaufman Rossin Professional Services Private Limited (India)coreOthersIndia-based professional services provider within the Kaufman Rossin Group, with branch offices in Bangalore and Gurgaon delivering fund administration, bookkeeping, accounting, financial reporting, treasury services and audit liaison to global hedge funds, private equity funds and other investment vehicles.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Marcum LLP: Top-15 U.S. accounting and advisory firm with comparable tax, audit, advisory, and technology service lines serving middle-market clients; closely comparable in size band and service mix to Kaufman Rossin.
• EisnerAmper: Major U.S. accounting and advisory firm with deep financial services, hedge fund, and private equity practices; directly overlaps with Kaufman Rossin's KAIS fund administration and investment advisory offerings.
• Cherry Bekaert: Top-50 U.S. CPA and advisory firm providing tax, audit, advisory, and risk services to middle-market and regulated industries; similar size and service breadth to Kaufman Rossin.
• Withum: Top-50 U.S. accounting and advisory firm with strong financial services, technology, and digital transformation practices; directly comparable to Kaufman Rossin's risk advisory and digital strategy lines.
• FORVIS (formerly BKD): Top-10 U.S. accounting and advisory firm formed through BKD and Dixon Hughes Goodman merger; directly comparable middle-market focus, advisory depth, and risk consulting capabilities.
• Baker Tilly US: Top-15 U.S. advisory, tax, and assurance firm serving middle-market clients with risk, forensic, and digital services; comparable in size and service mix.
• Plante Moran: Top-15 U.S. accounting and business advisory firm with comparable middle-market advisory, risk, and technology practices; closely comparable in size and structure.

Broad incumbents

• BDO USA: Global mid-market accounting and advisory network serving many of the same industries (banking, hedge funds, broker-dealers, healthcare, real estate); broader scale but overlapping service lines.
• RSM US: Large U.S. middle-market accounting and consulting firm with risk advisory, cybersecurity, and transaction advisory practices; broader geographic and service footprint than Kaufman Rossin.
• Grant Thornton: Top U.S. accounting and advisory firm with broad advisory, transaction, and risk practices; comparable industry coverage including financial services and public companies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/user/KaufmanRossin
• Facebookfacebook.com/kaufmanrossin
• Instagraminstagram.com/kaufmanrossin
• Xx.com/kaufmanrossin

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Kaufman Rossin