Driven Advisors
Driven Advisors is a Puerto Rico-headquartered, privately held professional services firm delivering assurance, tax, business advisory, and outsourcing services across 12+ verticals, with offices in Guaynabo, Coral Gables, and Sebring, serving regulated middle-market clients including major PR banks, government entities, healthcare providers, and corporates.
- Company typePrivate
- Founded2021
- HeadquartersGuaynabo, Puerto Rico
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Driven Advisors does
Driven Advisors (legal entity Driven PSC) is a privately held professional services firm headquartered in Guaynabo, Puerto Rico, with additional offices in Coral Gables, Florida and Sebring, Florida. The firm delivers four core service lines: Assurance (financial statement audits, SSAE 18/SOC reporting, Yellow Book audits, ERISA benefit plan audits), Tax Services (compliance, planning, international tax, Puerto Rico tax incentives such as Acts 20 and 22, and transaction tax advisory), Business Advisory (M&A and transaction advisory, valuations, forensic accounting, litigation support, IT/risk/compliance, and cybersecurity), and Business Services & Outsourcing (bookkeeping, payroll, accounts payable/receivable, and financial statement preparation). The firm serves 12+ industry verticals including financial services and banking, government and public sector, healthcare, manufacturing/retail/distribution, technology and telecommunications, insurance, real estate and construction, education and nonprofit, employee benefit plans, hospitality, natural resources, and consumer business.
The firm's underlying technology is conventional professional services tooling: audit software, data analytics, cybersecurity advisory frameworks (ISO 27001, ISO 22301, HIPAA, HITRUST), and cloud-based podcast hosting for its D-Talks content platform. Its most differentiated proprietary asset is the "Drivenway Methodology," referenced in connection with international bank receivership work in Puerto Rico. The firm monetizes through engagement-based professional fees, retainer arrangements, and multi-year outsourcing contracts, with no publicly disclosed rate cards; pricing is determined by engagement scope, complexity, and team composition.
Go-to-market is partner-led, relationship-driven, and referral-based, targeting middle-market and regulated enterprise clients in Puerto Rico and Florida. Marquee clients include Banco Popular de Puerto Rico, FirstBank, Scotiabank, Oriental Bank, Pentagon Federal Credit Union, Triple-S, Evertec, the University of Puerto Rico, and PREPA. The firm employs 251-500 professionals, a substantial share of whom hold Big Four pedigrees (PwC, Deloitte, EY, Grant Thornton) and dense specialty certifications. The ownership is concentrated among partners and shareholders including Managing Shareholder Ryan Marín, with no evidence of institutional or private equity ownership. The firm is independently capitalized, operating without disclosed external funding, and distributes thought leadership through the D-Talks podcast and an active LinkedIn presence.
Driven Advisors firmographics
Firmographics- Name
- Driven Advisors
- Legal name
- Driven PSC
- Website
- https://drivenadvisors.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Driven Advisors is a Puerto Rico-headquartered, privately held professional services firm delivering assurance, tax, business advisory, and outsourcing services across 12+ verticals, with offices in Guaynabo, Coral Gables, and Sebring, serving regulated middle-market clients including major PR banks, government entities, healthcare providers, and corporates.
- Ownership category
- akta.pro rank
Driven Advisors industry classification
Industry- Product category
- Professional Services (Accounting, Tax, and Advisory)
- NAICS
- Offices of Certified Public Accountants (541211)
- SIC
- Services-Management Consulting Services (8742), Finance Services (6199)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Driven Advisors is headquartered
LocationHeadquarters
- HQ city
- Guaynabo
- HQ country
- Puerto Rico
- HQ region
- Latin America
Offices4 records
Markets served
Driven Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assurance and Audit Services: Financial statement audits, employee benefit plan audits, SSAE 18/SOC examinations, Yellow Book audits, compliance audits, agreed-upon procedures, reviews and compilations. Revenue generated through engagement-based fees.
- Tax Services: Tax preparation, tax compliance, tax advisory, tax incentives and credits, international tax services, transfer pricing, transaction advisory. Billed through project and retainer arrangements.
- Business Advisory Services: Transaction advisory, valuations, forensic accounting, litigation support, strategic restructuring, IT/risk/compliance services, cybersecurity advisory. Engagement-based professional fees.
- Business Services and Outsourcing: Accounting outsourcing, payroll processing, bookkeeping, financial statement preparation. Retainer and project-based arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Driven Advisors product offering
Product offeringCore offering
Driven Advisors is a financial advisory and professional services firm headquartered in Puerto Rico that delivers assurance (audit and attestation), tax, business advisory, and outsourced accounting services to middle-market companies, financial institutions, government entities, and other organizations. The firm operates across more than a dozen industry verticals and complements its services with cybersecurity and IT risk advisory capabilities.
Product overview
Driven Advisors is a financial advisory firm that offers four core service lines: Assurance Services (audit and attestation), Tax Services, Business Advisory Services, and Business Services and Outsourcing. The firm also produces the D-Talks Podcast as a content platform. Services are organized by industry verticals including Financial Services, Government and Public Sector, Healthcare, Technology and Telecommunications, Manufacturing/Retail/Distribution, Insurance Services, Employee Benefit Plans, Education and Nonprofit, Natural Resources, Real Estate and Construction, Hospitality and Leisure, Consumer Business, and Services. The firm operates multiple offices in Puerto Rico, Miami, and Central Florida.
Differentiator
Problem solved
Functional benefit
Products and services
- Assurance Services Audit and attestation services including financial statement audits, single audits, Yellow Book audits, Employee Benefit Plan audits under ERISA, Agreed-Upon Procedures, SSAE 18/SOC reporting (SOC 1, SOC 2, SOC 3), and reviews, examinations, and compilations for organizations across regulated and middle-market industries.
- Tax Services Comprehensive tax solutions including tax preparation and review, IRS and Puerto Rico tax authority audit support, tax incentives and credits (Act 20, Act 22, tourism, film, green energy), transaction tax advisory, international tax services, transfer pricing, and corporate and individual tax compliance.
- Business Advisory Services Strategic consulting covering transaction advisory (M&A, due diligence, capital raises), valuations and business analytics, forensic accounting and litigation support, strategic restructuring and turnaround, and IT/Risk/Compliance services including SOC reporting guidance and cybersecurity advisory.
- Business Services and Outsourcing Outsourced accounting functions including bookkeeping, payroll processing and payroll tax compliance, accounts payable/receivable management, financial statement preparation, and tax compliance services (sales tax, income tax returns) for businesses seeking to delegate back-office operations.
- D-Talks Podcast Company-hosted podcast featuring episodes on accounting standards, private equity funds, cybersecurity, the impact of AI on the accounting profession, government compliance, and industry-specific discussions with expert guests from Driven's practice.
Companies that use Driven Advisors
Customer profileNamed customers20 records
Segments10 records
Ideal customer profiles3 records
Driven Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Driven Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Strategic MindscoreStrategic Minds is referenced as a related company/partner in the D-Talks podcast series. The Business Development Department is shared between Driven and Strategic Minds, with both companies collaborating on client development and marketing initiatives.
- Advising Puerto RicocoreAlina Rivera, CPA, CVE, CFE is the CEO of Advising Puerto Rico and is described as a valuable partner for Driven. The companies collaborate on valuation services with Advising Puerto Rico offering a wide range of services including valuations that complement Driven's advisory offerings.
- ISACA Puerto Rico ChapterminorWilfredo R. Vera Pujols serves as Vice-President of the Board of Directors of ISACA, PR, collaborating with business technology professionals to continue developing the profession. This represents professional association involvement rather than commercial partnership.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Driven Advisors competitors and assessment
Company assessmentBroad incumbents
- RSM US: The leading US-focused mid-tier accounting and advisory firm serving middle-market companies with audit, tax, and consulting services. Comparable to Driven in middle-market targeting, though at significantly larger national scale.
- Deloitte Puerto Rico: Deloitte's PR practice is one of the largest professional services firms on the island, serving financial services, government, and healthcare clients. Directly competes with Driven for the same Big Four-target clients (Banco Popular, PREPA, Evertec) and has been a talent source for Driven.
- Baker Tilly US: A top-10 US accounting and advisory firm serving middle-market clients across industries including financial services, government, and healthcare. Comparable service mix and middle-market positioning, with broader geographic reach than Driven.
- Crowe LLP: A major US mid-tier accounting firm with strong financial services, government, and healthcare practices. Comparable to Driven in regulated-industry audit depth and middle-market orientation.
- CLA (CliftonLarsonAllen): A large US accounting and advisory firm serving middle-market and closely held companies across multiple industries, with notable government and nonprofit practices. Comparable to Driven in vertical breadth and middle-market positioning.
- PwC Puerto Rico: The Big Four's Puerto Rico practice, serving large financial institutions, multinationals, and government entities. Multiple Driven partners and principals previously worked at PwC, making it a direct competitor for talent and marquee clients (Banco Popular, Scotiabank).
- Ernst & Young (EY) Puerto Rico: EY's Puerto Rico practice serves financial services, insurance, and government clients with audit and advisory services. Directly comparable to Driven for insurance and government audits (Disclosed PR firm EY PR LLC is named in Driven team bios).
- Marcum LLP: A top-20 US accounting and advisory firm with strong financial services, tax, and advisory practices. Comparable to Driven in middle-market financial services focus and growing advisory/consulting capabilities.
Direct peers
- Kevane Grant Thornton: The Puerto Rico member firm of Grant Thornton, one of the largest mid-tier accounting and advisory practices on the island. Directly comparable to Driven in size, service mix (audit, tax, advisory), and PR-based government/banking client base; multiple Driven principals previously worked at Kevane Grant Thornton.
- BDO Puerto Rico: BDO's Puerto Rico member firm provides audit, tax, and advisory services to financial institutions, government, and middle-market clients across the island. Comparable to Driven in vertical breadth, Big-Four-alternative positioning, and government/banking client mix.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Driven Advisors social profiles
Digital presenceDriven Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Driven Advisors leadership team
Management profileNumber of profiles
Profiles12 records
Driven Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Driven Advisors 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 Driven Advisors
What does Driven Advisors do?
Driven Advisors is a financial advisory and professional services firm headquartered in Puerto Rico that delivers assurance (audit and attestation), tax, business advisory, and outsourced accounting services to middle-market companies, financial institutions, government entities, and other organizations. The firm operates across more than a dozen industry verticals and complements its services with cybersecurity and IT risk advisory capabilities.
Is Driven Advisors a public or private company?
Driven Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Driven Advisors founded?
Driven Advisors was founded in 2021. It employs 251 to 500 people.
Where is Driven Advisors based?
Driven Advisors is headquartered in Guaynabo, Puerto Rico, in the Latin America region.
How does Driven Advisors make money?
Four revenue lines are on record. Assurance and Audit Services are the primary driver. The others are tax Services, business Advisory Services and business Services and Outsourcing.
Who are Driven Advisors's main competitors?
Broad incumbents on record are RSM US, Deloitte Puerto Rico, Baker Tilly US, Crowe LLP, CLA (CliftonLarsonAllen), PwC Puerto Rico, Ernst & Young (EY) Puerto Rico and Marcum LLP. Direct peers are Kevane Grant Thornton and BDO Puerto Rico.
Does Driven Advisors have an API?
No public API is recorded for Driven Advisors.
What industry is Driven Advisors in?
Driven Advisors's product category is Professional Services (Accounting, Tax, and Advisory). Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 541211 and its SIC code is 8742.