eDelta Consulting

What eDelta Consulting does

eDelta Consulting is a New York-based boutique advisory and assurance firm founded in 2000 by Jon Bosco and Anthony Damato, both former Ernst & Young managers in financial services audit and information systems assurance. The firm delivers Big Four-caliber expertise through partner-led engagement models, serving highly regulated organizations in financial services, FinTech, healthcare, defense industrial base contractors, cloud and technology providers, and other regulated industries. Its service portfolio spans three categories: Advisory Services (Internal Audit, AML/BSA Compliance, Regulatory Compliance, Lending and Loan Review, Financial and Regulatory Reporting, IT Governance and Risk Management, Human Resources Advisory, and Third Party Risk Management); Assurance Services (SOC 1/2/3, CMMC Levels 1-3, PCI DSS QSA assessments, ISO 27001/9001/22301 certifications, Agreed Upon Procedures, IT Audit, Internal Control Testing, and framework-based NIST/COSO/COBIT audits); and emerging AI Advisory and ERP Consulting practices. The firm operates an affiliate, eDelta CPA Services, a New York State-licensed, PCAOB-registered public accounting firm authorized to deliver formal attestations.

The firm leverages AI-enabled workflows internally to accelerate audit analysis and documentation and offers clients responsible AI governance frameworks plus an AI-native ERP consulting practice built on API-first integrations and automation-ready workflows. Technology platforms referenced include ServiceNow, Archer, OneTrust, and ProcessUnity for GRC implementations, alongside AI tools such as NeuralSeek. The firm employs 51-100 professionals and serves clients across national and select international geographies through its New York headquarters at 370 Lexington Avenue.

Revenue is generated primarily through professional services engagements, including outsourced and co-sourced advisory retainers and CPA-led assurance attestations, with pricing structured per engagement rather than publicly disclosed. Go-to-market combines direct enterprise field sales with strategic partner referrals (BDO, Next AML, SynFiny, Expleo, Campfire, NeuralSeek), thought leadership content on regulatory topics, and industry conference participation. Customer mix spans both enterprise and mid-market organizations, with documented multi-year engagements including eight consecutive years of SOC 2 Type II audits for a single managed IT services client.

Name

eDelta Consulting

Legal name

eDelta Consulting

Website

https://edeltaconsulting.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

eDelta Consulting is a New York-based boutique advisory and assurance firm serving highly regulated organizations across financial services, FinTech, healthcare, defense, and technology with Big Four-caliber Internal Audit, Compliance, Risk, IT Governance, SOC/PCI/ISO/CMMC attestations, and emerging AI and ERP consulting delivered through a PCAOB-registered CPA affiliate.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

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 - Advisory: Strategic advisory services across Internal Audit, Regulatory Compliance, Cybersecurity, and Operational Risk, delivered through fully outsourced or co-sourced engagement models. Includes specialized practices in AML/BSA, Third Party Risk Management, IT Governance, HR Operations, and Compliance.
2. Assurance Services - CPA Attestations: CPA-led assurance engagements including SOC 1/2/3 audits, PCI DSS assessments, CMMC certifications, ISO certifications, Agreed-Upon Procedures, IT Audit, and Internal Control Testing. Delivered by licensed CPAs through eDelta CPA Services affiliate.
3. ERP Consulting Services: Finance systems assessment, AI-native ERP implementation, managed finance systems, and fractional CFO leadership and support services for CFO and CTO clients.
4. Managed Services: Ongoing managed services including admin, governance, change control, integration monitoring, close optimization, and reporting evolution.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

eDelta Consulting is a boutique advisory and assurance firm providing professional services in Internal Audit, Compliance, Risk Management, Finance, and Information Technology. The firm delivers outsourced and co-sourced advisory engagements, CPA-led formal attestations (SOC 1/2/3, PCI DSS, ISO, CMMC), and AI governance advisory for highly regulated industries. Engagements are partner-led, custom-scoped, and supported by AI-enabled internal audit workflows and GRC platform implementations.

Product overview

eDelta Consulting operates as an advisory and assurance firm offering a portfolio of professional services rather than a single unified software product. The core offerings span three main categories: Advisory Services (Internal Audit, AML/BSA Compliance, Compliance, Lending & Loan Review, Financial & Regulatory Reporting, IT Governance & Risk Management, Human Resources, and Third Party Risk Management); Assurance Services (SOC 1/2/3 Reports, CMMC, PCI DSS QSA, ISO Certifications, Agreed Upon Procedures, IT Audit, Internal Control Testing, and Additional Audit & Assurance); and AI Advisory Services for responsible AI adoption. The firm also provides ERP Consulting Services for AI-native finance architecture and operates an affiliate, eDelta CPA Services, delivering PCAOB-registered attestation examinations. The portfolio is delivered through partner-led engagement models combining Big Four-caliber expertise with boutique accessibility.

Differentiator

Problem solved

Functional benefit

Products and services

• Internal Audit Services

Quantifiable outcome

• Eight consecutive SOC 2 Type II audits completed successfully for a single client
• +1 more outcomes

Named customers11 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Next AMLminorStrategic or Co-development PartnerStrategic partner providing AML/compliance expertise. Referenced on insights page and about section alongside other partner logos.
• SynFinyminorStrategic or Co-development PartnerStrategic partner. Referenced on insights page and about section alongside other partner logos.
• BDOcoreStrategic or Co-development PartnerBDO is a major accounting and consulting firm. Partnership allows for expanded service delivery and referral relationships in the professional services ecosystem.
• ExpleominorStrategic or Co-development PartnerTechnology and consulting partner. Referenced on insights page and about section alongside other partner logos.

Scale indicators3 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Schellman & Co. Schellman is a leading boutique attestation and cybersecurity firm specializing in SOC 1/2/3, ISO 27001, PCI DSS, HITRUST, and FedRAMP assessments. It is one of the closest direct competitors to eDelta in the boutique SOC/PCI/ISO attestation space with a similar partner-led model.
• A-LIGN: A-LIGN is a technology-enabled compliance and cybersecurity firm delivering SOC audits, PCI DSS assessments, ISO certifications, HITRUST, and FedRAMP services. It competes directly with eDelta's assurance practice, often serving fintech and SaaS clients of similar profile.
• Coalfire: Coalfire is a cybersecurity advisory and assessment firm providing PCI DSS QSA, SOC, HITRUST, and CMMC services. It overlaps directly with eDelta's PCI QSA, SOC, and CMMC attestation offerings for cloud and regulated clients.
• Linford & Co. Linford & Co is a boutique CPA firm focused on SOC 1, SOC 2, HITRUST, and penetration testing for SaaS and fintech companies. It is a smaller-scale direct peer serving similar mid-market compliance-driven clients.

Broad incumbents

• BDO USA: BDO is one of the largest global accounting and consulting firms and is a named strategic partner of eDelta for cross-referral. BDO offers SOC audits, IT risk, and regulatory advisory as part of a much broader portfolio, serving overlapping client segments at significantly larger scale.
• RSM US: RSM US is a top-tier mid-market accounting and consulting firm providing SOC audits, IT risk management, cybersecurity, and regulatory compliance services. It competes with eDelta in middle-market financial services and technology clients at greater scale.
• Crowe LLP: Crowe is a national accounting and advisory firm offering SOC/PCI/ISO assurance, risk consulting, and AI governance advisory to financial services and tech clients. It is comparable as a broader incumbent competing for similar regulated-vertical engagements.
• EY (Ernst & Young): EY is one of the Big Four firms and the former employer of both eDelta founders (Jon Bosco and Anthony Damato). EY provides enterprise-scale internal audit, risk, cybersecurity, and AI advisory services that eDelta explicitly positions itself against with a "Big Four-caliber" boutique model.
• Wipfli LLP: Wipfli is a top-20 US accounting and consulting firm providing SOC audits, IT risk, cybersecurity, and regulatory compliance for community banks, fintech, and mid-market companies. It competes with eDelta in regional financial services and fintech clients.

Emerging players

• Sensiba (Sensiba San Filippo): Sensiba is a mid-sized CPA and advisory firm offering SOC audits, HITRUST, ISO, and ESG/sustainability advisory to technology and life sciences clients. It is comparable as an emerging peer growing in similar regulated SaaS and tech-vertical engagements.

Market position

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Customer concentration

• Xx.com/eDelta_Consult

Compliance15 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 eDelta Consulting