Waypoint Advisory Services
- Company typePrivate
- Founded2011
- HeadquartersAmarillo, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Waypoint Advisory Services firmographics
Firmographics- Name
- Waypoint Advisory Services
- Website
- https://way-point.net
- Company type
- Private
- Founded year
- 2011
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Waypoint Advisory Services industry classification
Industry- Product category
- Financial Compliance Consulting
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Waypoint Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Amarillo
- HQ country
- United States
- HQ region
- North America
Markets served
Waypoint Advisory Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Waypoint Advisory Services product offering
Product offeringCore offering
Waypoint Advisory Services is a consulting firm that provides services and solutions to credit unions to meet their regulatory compliance needs. The firm offers advisory support across compliance examinations, audit preparation, and remediation activities tailored to the credit union industry.
Differentiator
Problem solved
Functional benefit
Products and services
- Credit Union Regulatory Compliance Consulting Advisory services and solutions delivered to credit unions to address their regulatory compliance needs, including examination preparation, audit support, and remediation guidance. Intended for credit unions that require specialized compliance expertise.
Companies that use Waypoint Advisory Services
Customer profileIdeal customer profiles1 record
Waypoint Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Waypoint Advisory Services partnerships and signals
Strategic signalRecent moves2 records
Waypoint Advisory Services competitors and assessment
Company assessmentBroad incumbents
- TruStage (formerly CUNA Mutual Group): TruStage is a financial services provider owned by and serving credit unions, offering lending, insurance, and compliance-related products. Comparable to Waypoint as a CU-exclusive services provider with overlapping regulatory risk offerings.
- Jack Henry & Associates: Jack Henry provides core banking, compliance, and risk management technology to thousands of credit unions and community banks. Comparable to Waypoint through overlapping CU-compliance capabilities, but delivered as enterprise software.
- Wolters Kluwer Financial Services: Wolters Kluwer provides enterprise regulatory compliance, risk, and lending solutions to banks and credit unions globally. Comparable to Waypoint as a regulatory compliance provider, but at vastly larger scale and with a software-first model.
- FIS (Fidelity National Information Services): FIS is a large financial technology provider offering core processing and compliance solutions to credit unions and banks. Comparable to Waypoint via shared CU compliance scope, though at materially greater scale and product breadth.
Direct peers
- CU*Answers: CU*Answers is a credit union service organization (CUSO) providing core processing, IT, and compliance/AuditLink services to credit unions. Comparable to Waypoint via shared CU audience and compliance advisory offerings.
- Abrigo: Abrigo provides regulatory compliance, BSA/AML, and lending software to community banks and credit unions. It is comparable to Waypoint as a CU-targeted regulatory and compliance solutions provider, though delivered more via software than advisory hours.
- Profit Resources: Profit Resources is a credit union-specific consulting and training firm offering compliance, operations, and exam-prep services to community credit unions. It is the closest direct peer to Waypoint given the shared niche, audience, and service mix.
- PolicyWorks (a CUNA company): PolicyWorks is a credit-union-focused compliance services provider offering lending compliance, regulatory monitoring, and outsourced compliance programs. It competes directly with Waypoint for outsourced CU compliance engagements.
- Tandem (formerly CU Solutions Group): Tandem (formerly CU Solutions Group) is a CUSO offering marketing, technology, lending, and compliance products to credit unions. Comparable to Waypoint through its CU-exclusive audience and compliance-adjacent service lines.
Regional players
- Cornerstone League (Cornerstone Resources): Cornerstone League is a regional credit union trade association serving southwestern CUs with compliance consulting, training, and league services. Comparable to Waypoint's geography (Amarillo) and CU compliance focus.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Waypoint Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Waypoint Advisory Services leadership team
Management profileNumber of profiles
Profiles1 record
Waypoint Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Waypoint Advisory Services 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 Waypoint Advisory Services
What does Waypoint Advisory Services do?
Waypoint Advisory Services is a consulting firm that provides services and solutions to credit unions to meet their regulatory compliance needs. The firm offers advisory support across compliance examinations, audit preparation, and remediation activities tailored to the credit union industry.
When was Waypoint Advisory Services founded?
Waypoint Advisory Services was founded in 2011. It employs 11 to 50 people.
Where is Waypoint Advisory Services based?
Waypoint Advisory Services is headquartered in Amarillo, United States, in the North America region.
Who are Waypoint Advisory Services's main competitors?
Broad incumbents on record are TruStage (formerly CUNA Mutual Group), Jack Henry & Associates, Wolters Kluwer Financial Services and FIS (Fidelity National Information Services). Direct peers are CU*Answers, Abrigo, Profit Resources, PolicyWorks (a CUNA company) and Tandem (formerly CU Solutions Group). Cornerstone League (Cornerstone Resources) is listed as a regional player.
Does Waypoint Advisory Services have an API?
No public API is recorded for Waypoint Advisory Services.
What industry is Waypoint Advisory Services in?
Waypoint Advisory Services's product category is Financial Compliance Consulting. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 54161 and its SIC code is 8742.