Financial Services
The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.
Financial Services
Jason C. Barnes
Principal
Brad E. Elmer
Managing Director
Kimberly Jin
Principal
Kristi Oates
Principal
Larry Smetana
Principal Emeritus
Lauri Webster
Managing Director
Michael J. Windham
Director
How can you move your organization toward the future you envision? Work with professionals who understand your financial services company and will talk with you about your challenges to help you find the right solution.
Our solutions
The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.
Have confidence in our ability to assist your organization in attaining your goals because of our experience providing solutions for business needs.
Banking and capital markets sector
- Commercial banks
- Community banks
- Credit unions
- Fintechs
- Mortgage bankers
- Nontraditional lenders
- Savings institutions
- Student loan organizations
Asset management sector
- Broker-dealers
- Family office/high net worth family owners
- Funds of funds
- General partnerships and their principals
- Health and welfare funds
- Hedge funds
- Institutional investors
- Management companies
- Pension funds
- Private equity firms and funds
- Real estate investment funds and holding companies
- Real estate investment trusts (REITs)
- Registered investment advisors (RIAs)
- Securities exchanges
- Venture capital firms
Insurance sector
- Health plans
- InsurTechs
- Life insurance
- Medical/professional liability
- Mutual insurance companies
- Property and casualty insurance
- Reinsurance
- State insurance regulators
- Insurance agencies and brokers
Explore our services for fintechs
Baker Tilly is dedicated to supporting your fintech throughout its entire life cycle, from startup to maturity. Explore our tailored services designed to meet your fintech's specific needs and help you navigate industry challenges. Our team can assist your company with comprehensive audits, financial reporting, platform development, regulatory compliance and tax strategy optimization.
Outsourcing for Asset Management
Empower your business with Baker Tilly’s tailored financial and operational support for registered investment advisers (RIAs) encompassing fund administration services, accounting, tax, valuation, HR administration and AML compliance. With our versatile team leading the way, you can focus on driving financial growth, operational efficiencies and streamlining back-office functions.
