Industry experience that drives success
Today’s complex financial services landscape requires the ability to adapt to shifting market conditions and new opportunities.
Financial services underpin every industry. As digitalization increases and clients raise their expectations, financial services organizations can meet the moment. Whether in asset management, banking, fintech or insurance, a cohesive digital strategy is the key to enabling innovation and supporting client success. Executing that strategy in a highly regulated industry raises unique challenges but doing it well can deliver a competitive advantage.
BDO’s dedicated Financial Services teams understand the issues facing each industry. Our professionals bring years of practical experience to help clients transform their businesses efficiently and effectively as they look to scale.
With a comprehensive portfolio of accounting, assurance, tax, advisory and digital transformation services, we assist financial services organizations in tailoring their business to promote growth and provide a best-in-class customer experience. From financial services accounting to regulatory compliance and from risk management to dealmaking and data analytics, we enable strategic innovations that move financial services forward.
Who We Serve
We work with companies across a variety of segments and sizes, including Asset Management, Financial Institutions & Specialty Finance, Fintech and Insurance.

Asset Management
Our Asset Management practice assists a variety of different segments, including hedge funds, private equity firms, venture capital firms, regulated funds, SBIC funds and business development companies. Our services include fund audit and tax compliance as well as strategic advisory services and digital transformation.

Financial Institutions & Specialty Finance
Our Financial Institutions & Specialty Finance group provides bespoke services to banks, financial institutions and non-bank lenders for a variety of needs, including improving a company’s cybersecurity posture, preparing for a transaction and complying with shifting regulations.

Fintech
Our Fintech industry professionals can offer guidance to a range of fintech companies, from venture-backed startups to established organizations looking to IPO. Our advisory services include helping companies navigate all stages of the dealmaking lifecycle, contend with market volatility and strengthen digital strategy.

Insurance
Our Insurance practice works across four segments: health insurance, life insurance, property and casualty insurance and reinsurance. Our experienced professionals have deep knowledge of each sector and can offer tailored guidance as it relates to market conditions impacting liabilities, pricing and investment portfolios.
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Contact Us
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The people you count on.
At BDO, our purpose is to be the people you count on to grow with confidence and achieve what matters most. That commitment starts with our clients and extends to our people, future professionals, and the communities where we live and work. Guided by our values and a culture of collaboration, we bring together deep industry experience, talented team members, and a shared focus on client success to help organizations move forward with confidence.