Financial Services SOC 2 Auditors

SOC 2 audit firms with hands-on financial services experience. These auditors know the controls and regulations that matter most in your industry.

200 firms found.

Top Financial Services Auditors

Firms with deep financial services expertise and experience.

DCYBR

Verified

Lewisville, TX

DCYBR is a SOC 2 readiness and compliance execution firm serving the Dallas-Fort Worth metro, purpose-built for B2B SaaS startups with 10 to 100 employees. They handle the hands-on work of gap assessment, control design, policy development, evidence workflows, and compliance platform configuration so engineering teams spend less than five hours per week on compliance. They specialize in resolving 'failed tests' and complex evidence mapping for startups already using Vanta, Drata, or Secureframe. DCYBR offers fixed-fee packages for Type 1, Type 2, and hybrid engagements, typically getting companies audit-ready within 45 days. They are not a CPA firm and do not issue SOC 2 reports; instead, they prepare organizations and coordinate with external auditors for attestation.

Securis360

Verified

Pittsburgh, PA

Securis360 is a cybersecurity and compliance consulting firm offering SOC 2 readiness, cloud security testing, penetration testing, and staff augmentation services. Founded by former Big Four professionals, the firm takes a three-phase approach to SOC 2 (readiness assessment, remediation, attestation support) covering all five Trust Services Criteria. Securis360 also provides cloud security assessments across AWS, Azure, and GCP, along with penetration testing as a service (PTaaS) and compliance support for ISO 27001, HIPAA, HITRUST-CSF, and GDPR. They are not a CPA firm and do not issue SOC 2 attestation reports directly.

Crowe

Chicago, IL

Crowe is a global accounting firm delivering tailored, risk-based SOC 2 audits using proprietary data analytics and AI tools to speed up evidence collection and testing for high-assurance attestations.

Auditwerx

Tampa, FL

Auditwerx is a CRI (Carr, Riggs & Ingram) division dedicated exclusively to SOC reporting and compliance attestation. Founded in 2009, they have produced over 3,500 security compliance reports and 200+ reports annually. They specialize in SOC 1, SOC 2, SOC 2+, PCI DSS, and CMMC assessments.

All Financial Services SOC 2 Auditors

BDO UK

London, England

BDO UK is a major accountancy and business advisory firm offering SOC 1, SOC 2, and ISAE 3402 assurance services from London. As part of the BDO global network spanning 160+ countries, they serve technology and financial services organisations requiring international attestation.

Type IType IISaaSTechnologyFinancial Services

AARC-360

Atlanta, GA

AARC-360 is a PCAOB-registered CPA firm headquartered in Atlanta that provides assurance, advisory, risk, and compliance services. The firm specializes in SOC 1, SOC 2, and SOC 3 reporting alongside IT risk advisory and cybersecurity assessment services.

Type IType IISaaSTechnologyFinancial Services

Carr, Riggs & Ingram UK

London, England

Carr, Riggs & Ingram UK is the United Kingdom practice of the U.S.-based CRI CPA firm, offering SOC 2 examinations and IT assurance services for technology companies operating in the UK market.

Type IType IISaaSTechnologyFinancial Services

SingerLewak

Los Angeles, CA

SingerLewak is a West Coast CPA firm with over 60 years of experience, offering SOC 1 and SOC 2 auditing through its IT Assurance and Advisory practice.

Type IType IISaaSTechnologyFinancial Services

Dannible & McKee

Syracuse, NY

Dannible & McKee is a Central New York CPA firm providing SOC 2 examinations, IT audit, and assurance services for technology and financial services organizations.

Type IType IISaaSTechnologyFinancial Services

HI-TEX Solutions

San Antonio, TX

HI-TEX Solutions is a White Glove IT Managed Services Provider and AWS Consulting Partner founded in 1999, offering compliance assessments across SOC 2, HIPAA, HITRUST, PCI, NIST, and FedRAMP frameworks for healthcare, financial, legal, and government sectors.

HealthcareFinancial ServicesGovernment

KirkpatrickPrice

Nashville, TN

KirkpatrickPrice is a licensed CPA firm and PCAOB-registered auditor that has issued over 20,000 security compliance reports to more than 2,000 clients worldwide since its founding. They specialize exclusively in cybersecurity audits including SOC 1, SOC 2, PCI DSS, HITRUST CSF, and ISO 27001.

Type IType IISaaSTechnologyFinancial Services

EisnerAmper

New York, NY

EisnerAmper is a major U.S. CPA and advisory firm with 440+ partners and 4,500+ professionals. Their Assurance Technology and Control Services Group performs dozens of SOC examinations annually. Notably, an EisnerAmper partner chairs the AICPA SOC 2 Working Group.

Type IType IISaaSTechnologyFinancial Services

Securance

Utrecht, Utrecht

Securance is a Netherlands-based assurance firm founded in 2004 with roots in Big Four, serving 800+ customers across the Netherlands, Germany, Sweden, and UK. They offer a 'Single Audit, Multiple Standards' approach covering SOC 1, SOC 2, ISAE 3402, ISO 27001, NIS2, and DORA.

Type IType IISaaSTechnologyFinancial Services

Elliott Davis

Greenville, SC

Elliott Davis is a Top 40 U.S. CPA and advisory firm providing SOC 2 examinations, IT risk advisory, and cybersecurity assessment services for technology, financial services, and healthcare organizations across the Southeast.

Type IType IISaaSTechnologyFinancial Services

Percilchofe CPA

New Delhi, Delhi

Percilchofe CPA LLC is a licensed CPA firm and AICPA member with 15+ years of expertise in audit, assurance, and compliance. The India-headquartered firm (Percilchofe Pvt. Ltd.) has a US entity registered in Sheridan, WY, and specializes in SOC 1, SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, HITRUST, FedRAMP, and CMMC.

Type IType IISaaSTechnologyFinancial Services

Bulletproof

Stevenage, Hertfordshire

Bulletproof is a UK-based cybersecurity and compliance firm providing end-to-end SOC 2 compliance services, from readiness assessment through AICPA audit and report issuance. The firm holds CREST accreditation and partners with experienced CPA auditors to deliver Type I and Type II reports.

Type IType IISaaSTechnologyFinancial Services

PBMares

Norfolk, VA

PBMares is a CPA firm and approved Qualified Security Assessor (QSA) providing SOC 1, SOC 2, and SOC 3 examinations. Their SOC team combines licensed CPAs with cybersecurity professionals for dual compliance and technical expertise.

Type IType IISaaSTechnologyFinancial Services

Deloitte

New York, NY

Deloitte is one of the Big Four accounting firms with a massive security and risk management practice, serving as a go-to for complex, global SOC 2 audits for the largest enterprises.

Type IType IISaaSTechnologyFinancial Services

Linford & Company

Denver, CO

Linford & Company is a Denver-based CPA firm comprised of former Big Four auditors specializing in SOC 2, HIPAA, FedRAMP, and HITRUST assessments. 90% of their work consists of SOC 2 audits.

Type IType IISaaSTechnologyFinancial Services

Clark Nuber

Bellevue, WA

Clark Nuber PS is the largest locally-owned CPA firm in the Pacific Northwest with 300+ professionals and a Certified B Corporation. Their Technology Group serves SaaS, blockchain, AI, and AR/VR companies, providing SOC 1 and SOC 2 reports on controls, with experience including Microsoft SSPA attestations.

Type IType IISaaSTechnologyFinancial Services

Haynes & Company

Dallas, TX

Haynes & Company is a Texas-based CPA firm providing SOC 2 examinations, IT audit, and assurance services for technology and financial services organizations.

Type IType IITechnologyFinancial Services

Rivial Security

Oklahoma City, OK

Rivial Security is a cybersecurity advisory firm providing SOC 2 readiness consulting, risk assessments, vCISO services, and compliance program development for financial services and technology organizations.

SaaSTechnologyFinancial Services

GuidePoint Security

Herndon, VA

GuidePoint Security is a cybersecurity solutions firm providing SOC 2 readiness assessments, compliance advisory, and security consulting services for mid-market and enterprise organizations.

SaaSTechnologyFinancial Services

Tevora

Irvine, CA

Tevora is a cybersecurity and compliance advisory firm providing SOC 2 readiness, PCI DSS, HITRUST, and ISO 27001 consulting services to help organizations prepare for and navigate compliance audits.

SaaSTechnologyFinancial Services

SecureLeap

Porto

SecureLeap is a cybersecurity and compliance consulting firm that helps startups achieve SOC 2, ISO 27001, and HIPAA certification. The firm provides end-to-end readiness support including gap analysis, policy creation, audit facilitation, penetration testing, and virtual CISO services. SecureLeap partners with Drata, Vanta, and Secureframe, offering platform implementation and configuration support.

SaaSTechnologyFinancial Services

Protiviti

Menlo Park, CA

Protiviti is a global consulting firm and Robert Half subsidiary that provides SOC 2 readiness assessments, gap remediation, and internal audit support. With over 85 offices worldwide, they serve mid-market and enterprise organizations navigating complex compliance requirements.

SaaSTechnologyFinancial Services

Maxwell Locke & Ritter

Austin, TX

Maxwell Locke & Ritter (ML&R) is the largest locally-owned CPA firm in Central Texas, founded in 1991 with 140 team members. They perform SOC readiness assessments and SOC 2 examinations for SaaS, FinTech, HealthTech, EdTech, and AI companies, and are recognized as Accounting Today's #1 Best Mid-sized Accounting Firm to Work For.

Type IType IISaaSTechnologyFinancial Services

Schellman

Tampa, FL

Schellman is a leading compliance assessment firm focused exclusively on attestation and cybersecurity services, including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI DSS.

Type IType IISaaSTechnologyFinancial Services

GRSee Consulting

Rehovot, Central District

GRSee Consulting, founded in 2009, is an Israel-based cybersecurity and compliance firm with offices in NYC and San Francisco. GRSee provides SOC 2, ISO 27001, PCI DSS, HIPAA compliance services and penetration testing, and is a confirmed Secureframe audit partner.

Type IType IISaaSTechnologyFinancial Services

Wipfli

Milwaukee, WI

Wipfli LLP is a licensed independent CPA firm operating in an alternative practice structure per AICPA standards. They offer SOC 1, SOC 2, SOC for Cybersecurity, and SOC for Supply Chain examinations. Their IT audit team includes SOC, HITRUST, digital forensics, and AI security specialists, including a noted practice for AI company compliance.

Type IType IISaaSTechnologyFinancial Services

Control Logics

Tampa, FL

Control Logics, founded in 2008, provides risk management and audit consulting for 250+ organizations across North America, Europe, and Asia, covering SOX, SOC readiness, ISO certifications, and privacy compliance.

SaaSTechnologyFinancial Services

OCD Tech

Boston, MA

OCD Tech is an IT audit and cybersecurity consulting firm providing SOC 2 readiness assessments, SOC 2 certification services, penetration testing, and vCISO support for regulated industries in the Northeast US.

SaaSTechnologyFinancial Services

Postlethwaite & Netterville (P&N)

Baton Rouge, LA

Postlethwaite & Netterville is a regional CPA firm in the Gulf South providing SOC 1 and SOC 2 examinations, IT risk advisory, and internal audit services for government, healthcare, and financial services organizations.

Type IType IITechnologyFinancial ServicesHealthcare

CITSAP

Houston, TX

CITSAP (Certified IT Security Assurance Professionals) is a next-generation cybersecurity company that partners with Thoropass and DuploCloud to offer a SOC 2 and HITRUST compliance accelerator program for early-stage startups.

SaaSTechnologyFinancial Services

Netragard

New York, NY

Netragard is a cybersecurity services firm providing SOC 2 readiness consulting, penetration testing, vulnerability assessments, and compliance advisory for technology and financial services organizations.

SaaSTechnologyFinancial Services

TrustNet

Atlanta, GA

TrustNet is a cybersecurity and compliance services firm with two decades of experience helping businesses achieve SOC 1, SOC 2, and SOC 3 compliance. The firm provides readiness assessments, gap analysis, remediation support, and compliance automation through its SOC Accelerator+ approach, coordinating with CPA firms for final attestation.

SaaSTechnologyFinancial Services

AAFCPAs

Westborough, MA

AAFCPAs is a Top 100 US CPA firm delivering SOC 2 audits led by seasoned professionals with Certified Ethical Hackers embedded in every engagement. Their leadership is involved in AICPA SOC and cybersecurity standards development.

Type IType IISaaSTechnologyFinancial Services

RubinBrown

St. Louis, MO

RubinBrown LLP is a Top 35 national CPA firm and INSIDE Public Accounting Top 500 firm (#33). Their Information Technology Risk Services practice provides SOC 1, SOC 2, and SOC for Cybersecurity examinations with an 'audit once, report many' approach. They also offer an AI Health Check based on NIST AI RMF.

Type IType IISaaSTechnologyFinancial Services

LBMC

Nashville, TN

LBMC is Tennessee's #1 professional services firm with 1,000+ team members serving 11,000+ clients nationwide. Their SOC audit practice is led by professionals who have issued thousands of SOC reports, including a national AICPA SOC training leader. They offer SOC 1, SOC 2, SOC 3, and SOC for Cybersecurity.

Type IType IISaaSTechnologyFinancial Services

Glocert International

London, England

Glocert International Certifications (UK) Limited is an IAS-accredited global certification body providing accredited certification for ISO 27001, ISO 42001, ISO 9001, ISO 22301, ISO 27701, ISO 20000-1, ISO 14001, and more. Incorporated in the UK in 2020, with offices in Dubai, Coimbatore (India), Colombo (Sri Lanka), and Newark (USA).

SaaSTechnologyFinancial Services

Novogradac

San Francisco, CA

Novogradac is a national CPA and advisory firm providing SOC 2 examinations, IT audit, and assurance services alongside its specialty practices in tax credits and community development.

Type IType IITechnologyFinancial Services

Prescient Assurance

Vancouver, BC

Prescient Assurance (formerly Prescient Security) is a globally recognized leader in multi-framework compliance auditing, security assessments, and penetration testing, with senior auditors across the U.S., EMEA, and APAC supporting 25+ compliance frameworks for 5,000+ clients.

Type IType IISaaSTechnologyFinancial Services

Mazars Australia

Sydney, NSW

Mazars Australia is the Australian practice of the global Mazars network, providing SOC 2 examinations, IT audit, and cybersecurity assurance services for technology and financial services organizations in the Asia-Pacific region.

Type IType IISaaSTechnologyFinancial Services

PwC

New York, NY

PwC (PricewaterhouseCoopers) is a Big Four accounting firm known for a strong risk assurance practice, popular with large tech and financial services companies for SOC 2 and related compliance audits.

Type IType IISaaSTechnologyFinancial Services

Doeren Mayhew

Troy, MI

Doeren Mayhew is a Michigan-based Top 100 CPA and advisory firm providing SOC 2 examinations, IT risk advisory, and cybersecurity assessment services for technology and financial services organizations.

Type IType IISaaSTechnologyFinancial Services

PCR Business Systems

Akron, OH

PCR Business Systems is an IT consulting firm offering SOC 2 readiness and compliance consulting services. They are themselves SOC 2 Type II certified, demonstrating firsthand expertise in implementing and maintaining the controls required for successful audits.

SaaSTechnologyFinancial Services

Calvetti Ferguson

Houston, TX

Calvetti Ferguson is a Texas-based CPA firm with a specialized cybersecurity and IT advisory practice providing SOC 2 examinations, IT governance assessments, and security program evaluations for healthcare and technology organizations.

Type IType IISaaSTechnologyFinancial Services

iBiz Controls Consulting

iBiz Controls Consulting is a U.S.-based information security compliance advisory firm offering SOC 2 readiness, gap assessment, internal audit, policy development, and staff augmentation services. The firm supports both SOC 2 Trust Services Principles and ISO 27001 compliance programs for organizations of all sizes.

SaaSTechnologyFinancial Services

Assurance Dimensions

Tampa, FL

Assurance Dimensions is a Florida-based CPA audit firm founded in 2008 with leadership from former Arthur Andersen, Grant Thornton, BDO, and Schellman professionals. Their team includes a former Schellman Florida SOC practice leader. They specialize in SOC examinations for technology and financial services companies.

Type IType IISaaSTechnologyFinancial Services

The Pun Group

Santa Ana, CA

The Pun Group is a Best of Accounting award-winning CPA firm specializing in SOC 1, SOC 2, SOC 3 audits, readiness assessments, and NIST compliance services.

Type IType IISaaSTechnologyFinancial Services

Aronson

Rockville, MD

Aronson is a Washington D.C.-area CPA and advisory firm offering SOC 2 examinations, IT audit, and risk advisory services with deep expertise in government contracting and technology organizations.

Type IType IISaaSTechnologyFinancial Services

Moore Colson

Atlanta, GA

Moore Colson is an Atlanta-based CPA firm established in 1981, providing SOC 1, SOC 2, and SOC 3 audits with over 25 years of SOC experience and a team of 200+ employees serving mid-market businesses and Fortune 500 companies.

Type IType IISaaSTechnologyFinancial Services

Echelon Risk + Cyber

Echelon Risk + Cyber implements, configures, and operationalizes compliance platforms while helping organizations build and sustain security programs aligned to SOC 2, ISO 27001, and ISO 42001.

SaaSTechnologyFinancial Services

RSM US

Chicago, IL

RSM US is a leading CPA and consulting firm delivering end-to-end SOC 2 support from readiness to audit, with an integrated audit-consulting model and deep industry expertise for middle market companies.

Type IType IISaaSTechnologyFinancial Services

Lazarus Alliance

Scottsdale, AZ

Lazarus Alliance is a licensed CPA firm and cybersecurity audit specialist providing SOC 1, SOC 2, and SOC 3 examinations, along with FedRAMP, CMMC, and HIPAA compliance services.

Type IType IISaaSTechnologyFinancial Services

Vertex11

Ashburn, VA

Vertex11 is a cybersecurity consultancy specializing in governance, risk, and compliance (GRC), policy and procedure development, and enterprise cybersecurity solutions with decades of experience across financial services, energy, and telecommunications.

TechnologyFinancial Services

SOC Vantage

Austin, TX

SOC Vantage is a licensed CPA firm offering rapid SOC 2 Type I and Type II audits. They specialize in helping startups and growing SaaS companies achieve compliance quickly with a streamlined, technology-driven audit process.

Type IType IISaaSTechnologyFinancial Services

Bennett Thrasher

Atlanta, GA

Bennett Thrasher is an Atlanta-based Top 100 CPA and advisory firm providing SOC 2 examinations and IT risk advisory services, known for serving high-growth technology companies and real estate organizations in the Southeast.

Type IType IISaaSTechnologyFinancial Services

HLB Mann Judd

Sydney, NSW

HLB Mann Judd is a leading Australian chartered accounting group and member of HLB International, with offices throughout Australia, New Zealand, and Fiji. The firm provides SOC 2 audit services alongside traditional audit, tax, and advisory capabilities, auditing over 120 ASX-listed companies.

Type IType IISaaSTechnologyFinancial Services

Wolf & Company

Boston, MA

Wolf & Company, P.C. is a national CPA and business consulting firm founded in 1911, with over 40 IT audit and security professionals. They offer SOC 1, SOC 2, SOC 3, and SOC for Cybersecurity examinations, holding CISA, CISSP, and CPA credentials across their team.

Type IType IISaaSTechnologyFinancial Services

KSM (Katz, Sapper & Miller)

Indianapolis, IN

KSM (Katz, Sapper & Miller) is one of the largest Indiana-based CPA firms, offering SOC 2 examinations and IT advisory services with a strong technology sector practice serving companies across the Midwest and nationally.

Type IType IISaaSTechnologyFinancial Services

Rea & Associates

New Philadelphia, OH

Rea & Associates is an Ohio-based CPA firm with a growing IT assurance practice providing SOC 2 examinations and cybersecurity risk assessments for mid-market technology and financial services companies throughout the Midwest.

Type IType IITechnologyFinancial Services

CompliancePoint Assurance

Atlanta, GA

CompliancePoint Assurance is a licensed CPA firm dedicated exclusively to SOC 2 audits, led by Carol Amick, a CPA with 20+ years of information security experience. As a CompliancePoint division, they offer blended PCI DSS + SOC 2 and HITRUST + SOC 2 audits, leveraging their status as a PCI QSA and HITRUST-authorized CSF Assessor.

Type IType IISaaSTechnologyFinancial Services

British Assessment Bureau (Amtivo)

Kent, England

British Assessment Bureau (part of Amtivo Group) is one of the UK's most popular UKAS-accredited certification bodies, offering ISO certification services for over 20 years. Amtivo Group has offices in the US, UK, Ireland, Italy, Norway, China, and Japan, serving clients in 40+ countries. Rebranding to Amtivo in 2026.

SaaSTechnologyFinancial Services

Muscatek, Inc.

Bass Harbor, ME

Muscatek, Inc. is an IT consulting firm founded by Ty Muscat Jr. specializing in SOC 2 compliance consulting, cloud services, IT management, and open-source solutions, with over two decades of IT infrastructure experience.

SaaSTechnologyHealthcare

Ferro Technics

Ferro Technics is a Canadian IT consulting and auditing firm certified by accrediting institutes for SOC 2 Type I and II, ISO 27001, HIPAA, and PCI DSS audit services. The firm provides compliance auditing, cybersecurity consulting, and training services to organizations across Canada and the United States.

Type IType IIHealthcareFinancial ServicesTechnology

Prager Metis

New York, NY

Prager Metis is an international CPA firm offering SOC attestation services as part of its Advisory Group. The firm provides audit, tax, consulting, and international services across multiple offices.

Type IType IISaaSTechnologyFinancial Services

Freed Maxick

Buffalo, NY

Freed Maxick is a Western New York CPA and advisory firm providing SOC 2 examinations, IT audit, and cybersecurity consulting services for technology and financial services companies.

Type IType IISaaSTechnologyFinancial Services

Prowise Systems

Prowise Systems is a U.S.-based security compliance consulting firm specializing in SOC 2 readiness and preparation services. The firm conducts mock audits, reviews system changes, and manages SOC 2 compliance posture year-round, partnering with AICPA-accredited audit firms for final attestation.

SaaSTechnologyFinancial Services

Accedere

CO

Accedere is a Colorado-licensed CPA firm and ISO/IEC Certification Body specializing in SOC 1, SOC 2 Type II, and SOC 3 attestation, ISO 27001 audits, and cloud security assessments. Registered with PCAOB and the Cloud Security Alliance as a STAR auditor, the firm brings over 20 years of cybersecurity and privacy compliance experience.

Type IType IISaaSTechnologyFinancial Services

BDO USA

Chicago, IL

BDO is a large accounting and consulting firm that provides SOC 2 audits and other assurance services, offering a strong alternative to the Big Four with a growing technology audit practice.

Type IType IISaaSTechnologyFinancial Services

VISTA InfoSec

Mumbai, Maharashtra

VISTA InfoSec, founded in 2004, is an international information security consulting firm with offices in the US, UK, Singapore, and India. The firm has an independent CPA department for SOC 2, GDPR, HIPAA, and PCI DSS attestation services. Recognized as Deloitte Technology Fast 500 Asia Pacific.

Type IType IISaaSTechnologyFinancial Services

Deloitte India

Mumbai, Maharashtra

Deloitte India provides SOC 2 consulting and audit support as part of the Big Four global network, helping Indian and multinational companies prepare for external reviews and certifications with certified experts in risk management and compliance.

Type IType IISaaSTechnologyFinancial Services

Saltmarsh, Cleaveland & Gund

Pensacola, FL

Saltmarsh, Cleaveland & Gund is a Gulf Coast CPA and advisory firm providing SOC 2 examinations, IT risk advisory, and cybersecurity assessments for financial services, healthcare, and technology organizations.

Type IType IITechnologyFinancial ServicesHealthcare

BeachFleischman

Tucson, AZ

BeachFleischman is a Top 200 US CPA firm headquartered in Arizona, providing SOC 2 readiness assessments, SOC audit services, and cybersecurity consulting across Tucson, Phoenix, and Las Vegas offices.

Type IType IISaaSTechnologyFinancial Services

FinAudit CPA

FinAudit CPA is an AICPA peer-reviewed CPA firm providing SOC 1, SOC 2, and SOC 3 audit and attestation services. The firm has partnered with over 500 clients worldwide, delivering structured compliance reporting across audit, assurance, and advisory engagements.

Type IType IISaaSTechnologyFinancial Services

Frazier & Deeter

Atlanta, GA

Frazier & Deeter, founded in 1981, is a Top 50 U.S. accounting and advisory firm headquartered in Atlanta with offices in the US, UK, and India. Their Process, Risk & Governance practice delivers SOC attestation services and has seen substantial demand growth for SOC 2 engagements.

Type IType IISaaSTechnologyFinancial Services

Compass IT Compliance

North Providence, RI

Compass IT Compliance provides SOC examination, IT audit, and cybersecurity compliance services to organizations across the United States.

Type IType IISaaSTechnologyFinancial Services

CBIZ

Cleveland, OH

CBIZ is a leading provider of financial, insurance, and advisory services including SOC reporting and IT audit through its MHM subsidiary partnership.

Type IType IISaaSTechnologyFinancial Services

Eide Bailly

Fargo, ND

Eide Bailly LLP is a Top 25 national CPA firm with 3,500 employees across 50+ offices in 17 states, having surpassed $750M in revenue in 2025. They offer SOC audits through their Risk Advisory Services practice, with industry expertise spanning healthcare, banking, and government sectors.

Type IType IISaaSTechnologyFinancial Services

eDelta Consulting

eDelta Consulting provides independent SOC 1, SOC 2, and SOC 3 examinations along with readiness assessments, led by former Big 4 professionals with audit, SOC, control, and risk experience across regulated and technically complex sectors.

Type IType IISaaSTechnologyFinancial Services

Boulay Group

Minneapolis, MN

Boulay Group is a Minneapolis-based CPA firm founded in 1934, offering SOC 1, SOC 2, SOC 3, and SOC for Supply Chain reporting services alongside financial advisory services.

Type IType IISaaSTechnologyFinancial Services

TUV Rheinland

Cologne, North Rhine-Westphalia

TUV Rheinland is a global testing, inspection, and certification company founded in 1872 in Cologne, Germany. The firm offers SOC 2 compliance services alongside ISO 27001, ISO 27017, and other security certifications across India, Europe, and globally.

Type IType IISaaSTechnologyFinancial Services

Cohn & Dussi

Waltham, MA

Cohn & Dussi is a Massachusetts-based CPA firm with a dedicated IT attestation and cybersecurity practice providing SOC 2 examinations and IT assurance services for technology and financial services organizations across the Northeast.

Type IType IITechnologyFinancial Services

Carr, Riggs & Ingram

Enterprise, AL

Carr, Riggs & Ingram is a Top 25 U.S. CPA and advisory firm providing SOC 2 examinations, IT audit, cybersecurity assessments, and risk advisory through its national practice. Parent firm of the Auditwerx SOC practice.

Type IType IISaaSTechnologyFinancial Services

SecurePath Solutions

SecurePath Solutions specializes in guiding businesses through complex compliance frameworks including SOC 2, PCI, HITRUST, and FedRAMP, with a team of certified security and compliance professionals.

SaaSTechnologyFinancial Services

Mayer Hoffman McCann (MHM)

Leawood, KS

Mayer Hoffman McCann is a national CPA firm affiliated with the CBIZ business services network, offering SOC 2 examinations, IT audit, and assurance services for mid-market and enterprise clients.

Type IType IISaaSTechnologyFinancial Services

Warren Averett

Birmingham, AL

Warren Averett is one of the largest CPA and advisory firms in the Southeast, providing SOC 2 examinations, IT risk advisory, and cybersecurity assessment services.

Type IType IISaaSTechnologyFinancial Services

Herbein + Company

Reading, PA

Herbein + Company is a Mid-Atlantic CPA and advisory firm providing SOC 2 examinations and IT audit services, with deep expertise in serving technology companies and financial institutions across Pennsylvania and the surrounding region.

Type IType IITechnologyFinancial Services

Illume Intelligence

New Delhi, Delhi

Illume Intelligence is an Indian cybersecurity consulting firm providing SOC 2 assessment services across Delhi, Mumbai, Bangalore, and Chennai. The firm delivers end-to-end SOC 1 and SOC 2 compliance services for technology and financial services organisations.

Type IType IISaaSTechnologyFinancial Services

ITGRC Advisory

London, England

ITGRC Advisory Ltd is a UK-based firm delivering ISAE 3402 and SOC 2 audit services to technology and financial services organisations. Operating from London, they specialise in helping UK and European companies meet AICPA Trust Services Criteria and ISAE 3000/3402 standards.

Type IType IISaaSTechnologyFinancial Services

CyberGuard Advantage

CyberGuard Advantage has provided SOC 2 readiness assessments and compliance consulting since 2011. They help organizations prepare for SOC 2 audits with thorough gap analysis, control implementation guidance, and ongoing compliance monitoring support.

SaaSTechnologyFinancial Services

Runyon Kersteen Ouellette

South Portland, ME

Runyon Kersteen Ouellette is Maine's largest independent CPA firm, providing SOC 2 examinations, IT audit, and assurance services with a focus on financial institutions and technology companies throughout New England.

Type IType IITechnologyFinancial Services

CohnReznick

New York, NY

CohnReznick LLP is a top-20 national CPA firm with 5,000+ global employees and $1.12B in FY25 revenue. Their attest entity is PCAOB-registered and inspected. They offer SOC 1, SOC 2, and SOC 3 audits with professionals holding Advanced SOC for Service Organization Certification and Big Four firm backgrounds.

Type IType IISaaSTechnologyFinancial Services

Schellman (Germany)

Munich, Bavaria

Schellman's German office in Munich provides SOC 2, ISO 27001, and C5 attestation services for European organisations. Schellman is one of the few global compliance firms with a dedicated European presence enabling ISAE 3000/3402 and SOC examinations under both AICPA and international standards.

Type IType IISaaSTechnologyFinancial Services

CyberSapiens

Sydney, NSW

CyberSapiens is an Australian cybersecurity and compliance consulting firm specializing in SOC 2 readiness for SaaS, fintech, and technology companies. The firm provides gap analysis, control implementation, policy development, evidence automation, auditor coordination, and ongoing compliance support. CyberSapiens is a Vanta Gold Partner and Drata Certified Partner with a 95% first-time pass rate across 200+ certified clients.

SaaSTechnologyFinancial Services

Aprio

Atlanta, GA

Aprio, founded in 1952, is a Top 25 U.S. public accounting firm with 1,900+ team members serving clients in 50+ countries. Aprio is one of the few firms offering ISO, SOC reporting, HITRUST, PCI DSS, CMMC, FedRAMP, and WebTrust from a single provider.

Type IType IISaaSTechnologyFinancial Services

Tanner LLC

Salt Lake City, UT

Tanner LLC is Utah's premier independent CPA firm, providing SOC 2 examinations using the AICPA Trust Services Criteria. The firm's IT assurance team has over 15 years of experience helping clients manage information security risks. Tanner was the first Utah-headquartered firm to achieve HITRUST CSF Assessor designation.

Type IType IISaaSTechnologyFinancial Services

Moss Adams

Seattle, WA

Moss Adams, founded in 1913, is one of the 15 largest accounting and consulting firms in the United States. Following its 2025 combination with Baker Tilly, the firm operates as the nation's sixth largest CPA advisory firm with 11,000+ professionals across 100+ locations, offering SOC 2 and SOC 3 audit services.

Type IType IISaaSTechnologyFinancial Services

Armanino

San Ramon, CA

Armanino is a Top 20 U.S. CPA and consulting firm founded in 1953 with approximately 3,000 employees across 5 continents. Armanino CPA LLP is a licensed independent CPA firm offering SOC reporting and compliance services including SOC 1 and SOC 2 Type I and Type II reports.

Type IType IISaaSTechnologyFinancial Services

Compliance Insight

Charlotte, NC

Compliance Insight is a cybersecurity and compliance consulting firm providing SOC 2 readiness assessments, gap analyses, and compliance program management for technology and financial services organizations.

SaaSTechnologyFinancial Services

Weaver

Houston, TX

Weaver is a Top-35 US CPA firm headquartered in Texas offering SOC 1 and SOC 2 Type I and Type II examinations. Their IT advisory team is led by professionals including Neha Patel (CISA, CDPSE), a former AICPA national SOC School trainer named to Forbes' 2025 Best-in-State CPAs.

Type IType IISaaSTechnologyFinancial Services

Cycore Secure

Miami, FL

Cycore Secure is an AI-powered cybersecurity services firm offering managed compliance (SOC 2, ISO 27001, HIPAA, GDPR, HITRUST), virtual CISO services, and cyber risk assessments for organizations seeking to build resilient security programs.

SaaSTechnologyHealthcare

Grassi

Jericho, NY

Grassi is a Top 100 U.S. CPA and advisory firm providing SOC 2 attestation, cybersecurity assessments, and IT risk advisory for technology and financial services organizations.

Type IType IISaaSTechnologyFinancial Services

Accorp Partners

CA

Accorp Partners is a California-registered CPA firm and AICPA peer-reviewed SOC auditor, providing SOC 1, SOC 2, ISO 27001, HIPAA, and PCI-DSS compliance services to over 500 global organizations.

Type IType IISaaSTechnologyFinancial Services

Smith + Howard

Atlanta, GA

Smith + Howard is a CPA and advisory firm providing SOC reporting, IT audit, and risk advisory services with a focus on middle-market companies.

Type IType IISaaSTechnologyFinancial Services

CyberVantage 360

CyberVantage 360 is a compliance consulting firm that has helped over 1,000 clients across 50+ countries achieve SOC 2, ISO 27001, and PCI DSS certifications. They provide end-to-end readiness services from gap analysis through audit support.

SaaSTechnologyFinancial Services

Ericksen Krentel

New Orleans, LA

Ericksen Krentel is a New Orleans-based CPA and advisory firm offering SOC 2 examinations and IT assurance services, with strong expertise in public sector auditing and financial services organizations across Louisiana and the Gulf Coast.

Type IType IITechnologyFinancial Services

Barnes Dennig

Cincinnati, OH

Barnes Dennig is a Cincinnati-based CPA firm with a dedicated SOC reporting team offering SOC 1, SOC 2, SOC 3, and readiness assessments. Their SOC Reporting practice leader is a designated SOC specialist for the AICPA.

Type IType IISaaSTechnologyFinancial Services

Baker Tilly

Chicago, IL

Baker Tilly is a Global CPA and advisory firm with dedicated AICPA SOC specialists performing hundreds of SOC 2 engagements annually across a wide variety of industries.

Type IType IISaaSTechnologyFinancial Services

KLR (Kahn Litwin Renza)

Providence, RI

KLR (Kahn Litwin Renza) is a Top 100 U.S. CPA firm founded in 1975 with 350+ professionals. The firm provides SOC 2 audit services and is a confirmed Secureframe audit partner, with an international office in Lausanne, Switzerland.

Type IType IISaaSTechnologyFinancial Services

NDNB Accountants

Clearwater, FL

NDNB Accountants & Consultants has been a national provider of SOC compliance and assessment services since 2006. The firm specialises in SOC 1, SOC 2, HIPAA, GLBA, and PCI DSS audits, efficiently combining overlapping operational and security controls across frameworks.

Type IType IISaaSTechnologyFinancial Services

Richey May

Englewood, CO

Richey May provides attest services through Richey, May & Co., LLP, an AICPA-member CPA firm that undergoes triennial Peer Review and has received the highest attainable results. They specialize in SOC 1 and SOC 2 reports for alternative investment, mortgage banking, and technology firms, with Drata partnership for streamlined evidence collection.

Type IType IISaaSTechnologyFinancial Services

Mauldin & Jenkins

Atlanta, GA

Mauldin & Jenkins is a regional CPA and advisory firm offering SOC examinations, IT audit, and cybersecurity compliance services across the Southeast.

Type IType IIFinancial ServicesHealthcareGovernment

Grant Thornton

Chicago, IL

Grant Thornton is a global audit and advisory firm offering end-to-end SOC 2 solutions, combining audit expertise with technology to deliver efficient readiness assessments and high-quality attestation reports.

Type IType IISaaSTechnologyFinancial Services

RSI Security

San Diego, CA

RSI Security provides end-to-end SOC 2 readiness consulting, from gap analysis and control implementation to auditor selection, evidence gathering, and ongoing compliance maintenance.

SaaSTechnologyFinancial Services

Cybersecurity Expert on Tap

Walton-on-Thames

Cybersecurity Expert on Tap provides virtual CISO and fractional CISO services, helping startups and SMBs navigate SOC 2 compliance with experience across finance, insurance, and crypto sectors.

SaaSTechnologyFinancial Services

Rehmann

Troy, MI

Rehmann is a Michigan-headquartered CPA and advisory firm with a dedicated technology consulting practice offering SOC 2 examinations, IT risk assessments, and cybersecurity advisory services across the Midwest.

Type IType IISaaSTechnologyFinancial Services

Johanson Group

Colorado Springs, CO

Johanson Group is a Colorado-based CPA firm specializing in SOC 1, SOC 2, SOC 3, ISO 27001, and HIPAA audits with a three-step process and reports delivered within four to six weeks.

Type IType IISaaSTechnologyFinancial Services

Coalfire

Westminster, CO

Coalfire is a leading cybersecurity advisory firm founded in 2001, completing 3,000+ assessments annually through Coalfire Controls, its fully licensed CPA affiliate. With 20+ years of SOC assessment experience and offices in the US and UK, Coalfire partners with Vanta to deliver AI-powered compliance acceleration.

Type IType IISaaSTechnologyFinancial Services

HoganTaylor

Tulsa, OK

HoganTaylor is one of the largest business advisory and CPA firms in Oklahoma and Arkansas with 350+ personnel. Their Risk Assurance team specializes in SOC reports, HITRUST validated assessments, and CMMC certification for small to medium-sized companies across the US, delivering highly customized SOC audits.

Type IType IISaaSTechnologyFinancial Services

ISECURION

Bangalore, Karnataka

ISECURION is a Bangalore-based cybersecurity firm providing SOC 2 Type I and Type II compliance audit services. The firm specialises in SOC 2 certification for Indian and global SaaS companies, with additional capabilities in ISO 27001, PCI DSS, and HIPAA compliance.

Type IType IISaaSTechnologyFinancial Services

BSI Group

London, England

BSI (British Standards Institution) is an international standards and certification body headquartered in London, offering SOC 2 compliance services alongside ISO 27001, ISO 27017, and other information security certifications globally.

Type IType IISaaSTechnologyFinancial Services

Cherry Bekaert

Atlanta, GA

Cherry Bekaert is a national CPA and advisory firm with 3,000+ professionals and 75+ years of experience. They offer SOC 1, SOC 2, SOC 2+, SOC 3, and SOC for Cybersecurity, and are an authorized CMMC C3PAO. Their Risk & Cybersecurity team has 30+ years of SOC and information assurance experience across all industries.

Type IType IISaaSTechnologyFinancial Services

Kratikal

Noida, Uttar Pradesh

Kratikal is an Indian cybersecurity firm offering SOC 2 compliance services with auditors well-versed in international IT frameworks. They deliver optimised solutions for SOC 2, ISO 27001, PCI DSS, HIPAA, and GDPR tailored to each organisation's needs.

Type IType IISaaSTechnologyFinancial Services

BerryDunn

Portland, ME

BerryDunn is the largest assurance, tax, and consulting firm headquartered in New England with nearly 1,000 employees across 7 states and Puerto Rico. Their attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. They have successfully guided MSPs and technology firms through SOC 2 examinations to meet enterprise vendor requirements.

Type IType IISaaSTechnologyHealthcare

CyberSaint

Boston, MA

CyberSaint provides integrated risk management and compliance solutions including SOC 2 readiness assessments, control mapping, and risk quantification services for technology and financial services organizations.

SaaSTechnologyFinancial Services

Cognisys

Leeds

Cognisys is Vanta's top-ranked global service partner, helping companies achieve SOC 2 audit readiness in as little as four weeks. Based in the UK, they combine penetration testing expertise with compliance consulting to prepare organizations for successful SOC 2 audits.

SaaSTechnologyFinancial Services

Citrin Cooperman

New York, NY

Citrin Cooperman is the 19th largest US CPA firm, with licensed attest services through Citrin Cooperman & Company, LLP. They operate a dedicated IT Audit Services practice. In 2025, Blackstone acquired a majority stake, valuing the firm at $2 billion, enabling continued investment in technology and talent.

Type IType IISaaSTechnologyFinancial Services

PKF O'Connor Davies

New York, NY

PKF O'Connor Davies is a top-20 U.S. accounting and advisory firm offering SOC 1, SOC 2, and SOC 3 examinations alongside a full range of assurance, tax, and consulting services.

Type IType IISaaSTechnologyFinancial Services

Avertium

Phoenix, AZ

Avertium is a cybersecurity services company providing SOC 2 readiness assessments, governance risk and compliance consulting, managed security services, and incident response for mid-market and enterprise organizations.

SaaSTechnologyFinancial Services

IT Governance USA

New York, NY

IT Governance USA is a global cybersecurity and compliance advisory firm providing SOC 2 readiness consulting, gap assessments, ISO 27001 implementation, and data privacy compliance services.

SaaSTechnologyFinancial Services

Coral eSecure

Arlington, VA

Coral eSecure provides SOC 2 implementation and readiness consulting with over 150 implementations since 2014. Services include gap analysis, control design, documentation of policies and procedures, and audit facilitation.

SaaSTechnologyFinancial Services

BPM

San Jose, CA

BPM is the largest California-based accounting and advisory firm, providing SOC 1, SOC 2, and SOC 3 examinations through its IT Assurance practice. Their team holds CPA and CISA credentials.

Type IType IISaaSTechnologyFinancial Services

360 Advanced

St. Petersburg, FL

360 Advanced provides cybersecurity assessments, risk management, and SOC 2 audit services for organizations in healthcare, finance, and government sectors requiring cybersecurity and compliance measures.

Type IType IISaaSTechnologyFinancial Services

Risk3Sixty

Atlanta, GA

Risk3Sixty is a cybersecurity and compliance advisory firm offering SOC 2 readiness assessments, gap analyses, policy development, and vCISO services for growing technology companies.

SaaSTechnologyFinancial Services

ACOINFO

Guatemala City

ACOINFO is a cybersecurity agency with over 25 years of experience providing guidance and support to organizations to ensure their technology infrastructure is secure and compliant with industry standards.

TechnologyFinancial Services

Anders CPAs + Advisors

St. Louis, MO

Anders CPAs + Advisors is a St. Louis-based CPA firm founded in 1965, providing SOC 1, SOC 2, SOC 2+, and SOC for Cybersecurity audit and advisory services. Their team determines the ideal SOC report type for clients' contractual and regulatory needs. Anders Technology also offers managed IT and vCISO services.

Type IType IISaaSTechnologyFinancial Services

Henderson Loggie

Dundee, Scotland

Henderson Loggie is a Scottish chartered accountancy firm providing SOC, SOX, and ISAE 3402 compliance services for UK and European technology organisations. The firm publishes practical compliance guides helping organisations understand SOC 2 and ISAE requirements.

Type IType IISaaSTechnologyFinancial Services

McKonly & Asbury

Camp Hill, PA

McKonly & Asbury is a Central Pennsylvania CPA firm providing SOC 1, SOC 2, SOC 3, and SOC for Cybersecurity reporting, along with IT audit, penetration testing, and vCISO support for regulated industries.

Type IType IISaaSTechnologyFinancial Services

SC&H Group

Sparks, MD

SC&H Group is a Maryland-based CPA and consulting firm offering SOC 2 examinations, IT risk advisory, and cybersecurity services for mid-market and enterprise technology and healthcare organizations.

Type IType IISaaSTechnologyFinancial Services

EY

New York, NY

EY (Ernst & Young) is a Big Four accounting firm offering technology risk assurance services including SOC 2 audits, frequently working with large enterprises across multiple industries.

Type IType IISaaSTechnologyFinancial Services

INTERCERT

The Woodlands, TX

INTERCERT Inc. is a multinational auditing company operating in 28+ countries, accredited by SCC (Canada) and UAF (United States) under IAF for ISO certification, and a registered CPA firm for SOC 2/SOC 1 services. INTERCERT and Sprinto have delivered 500+ successful audits together.

Type IType IISaaSTechnologyFinancial Services

Forvis Mazars UK

London, England

Forvis Mazars UK is a leading audit, taxation, and advisory firm with 1,500+ professionals in London. Their Technology and Systems Assurance team delivers SOC 1, SOC 2, and ISAE 3402 assurance reports for financial services and technology organisations globally.

Type IType IISaaSTechnologyFinancial Services

Marcum

New York, NY

Marcum LLP is a top-15 national CPA and advisory firm serving private and public companies. Their Risk Advisory practice specializes in SOC reporting, PCI DSS, HIPAA/HITRUST, FISMA, NIST, and ISO 27001, with staff holding CISA, CISSP, QSA, GPEN, and GWAPT certifications.

Type IType IISaaSTechnologyFinancial Services

Kaufman Rossin

Miami, FL

Kaufman Rossin is a Top 100 CPA and advisory firm in South Florida providing SOC 2 examinations, cybersecurity assessments, and IT risk advisory services for technology and financial services organizations.

Type IType IISaaSTechnologyFinancial Services

PwC India

Mumbai, Maharashtra

PwC India provides SOC 2 Type 2 compliance services, checking governance and internal controls to prepare companies for audits. Particularly useful for companies doing business across multiple countries, leveraging PwC's global network of 364,000+ professionals.

Type IType IISaaSTechnologyFinancial Services

Romano Security Consulting

Cheshire

Romano Security Consulting is a UK-based boutique information security consultancy with over 20 years of experience, offering SOC 2 readiness assessments, gap analysis, risk assessments, and control implementation support.

SaaSTechnologyFinancial Services

Sikich

Chicago, IL

Sikich is one of the largest US CPA firms with 2,000+ professionals across North America, EMEA, and APAC. Sikich CPA LLC, the licensed attest entity, provides SOC 2 audit services, while the broader firm offers cybersecurity, ERP/CRM, managed IT, and advisory services.

Type IType IISaaSTechnologyFinancial Services

Holbrook & Manter

Columbus, OH

Holbrook & Manter is an Ohio CPA firm established in 1919, offering SOC audit reporting services through a dedicated team of risk analysis experts and SOC/SOX service providers.

Type IType IISaaSTechnologyFinancial Services

Cyber Forte

Melbourne, VIC

Cyber Forte is a Melbourne-based cybersecurity firm specializing in SOC 2 compliance readiness for Australian and New Zealand businesses. The firm provides end-to-end guidance from risk assessment through control implementation and audit preparation, with a team bringing 25+ years of experience working with ASX 50 and global companies.

SaaSTechnologyFinancial Services

RS Assurance & Advisory

New York, NY

RS Assurance & Advisory is a licensed CPA firm providing SOC 1, SOC 2, and SOC 3 attestation services. Their team includes former Big Four auditors who bring deep expertise in IT compliance and risk management to organizations of all sizes.

Type IType IISaaSTechnologyFinancial Services

Councilor, Buchanan & Mitchell (CBM)

Bethesda, MD

Councilor, Buchanan & Mitchell (CBM) is a full-service CPA firm serving the Washington, DC metropolitan area since 1921. The firm provides SOC 1 and SOC 2 audit services across the Mid-Atlantic region, helping organizations demonstrate the effectiveness of their internal controls and data security practices.

Type IType IITechnologyFinancial ServicesGovernment

Forvis Mazars US

Kansas City, MO

Forvis Mazars US, formed by the 2022 merger of BKD and Dixon Hughes Goodman, is among the largest U.S. public accounting firms with 7,000+ team members. As part of the Forvis Mazars Global network, they deliver assurance, tax, and consulting services across all 50 states and internationally.

Type IType IISaaSTechnologyFinancial Services

CLA (CliftonLarsonAllen)

Minneapolis, MN

CLA (CliftonLarsonAllen) is one of the largest US CPA and business advisory firms with 8,500+ professionals across nearly 130 US locations. They provide SOC 2 audit services with industry-focused expertise spanning technology, government, healthcare, and nonprofit sectors. CLA Global was co-founded in 2022.

Type IType IISaaSTechnologyFinancial Services

Audit Peak

New York, NY

Audit Peak is a minority-owned CPA firm specializing in IT audits, cybersecurity, and risk advisory services. Founded by former PwC, EY, and KPMG professionals, the firm delivers Big 4-level audit expertise with boutique agility. AICPA Peer Review rated 'Pass' (highest rating).

Type IType IISaaSTechnologyFinancial Services

Truvo Cyber

Truvo Cyber is a Canadian cybersecurity professional services firm that builds SOC 2, ISO 27001, and CMMC compliance programs for B2B SaaS and fintech companies. Their 8-week SOC 2 Accelerator program includes gap assessment, control design, policy development, evidence workflows, and CPA firm coordination. The firm manages Vanta and Drata platforms day-to-day as a fractional security team.

SaaSTechnologyFinancial Services

Whittlesey

Hartford, CT

Whittlesey is a Connecticut-based CPA and advisory firm offering SOC 2 examinations and IT risk advisory services, with particular expertise serving manufacturing, technology, and nonprofit organizations across New England.

Type IType IISaaSTechnologyFinancial Services

A-LIGN

Tampa, FL

A-LIGN is a technology-enabled cybersecurity compliance firm and the number one global issuer of SOC 2 reports, having completed over 16,000 audits since its founding in 2009.

Type IType IISaaSTechnologyFinancial Services

BARR Advisory

Kansas City, KS

BARR Advisory is a cloud-based cybersecurity and compliance firm specializing in SOC 2, ISO 27001, and FedRAMP for fast-growing SaaS and cloud-based organizations, with a net promoter score of 89.

Type IType IISaaSTechnologyFinancial Services

Modern Assurance

Charlotte, NC

Modern Assurance is a CPA firm specializing in SOC 1, SOC 2, and SOC 3 audits. Founded by professionals from national accounting firms, they focus exclusively on attestation engagements and deliver efficient, technology-forward audit experiences for growing companies.

Type IType IISaaSTechnologyFinancial Services

Optiv Security

Denver, CO

Optiv Security is a cybersecurity solutions integrator and advisory firm providing SOC 2 readiness assessments, compliance consulting, managed security, and governance risk and compliance services for enterprise organizations.

SaaSTechnologyFinancial Services

PYA

Knoxville, TN

PYA (Pershing Yoakley & Associates) is a Top 100 CPA firm ranked by USA Today, Forbes, and INSIDE Public Accounting, and a Top 15 auditor of the nation's largest health systems. They provide SOC 2 Type I and Type II audits for SaaS and cloud-based companies, led by seasoned CPAs and CISAs who prioritize deep technical audit rigor.

Type IType IISaaSTechnologyHealthcare

Plante Moran

Southfield, MI

Plante Moran is one of the nation's largest CPA and business advisory firms with nearly 4,000 staff. Their cybersecurity practice has over 30 years of SOC consulting experience and is actively involved with the AICPA SOC committees, providing advanced visibility into upcoming SOC reporting standards.

Type IType IISaaSTechnologyFinancial Services

CISOnow

Ashburn, VA

CISOnow is a leading provider of virtual CISO advisory services and managed security services, offering gap assessments, compliance support for SOC 1, SOC 2, PCI, HITRUST, HIPAA, GDPR, and CCPA, and a proprietary C3 Cybersecurity Assessment.

SaaSTechnologyFinancial Services

MNP LLP

Calgary, AB

MNP LLP is Canada's third-largest accounting and business advisory firm, with over 8,000 employees across 150+ offices. The firm provides SOC 1 and SOC 2 attestation services alongside internal audit, enterprise risk management, and cybersecurity advisory capabilities.

Type IType IISaaSTechnologyFinancial Services

Lurie LLP

Minneapolis, MN

Lurie LLP is a CPA firm 100% dedicated to SOC reporting. Their partners taught the AICPA's official SOC School and have authored industry guidance on SOC engagements. They deliver SOC 1, SOC 2, and SOC 3 reports for organizations across the country.

Type IType IISaaSTechnologyFinancial Services

Nettitude

London, England

Nettitude is a UK-based cybersecurity consulting firm providing SOC 2 readiness assessments, penetration testing, managed detection, and compliance advisory services for technology and financial services organizations.

SaaSTechnologyFinancial Services

Hancock Askew

Savannah, GA

Hancock Askew is a Southeastern CPA and advisory firm offering SOC 2 examinations, IT audit, and risk advisory services to financial services, healthcare, and technology organizations.

Type IType IITechnologyFinancial ServicesHealthcare

Kroll

New York, NY

Kroll is a global risk and financial advisory firm providing SOC 2 readiness consulting, cybersecurity assessments, incident response, and compliance advisory services for mid-market and enterprise organizations.

SaaSTechnologyFinancial Services

Schneider Downs

Pittsburgh, PA

Schneider Downs is a Top-60 independent CPA firm and the 13th largest accounting firm in the Mid-Atlantic region. They blend IT, internal audit, and external audit expertise for SOC engagements and maintain a proprietary SOC 2 controls catalog. National speakers on SOC reporting and also offer SOC for Supply Chain.

Type IType IISaaSTechnologyFinancial Services

UHY

Farmington Hills, MI

UHY LLP is a national CPA firm and a member of UHY International providing SOC examination, IT risk advisory, and compliance audit services.

Type IType IISaaSTechnologyFinancial Services

GMI Consulting

GMI Consulting is a Drata service partner offering SOC 2 readiness assessments and remediation services. They help organizations prepare for SOC 2 audits by identifying gaps, building controls, and implementing compliance automation through the Drata platform.

SaaSTechnologyFinancial Services

ControlCase

Fairfax, VA

ControlCase is a global compliance and security certification firm offering SOC 2 readiness, SOC 2 audit facilitation, PCI DSS, ISO 27001, and HITRUST certification services.

Type IType IISaaSTechnologyFinancial Services

Somerset CPAs

Indianapolis, IN

Somerset CPAs is an Indiana-based accounting and advisory firm providing SOC 2 examinations, IT audit, and assurance services for technology and financial services organizations.

Type IType IITechnologyFinancial Services

Dansa D'Arata Soucia

Buffalo, NY

Dansa D'Arata Soucia LLP (DDS) is a full-service CPA firm in Buffalo, New York with 40+ CPAs specializing in SOC 2 audits. Peer reviewed through the AICPA Peer Review Program, DDS has a decade of experience with the AICPA Trust Service Criteria.

Type IType IISaaSTechnologyFinancial Services

Sensiba

San Ramon, CA

Sensiba (formerly Sensiba San Filippo) is a Top 75 U.S. CPA firm offering SOC 2, ISO 27001, and other compliance audits. Sensiba acquired Australia-based AssuranceLab in 2025, expanding its global GRC capabilities with 90+ experts and 2,000+ successful audits.

Type IType IISaaSTechnologyFinancial Services

Whitley Penn

Fort Worth, TX

Whitley Penn is a Texas-based Top 100 CPA and advisory firm providing SOC 2 examinations, IT audit, and risk advisory services to technology and financial services companies across the Southwest.

Type IType IISaaSTechnologyFinancial Services

Keiter

Glen Allen, VA

Keiter is a Virginia-based CPA firm offering SOC 1 and SOC 2 examinations through their Risk Advisory Services team. Their practice lead, Scott McAuliffe (CISA, CFE), has 25+ years in public accounting, including Sarbanes-Oxley, internal audit, and CMMC work. They also offer IT audit via Keiter Technologies.

Type IType IISaaSTechnologyFinancial Services

Withum

Princeton, NJ

Withum is a forward-thinking advisory and accounting firm and one of the top CPA firms in the US. Their SOC audit team authored and presented the inaugural AICPA SOC for Cybersecurity course, and seven of their professionals are among the first CPAs nationwide to earn the AICPA's SOC for Cybersecurity digital badge.

Type IType IISaaSTechnologyFinancial Services

Windes

Long Beach, CA

Windes is a Southern California CPA firm founded in 1926 with 30 partners and 250+ professionals across Long Beach, Orange County, and Los Angeles offices. Recognized as an Accounting Today Top 100 Firm, they offer audit, assurance, cybersecurity risk management, and technology advisory services to technology companies and nonprofits.

Type IType IISaaSTechnologyFinancial Services

KPMG

New York, NY

KPMG is a Big Four accounting firm with a strong IT attestation practice, offering SOC 2 audits as part of their broader assurance services with a global focus on risk management and compliance.

Type IType IISaaSTechnologyFinancial Services

Render Compliance

Seattle, WA

Render Compliance is a licensed CPA firm in Seattle staffed by CISA and CPA certified auditors, specializing in SOC 1 and SOC 2 attestations for B2B SaaS companies with reports issued within 3 weeks from fieldwork.

Type IType IISaaSTechnologyHealthcare

Windham Brannon

Atlanta, GA

Windham Brannon is a full-service CPA firm founded in 1957, offering SOC 1, SOC 2, SOC 2+, and SOC 3 examinations along with SOC readiness assessments through its Risk Advisory practice.

Type IType IISaaSTechnologyFinancial Services

IS Partners

Philadelphia, PA

IS Partners (merged with AssurancePoint) is a globally recognized CPA firm specializing in IT compliance and cybersecurity assurance, SOC 2, ISO 27001, HITRUST, and PCI DSS services.

Type IType IISaaSTechnologyFinancial Services

Atlant Security

Atlant Security provides SOC 2 compliance consulting and cloud security advisory for businesses on AWS, Azure, and GCP. Their services cover readiness assessments, control implementation, and ongoing compliance support across six major frameworks.

SaaSTechnologyFinancial Services

AssurancePoint

Philadelphia, PA

AssurancePoint is a peer-reviewed CPA firm that has issued hundreds of SOC reports. They specialize exclusively in SOC 1, SOC 2, and SOC 3 attestation services, providing efficient audits backed by deep domain expertise in information security controls.

Type IType IISaaSTechnologyFinancial Services

BD Emerson

Denver, CO

BD Emerson offers specialized SOC 2 Type I and Type II audit services with a strategic partnership with Vanta and was among the first Vanta Certified implementation partners. The firm is a collaborating firm of Andersen Consulting.

Type IType IISaaSTechnologyFinancial Services

GRF CPAs & Advisors

Bethesda, MD

GRF CPAs & Advisors is a Washington DC-area CPA firm with 45 years of experience serving 1,600+ nonprofit and government clients. They provide end-to-end SOC 2 Type I and Type II audit services including readiness advisory and GAP assessments. Recognized by Accounting Today as a 2025 Regional Leader and Firm to Watch.

Type IType IISaaSTechnologyGovernment

Grant Thornton India

New Delhi, Delhi

Grant Thornton India helps mid-sized organisations prepare for SOC 2 audit reports with an organised and accessible approach. The firm provides readiness assessments and attestation services as part of the global Grant Thornton network.

Type IType IISaaSTechnologyFinancial Services

Riskpro India

Mumbai, Maharashtra

Riskpro India is a Mumbai-based risk and compliance consulting firm with in-house US CPA certified professionals, having completed 1,400+ SOC audits. The team includes former Ernst & Young and Navigant Consulting professionals specialising in SOC 1, SOC 2, HIPAA, PCI DSS, and GDPR.

Type IType IISaaSTechnologyFinancial Services

Airius

Atlanta, GA

Airius LLC provides risk management, compliance, and regulatory services with 20+ years of experience. Listed on Vanta's partner directory, the firm helps organisations achieve and maintain SOC 2, ISO 27001, and other compliance certifications.

Type IType IISaaSTechnologyFinancial Services

Prodigy 13

New York, NY

Prodigy 13 is a cybersecurity firm offering managed compliance services, elite penetration testing (PTaaS), security operations, and Zero Trust certification for SOC 2, ISO 27001, PCI DSS, GDPR, and HITRUST frameworks.

SaaSTechnologyHealthcare

Silent Sector

Phoenix, AZ

Silent Sector is a cybersecurity consulting firm specializing in SOC 2 readiness assessments and pre-audit preparation for mid-market and emerging companies, with a team of former auditors and cybersecurity professionals.

SaaSTechnologyFinancial Services

James Moore & Co

Gainesville, FL

James Moore & Co is one of Florida's largest independent CPA firms, offering SOC 2 examinations alongside IT audit and risk advisory services with deep expertise in government, higher education, and healthcare compliance.

Type IType IITechnologyFinancial ServicesHealthcare

ATA (Alexander Thompson Arnold)

Memphis, TN

Alexander Thompson Arnold (ATA) is a regional CPA and advisory firm offering SOC examination, IT audit, and risk advisory services across the Mid-South.

Type IType IIFinancial ServicesHealthcareGovernment

Cypro

Cypro is a UK-based cybersecurity consulting firm providing SOC 2 readiness and compliance support for British businesses. The firm offers practical gap analysis, policy development, control alignment, audit preparation, and ongoing compliance support for both Type I and Type II engagements. Cypro holds CREST and ISO 27001 certifications and provides virtual CISO services alongside compliance advisory.

SaaSTechnologyFinancial Services

Secuvant

Salt Lake City, UT

Secuvant is a cybersecurity advisory firm providing SOC 2 readiness consulting, compliance assessments, vCISO services, and managed security for technology and financial services organizations.

SaaSTechnologyFinancial Services

Insight Assurance

Tampa, FL

Insight Assurance is a Tampa-based audit and cybersecurity firm founded by former Big Four professionals, offering SOC 2, ISO 27001, HITRUST, and other compliance audits with a 97% client retention rate.

Type IType IISaaSTechnologyFinancial Services

How to Evaluate Financial Services SOC 2 Auditors

When comparing SOC 2 audit firms for a financial services company, consider these factors alongside standard auditor selection criteria like CPA licensure and pricing.

  • Ask about financial services-specific experience. How many financial services companies has the firm audited? Are they familiar with the controls and data flows typical in your sector?
  • Check for regulatory overlap expertise. If your industry has additional compliance requirements (HIPAA, PCI DSS, FedRAMP, etc.), confirm the auditor can navigate those alongside SOC 2.
  • Evaluate platform compatibility. If you use a compliance automation tool, check that the auditor has experience with it. Browse auditors by platform.
  • Request references from similar companies. A firm that regularly audits financial services organizations should be able to speak to the typical scope, timeline, and challenges for your sector.

Read more: How to choose a SOC 2 auditor → · Questions to ask your SOC 2 auditor →

Financial Services SOC 2 Audit FAQ

Why do financial services companies need SOC 2?
Banks, fintechs, and financial platforms handle sensitive data and face strict regulation. A SOC 2 report proves to partners and customers that your security controls work as intended. Many financial services buyers require one before approving a new vendor.
What should fintech companies look for in a SOC 2 auditor?
Choose auditors who know financial regulations and PCI DSS. They should be familiar with transaction processing, data encryption, and requirements like SOX or GLBA. Experience with fintech-specific controls helps the audit run faster with fewer rounds of questions.
Can a SOC 2 audit be combined with PCI DSS for financial services?
Yes. Some auditors run SOC 2 and PCI DSS together in one engagement. This saves time because many controls overlap. Ask your auditor if a combined approach fits your compliance needs.
How many SOC 2 auditors specialize in Financial Services?
Our directory currently lists 200 SOC 2 audit firms with financial services experience. The number of firms with genuine sector expertise is smaller than the total market; look for auditors who can reference specific financial services engagements and understand your regulatory landscape.
What is the average cost of a SOC 2 audit for a financial services company?
SOC 2 audit costs for financial services companies vary widely. Type I audits for startups often start around $15,000 to $30,000, while Type II audits for mid-market or enterprise companies can range from $40,000 to $100,000 or more, especially when additional frameworks like HIPAA or PCI DSS are in scope. Get quotes from at least three firms.
How long does SOC 2 compliance take for financial services companies?
A Type I audit can be completed in 4 to 8 weeks after readiness. A Type II requires a 3 to 12 month observation period plus reporting time. Financial Services companies with compliance platforms like Drata or Vanta often shorten preparation time through automated evidence collection.

Compare Financial Services SOC 2 Audit Firms

This table shows how Financial Services SOC 2 Auditors stacks up against other SOC 2 auditors across pricing, audit timeline, industry specialization, and platform compatibility.

Financial Services SOC 2 Auditors compared with other SOC 2 audit firms
FirmIndustriesCompany SizesPlatformsPricingTimeline
360 AdvancedSaaS, Technology, Financial ServicesSMB, Mid-market, EnterpriseDrataCustom quoteVaries
A-LIGNSaaS, Technology, Financial ServicesSMB, Mid-market, EnterpriseDrata, Hyperproof, Secureframe, VantaCustom quote6-8 weeks
AAFCPAsSaaS, Technology, Financial ServicesSMB, Mid-market, EnterpriseNot listedCustom quote6-10 weeks
AARC-360SaaS, Technology, Financial ServicesSMB, Mid-marketDrata, HyperproofCustom quoteVaries
AccedereSaaS, Technology, Financial ServicesSMB, Mid-market, EnterpriseNot listedCustom quoteVaries
Accorp PartnersSaaS, Technology, Financial ServicesSMB, Mid-market, EnterpriseNot listedCustom quote6-10 weeks

Best Financial Services SOC 2 Auditors by Company Size

Financial Services SOC 2 Audit Pricing

SOC 2 audit pricing depends on engagement scope, audit type, and firm. Here is what we know about Financial Services SOC 2 Audits's pricing and the factors that affect cost.

Factors that affect SOC 2 audit cost

Audit type

Type I audits (point-in-time) are generally less expensive than Type II audits (operating effectiveness over 3 to 12 months).

Company size and complexity

Larger companies with more systems, employees, and data flows require broader audit scope and more evidence collection.

Industry and regulatory overlaps

Industries with additional frameworks (HIPAA, PCI DSS, FedRAMP) often require expanded scoping and cross-mapping.

Readiness assessment

Some firms bundle a readiness gap analysis; others charge separately. A readiness phase can reduce surprises during fieldwork.

Compliance platform usage

Using platforms like Drata, Vanta, or Secureframe can reduce evidence collection time, which may lower auditor fees.

Timeline urgency

Fast-track or expedited audits often carry premium pricing due to scheduling and resource allocation constraints.

For a detailed breakdown: How much does a SOC 2 audit cost?

SOC 2 Guides

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  • How to Choose a SOC 2 Auditor

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  • SOC 2 Audit Timeline

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  • Top 10 Questions to Ask Your SOC 2 Auditor

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