WHO WE ARE

Quality Without Compromise

At Wolf & Company, we pair industry expertise with clarity and care so you can move forward with confidence.

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Trusted by industry leaders that demand excellence

Expertise you can trust

Vision That Moves You Forward

At Wolf & Company, we deliver more than services – we deliver understanding. With a foundation built on integrity and deep industry expertise, we provide tailored advisory, assurance, digital, and tax solutions designed to help you confidently navigate what’s next.  

We take the time to understand your operations, challenges, and goals. Through senior‑level attention and a high‑touch engagement process, our work is informed by relevant, sector‑specific insight at every stage.

Because the details matter – to you and to us. By aligning with your organization’s priorities, we deliver quality results you can trust.

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What Drives Us
The Purpose Behind Our Work

Behind every engagement is a shared purpose rooted in quality, accountability, and a commitment to long‑term impact.

  • Mission
    Providing our clients, our people, and the communities we serve with confidence and stability in a rapidly changing world.
  • Vision
    We aspire to be the advisor and employer of choice.
  • Values
    Our values guide how we approach every engagement, and is shaped by our VIRTUE.
Happy,Mid,Aged,Business,Woman,Manager,Handshaking,Greeting,Client,In
  • V
    VISION
  • I
    INTEGRITY
  • R
    RESPECT

  • T
    TRUST
  • U
    UNDERSTANDING
  • E
    EXCELLENCE
our firm at a glance

The Wolf Standard

An overview of the scale, reach, and impact that shape who we are and how we serve.

  • 115+ Years
    Trusted Experience
    A legacy built on long-term relationships, strong leadership, and the ability to adapt through generations of change.
  • Top 100 Firm
    Nationally Recognized
    Recognized among the nation’s leading firms for quality, consistency, and trusted client relationships.
  • $100+ Million
    Serving Clients Nationwide
    Serving clients across the U.S. with the depth, resources, and industry perspective needed to support complex organizations.

  • 14x Winner
    BBJ Best Places to Work
    Recognized for fostering a workplace culture built on trust, collaboration, and growth.
  • 1,000+ Hours
    Volunteering
    A firm‑wide commitment to giving back through hands‑on involvement in the communities where we live and work.

Gagne, Gerald R. Web
Hear From Our CEO

Disruption is reshaping our industry, and we are responding with purpose. By investing in next‑generation technology, developing new service offerings…
Gerald R. Gagne
Principal & Chief Executive Officer
Read Full message

Disruption is reshaping our industry, and we are responding with purpose. By investing in next‑generation technology, developing new service offerings, and attracting exceptional talent, Wolf is positioning itself to help clients thrive, and to grow as a strong, independent firm for decades to come.

Gerald R. Gagne
Principal & Chief Executive Officer

A Legacy of Getting the Details Right

For over a century, we’ve built our reputation on integrity, precision, and a commitment to truly understanding the industries we serve.
1911

PRIDE OF BOSTON

Wolf & Company’s history spans over a century, starting with Edwin Pride, who founded Edwin L. Pride & Company in Boston after receiving one of the first CPA licenses from the Massachusetts Board of Public Accountancy. As a Trustee of the Somerville Institution for Savings, he established a strong foundation in financial services and community banking, paving the way for our legacy of excellence.

timeline

1911

1920

Uncovering Ponzi

The U.S. Attorney for the District of Massachusetts entrusted Edwin Pride with investigating Charles Ponzi, the infamous con artist behind the “Ponzi Scheme.” Pride’s unwavering professionalism and integrity became the foundation of our firm’s culture. Today, our leaders continue this legacy by serving on influential industry boards, including the AICPA Center for Audit Quality and the PCAOB, and holding key positions such as president of the MSCPA.

Timeline – 1920

1920

1968

Our Name

Edwin L. Pride & Company merged with several other esteemed accounting firms to create Wolf & Company, a dynamic national CPA firm, headquartered in Chicago.

shutterstock_2731882925

1968

1978

Independence Day

Wolf & Company’s local owners reacquired the firm, renaming it Wolf & Company of Massachusetts. During this pivotal time, we introduced a defined benefit plan to address succession uncertainty. This ensured a seamless generational transition that preserved our vibrant culture and reinforced our client-first mindset.

1970,Boston,Financial,District

1978

1993

Evolution and Growth

Wolf & Company of Massachusetts officially transformed into Wolf & Company, P.C., signaling the launch of our expansion across the nation. We first made our mark in Springfield, MA, followed by locations in Albany, NY, and Livingston, NJ.

Boston, Massachusetts, USA skyline over Boston Common

1993

2005

WolfPAC Launch

WolfPAC Integrated Risk Management® SaaS solution was developed by Wolf & Company risk management and advisory specialists, becoming one of the first regtech platforms for financial services and healthcare.

Timeline – 2005

2005

2006

Community Outreach

Our dedication to our clients extends to the communities where we live and work. Inspired by our core values and our inclusive, supportive culture, we established the Wolf & Company Charitable Foundation. Today, we still champion causes that resonate with both our employees and clients.

Discussion,,Volunteers,And,Happy,For,Charity,,Group,And,Success,Of

2006

2011

Celebrating a Century

Wolf proudly celebrates 100 years of delivering innovative, industry-specific solutions to our clients, spanning across diverse sectors, including technology, manufacturing, distribution & retail, banks and credit unions, asset management, healthcare, and private clients.

Conference,,Applause,And,Business,People,With,Achievement,,Smile,And,Feedback

2011

2022

DenSecure Launch

Wolf’s IT Assurance & Advisory team proudly launched DenSecure, an advanced team of cybersecurity experts. By leveraging extensive technical knowledge and industry experience, DenSecure executes offensive security assessments and identifies gaps in your defense that an attacker can abuse.

Timeline – 2022

2022

2024

First Acquisition

Wolf officially announced the acquisition of a leading provider of data-driven digital transformation services to offer a new resource for our clients: Data Solutions, a team of data management and strategy consultants, along with InsightOut, a cutting-edge data analytics tool. This strategic acquisition strengthens our clients’ ability to make decisions backed by data they can trust.

Timeline – 2024

2024

2026

Expanding Bank Consulting Capabilities

Wolf officially acquired The Kafafian Group, Inc., a Pennsylvania‑based bank consulting firm specializing in strategic planning, performance measurement, and operations consulting. The two firms united under the Wolf & Company brand, strengthening the firm’s ability to serve financial institutions. Together, the combined organization brings more than 140 years of experience across advisory, assurance, and tax services.

Timeline – 2026

2026

Leadership Perspective

Guided by Purpose, Growth & Performance

Wolf & Company is built with intention. From how we serve clients to how we grow our firm and invest in our people, our leadership team is focused on long‑term excellence, disciplined growth, and a workplace where high performance and balance go hand in hand.
  • “At Wolf & Company, our goal is to be the advisor and employer of choice. We continually invest in technology, training, and process improvements to elevate the client experience and support work‑life balance – reflected in strong client and employee satisfaction.”
    – Joshua Siegel, Chief Operating Officer
  • “At Wolf, growth is intentional – driven by organic momentum across six specialized niches and powered by a disciplined growth engine. Guided by more than 100 years of independence, we selectively pursue acquisitions that strengthen our capabilities without compromising who we are.”
    – Michael Kanarellis, Chief Growth Officer
  • “Our success is rooted in a commitment to our people and to high performance. By empowering employees, fostering ownership, and investing in continuous development, we create an environment where talent thrives and contributions truly matter.”
    – Colleen Simonelli, Chief People Officer
our culture

A Commitment to Inclusion

We believe our culture is strongest when everyone feels valued and heard. It shows up in how we collaborate, support one another, and bring our authentic selves to work each day.

That commitment is reflected in Wolf & Company’s Employee Resource Groups, which elevate diverse perspectives and strengthen a sense of belonging across the firm.

By encouraging open dialogue and shared experiences, we build a workplace where people can grow, contribute, and succeed together.

JOIN OUR TEAM
Client Testimonials

If we hadn’t engaged Wolf, we may not have been aware of some of the gaps in our strategy. I can now rest assured that there’s action being taken to mitigate these risks…
Mike Parkin
Director of IT Security, Chapters Health
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If we hadn’t engaged Wolf, we may not have been aware of some of the gaps in our strategy. I can now rest assured that there’s action being taken to mitigate these risks, and that we can rely on our new solid Business Continuity Plan to enhance our resiliency.

Mike Parkin
Director of IT Security, Chapters Health
Client Testimonials

For the past ten years, BCBSRI has relied on Wolf & Company for our SOC reports, and they’ve consistently exceeded our expectations through every business evolution…
Blue Cross Blue Shield of Rhode Island
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For the past ten years, BCBSRI has relied on Wolf & Company for our SOC reports, and they’ve consistently exceeded our expectations through every business evolution we’ve faced. What sets them apart is their deep expertise combined with their team continuity. Their proactive approach and our direct access to management means we’re never caught off guard. They help us understand exactly how any planned changes will impact our reporting scope and testing approach before we even begin.

Blue Cross Blue Shield of Rhode Island
Client Testimonials

InsightOut was the first solution we saw that offered the framework and customization for our specific needs. We considered other platforms like Tableau and Power BI…
Brian Burke
Chief Financial Officer, Club Champion Golf
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InsightOut was the first solution we saw that offered the framework and customization for our specific needs. We considered other platforms like Tableau and Power BI, but they were limited in their capabilities compared to InsightOut.

Brian Burke
Chief Financial Officer, Club Champion Golf
Client Testimonials

Wolf Data Solutions has been an exceptional partner throughout our investment lifecycle. Their deep technical expertise and data architecture capabilities helped us…
Cal Wheaton
Partner, ABS Capital Partners
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Wolf Data Solutions has been an exceptional partner throughout our investment lifecycle. Their deep technical expertise and data architecture capabilities helped us validate key assumptions pre-investment, and their ability to operationalize insights post-close has meaningfully accelerated growth within our portfolio companies. Beyond the technical, it’s their business-minded and collaborative approach that stands out – they don’t just deliver analysis, they work shoulder-to-shoulder with our team and a portfolio company’s leadership to drive outcomes.

Cal Wheaton
Partner, ABS Capital Partners
Client Testimonials

Wolf’s in-depth IT audit and cyber expertise assisted the bank in taking the necessary next steps in improving our overall IT audit plan and security posture. That…
Eric Nadeau
Chief Financial Officer, One Florida Bank
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Wolf’s in-depth IT audit and cyber expertise assisted the bank in taking the necessary next steps in improving our overall IT audit plan and security posture. That, coupled with Wolf’s extensive financial institution experience, made for a great audit, and we look forward to a long-term relationship with Wolf.

Eric Nadeau
Chief Financial Officer, One Florida Bank
Client Testimonials

Wolf was able to assist us with mapping our various payment channels to confirm our CDE and simplify our ongoing compliance efforts.
Ethan Peterson
Information Security Manager, Jordan’s Furniture
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Wolf was able to assist us with mapping our various payment channels to confirm our CDE and simplify our ongoing compliance efforts.

Ethan Peterson
Information Security Manager, Jordan’s Furniture
Client Testimonials

Wolf has been an exceptional audit partner in navigating our BSA/AML compliance, particularly as we address the enhanced regulatory challenges of fintech partnerships…
Ed Greene
BSA Officer, Middlesex Federal Savings
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Wolf has been an exceptional audit partner in navigating our BSA/AML compliance, particularly as we address the enhanced regulatory challenges of fintech partnerships. Their deep understanding of the unique needs of bank-fintech collaborations, combined with proactive guidance, has strengthened our AML program and given Middlesex Federal Savings, F.A. the confidence to expand our fintech initiatives while remaining fully compliant with the evolving regulatory landscape.

Ed Greene
BSA Officer, Middlesex Federal Savings
Additional resources

Explore the Wolf & Company Difference

Looking for deeper insight, specialized services, or opportunities to grow with us? Continue exploring more about our approach and the teams behind it.

Industries

The details matter in every industry – that’s  why we look deeper, giving  you the clarity to move forward with a firm dedicated to your success.

Services

Wolf & Company’s deep expertise and industry-specific knowledge empowers you to confidently navigate what’s next – and embrace the future.

Resources

Every piece of content is written by seasoned experts you can trust to deliver accurate, practical guidance shaped by real-world industry experience.

Contact

Engage directly with experienced advisors who remain closely involved and take the time to understand the full context of your business.

Let’s Start With Understanding

Connect with our team to talk through your goals and explore how we can support your business.

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