Waypoint Advisory ServicesWaypoint Advisory Services is a credit union consulting firm that offers services and solutions to meet the regulatory compliance needs.
Suggest an EditWaypoint Advisory Services Information, Including Revenue, Investors, Funding, Competitors & Key Metrics
Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In
Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In
Company Highlights
Employees
MoM Headcount GrowthYoY Headcount Growth
Year Founded
2011
Employees10
Location (HQ)
USA
MoM Headcount Growth-9.01%
YoY Headcount Growth-16.53%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- KaajCaribbean Wealth ManagementDARKHORSESTOCKSHeleumIntegralPayDailyFunderSarkor Financial AdvisorsLoanHeroLoanHeroUnpopular VenturesKMT Wealth ManagementMango Mortgage CorporationAmplio VenturesHarrison Co.Nimblr InsurancePower Capital Direct, CorpBlink VenturesProductfyGAIN CompaniesMosaic Financial MarketsDealer Payment SystemsBroadstreet Family OfficeOder Investment Management, LLCFrugal PaymentsFoster & Wood, Inc.Knox Grove Financial, LLC.Investment Management Education Alliance (IMEA)Loan Zone Finance CompanyBOSS ECONOMICS GroupTorreBláncCOREnologyASIANA Investment GroupCapitalyLancaster InvestmentsMission Park CapitalProsperity North AdvisorsO'Shares InvestmentsThrive Flexible MatchingOaceus Executive Insurance StrategiesColumbia River AdvisorsTruCard Inc.BlueKiteMara River Capital Management LLCImpac Mortgage HoldingsImpac Mortgage HoldingsAcadian Capital VenturesInnova Bookkeeping & TaxAtlantic Merchant Capital Investors, LLC.Antares CapitalWorldShopBulldog Premium FinanceEla Financial Group, Inc.Principal HarborALTUS Wealth SolutionsICW Holdings LLCCoastal Capital FundingAntilles AdvisorsStructuresStructuresChoice Business Opportunities, Ltd.CrediReadyShield Advisory GroupU.S. Marketing CorporationU.S. Marketing CorporationThe Small ExchangeThe Small ExchangeAlturusJPB FinancialJPB FinancialPrima Financial ServicesLinks Consulting Financial & Insurance ServicesThe Full RatchetRamsey & Associates, Inc.MediaSharesUntapped SolutionsNavigation GroupThe Green Mission Inc.Sammons Wealth ManagementEverGuide Financial Group, LLCquadraScopeEstancia Capital Management, LLCCredit GuideFynopsisOverlineThe Beneficiary Liquidity Plan®The Exuberant ElephantLeisure Financial Group, LLCAdvanced Wealth Management, LLCRusheen Capital Management, LLCMTS ScannersMLJ Payment Processing TechnologiesStructure Private InvestmentsIron Creek PartnersEssence Wealth & Insurance ServicesFortus Financial LLCAtlas Capital Team Inc.TinymanPlanning for Good, LLCValley Economic Development Partners
Credit
- IntegralPay7 Chord Inc. Consumer Automotive Finance IncBadukTry.comInsigniQBilateral CreditFriendsvowPInchLeverage Lending Group NMLS#40030DisputeDocAmadeo GlobalCU HomeLand, a Division of American Pacific Mortgage (NMLS #1850)KarusThe Baldwin GroupThe Credit GuruBitVerifyLantern CreditPlentinaThe Mercantile Bank of Louisiana, MissouriCommunity Choice Credit UnionRentTrack by SelfLopez FinancialCarloina Community ImpactKEY PEOPLEPinnacle MindsBlue Flame Credit UnionSBA Loan GroupMount Logan CapitalLimit FinancialAble LendingCrentMad capitalZoro CardKabilaStorybridge PartnersThe Credit PeopleMotion Federal Credit UnionAsset Commercial CreditJupiter (Techstars '23)Second Pillar ConsultingCambrFireside StrategicRiver City Capital InvestmentCasholaMidCap Financial InvestmentKServicingPrimus GuarantyDirect Financial, A Division of New England Federal Credit UnionAscend Consumer FinanceACMC Financial CorpV3 Commodities Group HoldingsLakota Federal Credit UnionFlowcastSaaS CapitalOka, The Carbon Insurance CompanyPeerIQAmerican Heritage Capital, LPConstant (YC W23)Albany Community Together IncSwipe CreditCreditUp ClubLend Street FinancialMessagePayData MyntLift CreditWilliam E. Lewis Jr & AssociatesGoSBA - Los Angeles SBA LoansCreditStrongCuneXusVouch FinancialH.E. Freeman EnterprisesThe CARes ProjectRevolutionCreditUtopia HomesTaplendFloat, Inc.BACKEDProfessional HoldingThermoCredit LLCunderwrite.aiFoResightTillful (acquired by Nav)Financial Renovation SolutionsCreditSpectrumOak Capital MortgageFive Star of MD Federal Credit UnionLud Stoor Agency Inc.NavatrosSELF RELIANCE NY FEDERAL CREDIT UNIONAthena Art FinanceCreditor.aiAffiliated Management ServicesFuelmanHitch EquityPort It Global Incdba NeighborWorks of Orange CountyPivot Investment PartnersCredibility Capital Inc.Marshfield Medical Center
Accounting
- StructuresSotomayor & Associates, LLPThe Cash Flow CFOZipBooksArlen Gharapetian, CPAMavrek by DealMaker Playbook, Inc.Workflow86 (YC W22)Entendre FinanceThe Team GroupidacitiCarter Group TaxThe Walters WayNEACH Payments GroupOddittAraize, Inc.Fernandes & Charest, P.C.SoftLedgerDavid Mills, CPA, LLCPreston CPA P.C.Byrne, Seligman & Co., CPA'sLEASERABilateral CreditMultisig MediaCOREBANKGildedProSential GroupA.S.A.P. Collection ServicesPeppyBooksUnited Income TaxArboHQ | Techstars 23’Vesel TechnologyClifford, Ross, Raudenbush & CooperSean Core CPA PLLCBahi Khata Inc.Invoice StreamMulti Business SolutionsFintaSlim Accounting, Inc.Hillberg & Co., CPAsOptimum Tax ServicesSIMA Consultancy LLCGlobal Accounting ExportOC & AssociatesFinlyncClaim ResolutionsShinault Baker & CompanySaguaro GroupHintz & Company420 CPARackers & FernandezContinuous Scale | NetSuite Alliance PartnerTaylor & Mulder, Inc.Seller AccountantGigWrksTimpe CPAs, LLCCity Federal Credit UnionServiceRelated.comCommunity Choice Credit Union600Biz HippoEfortlesImpact Portofino LLCStrongroom SolutionsProfitabilityPhase 1 EquityComputisSentrigoMorris+D'Angelo -- Not Just another CPA FirmPinnacle MindsAbercrombie Accounting IncIndieBrew LLCProlaeraDogra CPALedgerUpReciprociTLost & Found Inc.Fundriver, Inc.Journals & LedgersBkperTruth In AccountingWhite Elm Group LLCFinFolioAlura Workforce SolutionsIowa Society of CPAsLineage Family OfficePattillo, Brown & Hill, LLPExecutive Financial ManagementEvan Hutcheson, CPA, LLCPace CompumetricsIP CommerceRebateCamero & Company CPA, P.ARefundWizCPA Firm South FloridaFiscal Solutions LLCGravity SoftwareHireAthenaBIZBUDAQS Asset Management, LLCAllen Associates
Advice
- Seal GlobalnFLXn Point GroupRoot SystemCross & Simon, LLCThe Boston AssociatesThe Deerborne Group, Inc.LSX Capital ManagementGAMMA Investment ManagementRight Financial AdvisorGrowthPath PartnersVermont Association of RealtorsHighway 9 Consulting - HubSpot PartnerThe Walters WayPROTOPIAClare Market Investments, LLCWendell Charles Wealth ManagementWealth Creation Management GroupQuickVestQuantStreet CapitalIndigo Advisors LLCInstitute for Contemporary LeadershipDRA AdvisorsCRE Capital Group, LLCWashington Square Capital ManagementClearlyQ. Williams Real Estate AssociatesHayes Group InternationalHawkEye Capital PartnersAckerman Capital ManagementDAS GROUP OF SOLUTIONSDavid Mills, CPA, LLCAdvisor2XVestpointe Wealth ManagementTLWM FinancialSybersenseOver The Top Ventures, LLCFolio InstitutionalBerkeley Innovation GroupUpland Wealth AdvisorsCore 40AEA Group, a part of J.S. HeldP2P Energy SolutionsVSCM Capital ManagementWealthgate Family OfficeAUM CapitalCoherent AdvisorsYeeGoalsHerkowski Stickler & AssociatesThe QuotaBattenProperty Management AdvisoryPasadena Private LendingMimconnectContinuum AdvisoryPhīla Engaged GivingAmericas Best 401kSQuirlWorldofMoney.orgThe Meyer PartnershipOZ ProsSlim Accounting, Inc.Monere InvestmentsDigital RailroadAxial BiotechLouisiana AppleseedNantucket Levered LLCAdinkra Solutions GroupFarmLinkGRC AdvisingEagle Point Capital LLCO'Connor, Carnathan and Mack, LLCNowak & Stauch, PLLCCreative MoneyGlobal Accounting ExportAssociation Strategiesjtbd.onlineHarbor Stone AdvisorsBaldrige Asset Management, LLCDoran Leadership PartnersPlanet Wealthmy money planningV&D FinancialBurrell Harper + Co. LLCClient OneFormerly SouthsourceCherrywood PartnersCypress Real Estate AdvisorsThird Eye Advisors420 CPASearcy Industrial ProductsAdvisors IgniteSPIN GlobalEdyoucore Sports & EntertainmentAmerican Sales IndustriesFox Three PartnersArch + Tower | an FD CompanyBuckingham Strategic WealthThinkInc HoldingsSoutheast Financial Services, Inc.Flaherty & Crumrine