Company profile

Wiss Tech Stack

Middle-market accounting, tax, advisory and outsourced finance firm

Accounting New York, NY 201–500 employees Founded 1969 Privately Held

Wiss is a New York accounting and advisory firm whose client-facing stack spans QuickBooks, NetSuite, Sage Intacct, Dynamics 365 and SAP alongside vertical tools like Yardi, Procore, Deltek and Addepar, pointing to outsourced finance work across real estate, construction and wealth clients. Accelerating, finance-dominated hiring and recurring themes of close rebuilds, ERP conversions and data workflow automation suggest a growing client accounting practice moving toward AI-assisted analytics.

Tech Stack 33 technologies

Core StackSalesforce QuickBooks Power BI Tableau NetSuite Dynamics 365 Bill.com SAP Procore AutoCAD SolidWorks ADP Sage Intacct Yardi RealPage Addepar QuickBooks Online Sage 300 Sage Deltek Vantage SAP Concur Deltek Ajera Trimble Bluebeam Planswift MicroStation AppFolio Inventor Carta Yardi Voyager+3 more

What Wiss Is BuildingChallenges and projects from their job posts

◆Challenges

Manual finance work outside the accounting system
Building scalable accounting processes
Complex data transformation and workflow automation
Improving investment processes
Revenue recognition complexity
Growing prospect pipeline and brand strength

▲Active Projects

ERP implementation and accounting system conversions
Rebuilding the financial close process
AI-assisted analytics experiments
Automated variance analysis
Finance-focused data workflows
Union payroll compliance

Hiring Activity

Accelerating30 roles · 20 in 30d

Department

Finance

Assurance

Data

Engineering

Ops

Tax

Seniority

Senior

Staff

Intern

Junior

Manager

Mid

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About Wiss

Wiss provides accounting, assurance, tax, advisory, family office and wealth management services. Founded in 1969 and headquartered in New York, NY, the privately held firm employs 201–500 people. It focuses on the middle market, serving privately held, investor-backed and family-owned businesses from early stage through maturity. Its offerings include CFO advisory, estate planning, business strategy and data, analytics and automation services. Hiring is concentrated in the United States.

HeadquartersNew York, NY

Company Size201–500 employees

Founded1969

Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Wiss use?

Wiss works across QuickBooks, QuickBooks Online, NetSuite, Sage Intacct, Sage 300, Dynamics 365, SAP and Bill.com, with Power BI and Tableau for reporting and Salesforce as its CRM.

Is Wiss hiring in finance?

Yes. Wiss's hiring is accelerating and heavily weighted toward finance roles, with smaller openings in assurance, data, tax and operations, mostly at senior and staff levels in the United States.

What is Wiss working on?

Wiss's job posts reference accounting system conversions, ERP implementation and optimization, close process rebuilds, automated variance analysis, finance data workflows and AI-assisted analytics experiments.

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How this profile is built

Wiss's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.