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Aiwyn
Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.
Aiwyn
Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Principals
Justin Adams
Chief Executive Officer | Co-Founder
Tanner Fritz
GM, Payments & Experience | Co-Founder
Pat Morrell
GM, Practice & Tax | Co-Founder
Levi Morehouse
President
Evan Rogoff
Chief Financial Officer
Sector focus
Frequently asked questions
Who runs product and investment decisions at Aiwyn?
Day-to-day leadership sits with the three co-founders: CEO Justin Adams oversees the company; Tanner Fritz runs the Payments and Experience groups; Pat Morrell leads Practice and Tax. The company has disclosed Bessemer Venture Partners as an institutional investor but has not shared board composition.
Is Aiwyn a fintech company or an enterprise-software provider for accountants?
Functionally, both. The payments module is a fintech product — it handles invoicing, automated reminders, and digital payment processing. The other three modules (practice management, client experience, and tax preparation) are vertical SaaS, turning Aiwyn into a suite that aims to replace multiple point solutions inside a CPA firm.
Does Aiwyn hold client funds, and how does it handle payment processing?
Aiwyn has not publicly described its money-transmission licensing or payment-processing architecture. The firm markets digital payment acceptance as a core feature, but the specifics of whether it acts as a merchant of record, partners with a bank sponsor, or relies on a third-party processor are not disclosed on the corporate site.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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