# Aiwyn

Aiwyn is an Asset Manager based in Charlotte, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** www.aiwyn.ai
- **LinkedIn:** https://www.linkedin.com/company/aiwyn/about

## Regulatory record

- **Reports private funds:** No

## About

Designed for modern accounting firms, Aiwyn delivers relationship-centered automation across payments, practice management, client experience, and tax.

## Sectors

- Enterprise Software
- FinTech

## People

- 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

## 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.

## Related profiles

- [Papaya](https://altss.com/profile/papaya)
- [PayTabs](https://altss.com/profile/paytabs)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aiwyn

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