Skip to content
CREFIDA

Industries · Financial Services

Diligence in a regulated environment.

Financial service providers are subject to strict regulations. We provide support with accounting, taxes and reporting — accurately, confidentially and on time.

Sub-areas

Who we support in this sector

  • Banks
  • Insurance companies
  • Asset managers
  • Financial intermediaries
  • Digital asset providers
  • Tokenisation providers
  • Crypto financial service providers
  • Investment managers
  • Family offices
  • Investment companies
  • Financing companies
  • Leasing companies
  • Pension funds
  • Fintech companies
  • Digital asset custodians
  • Blockchain-based financial companies
  • Digital asset trading platforms
  • Digital securities companies
  • Fintech companies with a blockchain focus

Key Areas

What matters in this industry

Digital assets & blockchain-based financial models

Rechnungslegung, Verwahrung, Tokenisierung und Compliance-Fragen rund um digitale Vermögenswerte und digitale Wertpapiere.

Collaboration

How we proceed

Clarify the initial situation

We review the figures, organisation and outstanding questions together.

Develop the solution

We tailor accounting, tax and reporting to your industry.

Ongoing Support

Closing, advice and planning from a single source — with a dedicated contact person.

Other sectors

Let's talk about Financial Services?

A thirty-minute conversation is usually sufficient to assess the initial situation, scope, and costs.