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Wolf & Company Appoints Phillip Whitaker As Principal and Lead

PRIVATEJun 09, 2026•7 days ago

Position

Principal

Company

Wolf & Company P.C

Phillip Whitaker
BostonFinancial ServicesFinanceLendingBankingConsulting

Description

Wolf & Company, P.C. has announced the appointment of Phillip Whitaker as Principal and Lead of its new Transaction Advisory Services practice. This initiative aims to serve middle-market companies, private equity sponsors, and investors seeking guidance on mergers and acquisitions.

Company Information

Company

Wolf & Company P.C

Location

Boston, Massachusetts, United States

About

Wolf & Company, P.C. is a nationally recognized accounting and consulting firm. They provide a wide range of advisory services to financial institutions. Their mission focuses on addressing the complex challenges faced by banks and credit unions. They aim to deliver clarity and confidence in a rapidly changing financial landscape.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.