Insights

Growing Client Base Waypoint Advisory Services has expanded its client portfolio to over 45 federally insured credit unions primarily in Texas and surrounding states, indicating strong market acceptance and growth potential in the credit union sector that can be leveraged for upselling advanced services.

Market Expansion Opportunities The company's plans to expand into regions like Dallas, Ohio, and South Carolina present substantial opportunities to introduce tailored consulting and audit services to new credit unions seeking compliance and strategic growth support.

Financial Stability With a revenue range of $10 million to $25 million, Waypoint demonstrates solid financial health, providing a credible foundation for investing in new solutions and services aimed at enhancing operational efficiency and compliance.

Industry Expertise Leadership with over 30 years of combined experience in credit union auditing and consulting positions Waypoint as a trusted partner, opening doors for selling advanced risk management, internal control, and strategic planning tools.

Tech Stack Adoption The use of modern web technologies indicates a forward-thinking approach which suggests openness to adopting innovative management or analytics solutions to improve auditing accuracy and client instruction delivery.

Waypoint Advisory Services Tech Stack

Waypoint Advisory Services uses 8 technology products and services including TrackJS, W3 Total Cache, Google Hosted Libraries, and more. Explore Waypoint Advisory Services's tech stack below.

  • TrackJS
    Analytics
  • W3 Total Cache
    Caching
  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Google Tag Manager for WordPress
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

Waypoint Advisory Services's Email Address Formats

Waypoint Advisory Services uses at least 1 format(s):
Waypoint Advisory Services Email FormatsExamplePercentage
First@way-point.netJohn@way-point.net
78%
FLast@way-point.netJDoe@way-point.net
11%
First.Last@way-point.netJohn.Doe@way-point.net
11%

Frequently Asked Questions

Where is Waypoint Advisory Services's headquarters located?

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Waypoint Advisory Services's main headquarters is located at 910 West 7th Avenue Amarillo, Texas 79101 United States. The company has employees across 1 continents, including North America.

What is Waypoint Advisory Services's phone number?

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You can contact Waypoint Advisory Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Waypoint Advisory Services's official website and social media links?

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Waypoint Advisory Services's official website is way-point.net and has social profiles on LinkedIn.

What is Waypoint Advisory Services's SIC code NAICS code?

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Waypoint Advisory Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Waypoint Advisory Services have currently?

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As of January 2026, Waypoint Advisory Services has approximately 12 employees across 1 continents, including North America. Key team members include Ceo: B. L.President Business And Talent Development: C. H.Co-Founder And President: G. S.. Explore Waypoint Advisory Services's employee directory with LeadIQ.

What industry does Waypoint Advisory Services belong to?

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Waypoint Advisory Services operates in the Financial Services industry.

What technology does Waypoint Advisory Services use?

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Waypoint Advisory Services's tech stack includes TrackJSW3 Total CacheGoogle Hosted LibrariesOpen GraphjQuerySlickGoogle Tag Manager for WordPressApache.

What is Waypoint Advisory Services's email format?

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Waypoint Advisory Services's email format typically follows the pattern of First@way-point.net. Find more Waypoint Advisory Services email formats with LeadIQ.

When was Waypoint Advisory Services founded?

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Waypoint Advisory Services was founded in 2011.

Waypoint Advisory Services

Financial ServicesTexas, United States11-50 Employees

Waypoint has become an industry leader in credit union auditing and consulting. We strive to deliver the highest quality services at the most affordable prices. For over 30 combined years, owners Barry Lynch and Greg Schmidt have dedicated their careers to working with credit union leadership, specializing in audit procedures, training for both staff and directors, compliance reviews, internal control testing, policy development, & consulting, including long-term strategic business planning. In order to expand and to begin taking on employees, in 2011, Waypoint Advisory Services, Inc., was formed as a combination of Barret T. Lynch, LLC, and Greg R. Schmidt, LLC, now serving over 45 federally insured credit unions in and around the Texas Panhandle and beyond, with plans to expand into several other areas in the United States, including the Dallas metroplex, Ohio, and South Carolina.

Section iconCompany Overview

Headquarters
910 West 7th Avenue Amarillo, Texas 79101 United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Waypoint Advisory Services's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Waypoint Advisory Services's revenue is estimated to be in the range of $10M$25M

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