RSM US LLP Announces $1 Billion Investment in Technology to Accelerate AI Strategy
CHICAGO – (June 9, 2025) – RSM US LLP, a leading provider of assurance, tax, and consulting services for the middle market, today announced a $1 billion investment over the next three years to significantly expand its artificial intelligence (AI) strategy. This investment aims to accelerate innovation and deliver transformative value for both clients and professionals.
The investment will integrate agentic AI platforms across RSM’s operations and services, enhancing efficiency and empowering professionals to deliver faster, smarter, and higher-quality solutions. This move reinforces RSM’s commitment to innovation and a digitally enabled workforce.
The $1 billion investment is part of RSM’s preparation for a transatlantic merger, creating a partner-owned, multinational organization with 23,000 professionals and $5 billion in combined annual revenue. This merger, along with the investment, will establish RSM as a leader in AI innovation, transforming how it helps the middle market solve complex challenges.
“AI continues to be a strategic imperative for RSM,” said Brian Becker, managing partner & CEO with RSM US LLP. “Our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions.”
Key initiatives include developing industry-specific AI tools, integrating agentic AI into assurance, tax, and consulting services, and expanding AI-driven solutions throughout the client lifecycle. Sergio de la Fe, enterprise digital leader and partner with RSM US LLP, emphasized that “RSM is leading the charge in digital transformation, and agentic AI is central to our strategy.”
RSM’s agentic AI strategy focuses on developing “AI flows” that enable professionals to leverage AI agents and generative AI capabilities. Examples of RSM’s AI innovations include myRSM Tax, RSM Luca, RSM Atlas, and DASH, which have improved operational efficiency and decision-making for middle market clients.
The firm has also formed strategic alliances with technology innovators like Microsoft, Additive, and Blue J to scale AI solutions across industries. RSM’s AI Center of Excellence drives the firm’s enterprise AI strategy, defining the AI roadmap and promoting responsible innovation.
RSM sees AI as a key driver for businesses to stay competitive. With a long-term vision guiding its strategy, the firm continues to advance its operations and help clients achieve greater success through intelligent, AI-driven solutions.
