Wipfli Financial Advisors Revenue and Competitors

Wauwatosa, WI USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wipfli Financial Advisors's estimated annual revenue is currently $3.4M per year.(i)
  • Wipfli Financial Advisors's estimated revenue per employee is $147,000

Employee Data

  • Wipfli Financial Advisors has 23 Employees.(i)
  • Wipfli Financial Advisors grew their employee count by 0% last year.

Wipfli Financial Advisors's People

NameTitleEmail/Phone
1
Principal, Chief Financial OfficerReveal Email/Phone
2
Chief Compliance OfficerReveal Email/Phone
3
Principal, Chief Investment OfficerReveal Email/Phone
4
Business Intelligence ManagerReveal Email/Phone
5
Senior Trader/Operations SpecialistReveal Email/Phone
6
Senior Financial AdvisorReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Principal, Senior Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$2.9M2025%N/AN/A
#2
$3.7M254%N/AN/A
#3
$3.8M26-19%N/AN/A
#4
$6.9M41-5%N/AN/A
#5
$6.2M376%N/AN/A
#6
$94M3586%N/AN/A
#7
$21.6M103N/AN/AN/A
#8
$5.9M35-5%N/AN/A
#9
$354.6M120612%N/AN/A
#10
$0.5M525%N/AN/A
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What Is Wipfli Financial Advisors?

Wipfli Financial is a national, CPA-affiliated investment advisor registered with the U.S. Securities and Exchange Commission. The firm provides integrated financial planning and investment management solutions to individuals, families, small businesses and retirement plans. Wipfli Financial is a proud affiliate of Wipfli LLP. Learn more at wipflifinancial.com.

keywords:N/A

N/A

Total Funding

23

Number of Employees

$3.4M

Revenue (est)

0%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wipfli Financial Advisors News

2022-04-06 - Earnings Season Poses Next Trial for Volatile Stock Market

... that market participants are paying closer attention to,” said Rafia Hasan, chief investment officer at Wipfli Financial Advisors.

2022-04-06 - Wipfli Financial Advisors LLC Buys Shares of 699 Microsoft ...

Wipfli Financial Advisors LLC bought a new stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) during the fourth quarter, according to the...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.3M23-32%N/A
#2
$2.3M2310%N/A
#3
$4.2M24N/AN/A
#4
$3.2M260%N/A
#5
$2.7M27N/AN/A