Wipfli Financial Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Wipfli Financial Advisors's estimated annual revenue is currently $3.4M per year.
- Wipfli Financial Advisors's estimated revenue per employee is $147,000
Employee Data
- Wipfli Financial Advisors has 23 Employees.
- Wipfli Financial Advisors grew their employee count by 0% last year.
Wipfli Financial Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Principal, Chief Financial Officer | Reveal Email/Phone |
2 | Chief Compliance Officer | Reveal Email/Phone |
3 | Principal, Chief Investment Officer | Reveal Email/Phone |
4 | Business Intelligence Manager | Reveal Email/Phone |
5 | Senior Trader/Operations Specialist | Reveal Email/Phone |
6 | Senior Financial Advisor | Reveal Email/Phone |
7 | Financial Advisor | Reveal Email/Phone |
8 | Financial Advisor | Reveal Email/Phone |
9 | Financial Advisor | Reveal Email/Phone |
10 | Principal, Senior Financial Advisor | Reveal Email/Phone |
Wipfli Financial Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $2.9M | 20 | 25% | N/A | N/A |
#2 | $3.7M | 25 | 4% | N/A | N/A |
#3 | $3.8M | 26 | -19% | N/A | N/A |
#4 | $6.9M | 41 | -5% | N/A | N/A |
#5 | $6.2M | 37 | 6% | N/A | N/A |
#6 | $94M | 358 | 6% | N/A | N/A |
#7 | $21.6M | 103 | N/A | N/A | N/A |
#8 | $5.9M | 35 | -5% | N/A | N/A |
#9 | $354.6M | 1206 | 12% | N/A | N/A |
#10 | $0.5M | 5 | 25% | N/A | N/A |
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.
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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...
Other Companies in Wauwatosa
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $4.3M | 23 | -32% | N/A |
#2 | $2.3M | 23 | 10% | N/A |
#3 | $4.2M | 24 | N/A | N/A |
#4 | $3.2M | 26 | 0% | N/A |
#5 | $2.7M | 27 | N/A | N/A |