Financial Services

Financial Services

Experience and commitment to enhance your performance.

Meet the challenge of growing profits, and increasing shareholder value in the current climate of fierce competition and regulatory pressure.

Our team brings experience, knowledge, tools, and commitment.

Our team is committed to providing financial services organizations with constant communication, value-driven consultation, and education for entities like:

Patke & Associates, a leading investment partnership services provider, joined Wipfli LLP on August 1, 2019.

audit and accounting services

Audit and Accounting

Audit and Accounting Services can be very similar from firm to firm; the Wipfli difference is in the value you receive from the relationship. We strive to add value to your organization through our committed resourceful partners and associates, who are experienced in the financial services industry.
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Information Technology Services

Information Technology Services

New technologies continue to change how financial services organizations connect and serve information to customers, our IT consulting experts will be with you every step of the way.
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Regulatory Compliance Services

Regulatory Compliance Services

Today’s ever-changing regulatory environment makes it difficult for financial services organizations to maintain an effective compliance program. Wipfli's professional compliance team can help.
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Talent Management Services

Talent Management Consulting

Build a high performance organization with strategic support from a proven group of talent management experts who are experienced in the financial services industry.
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Featured Thought Leader

Anna Kooi, CPA

Anna Kooi is a partner in Wipfli’s financial services practice with more than 20 years of experience in serving a variety of public and private clients in the financial services industry. She has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.

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