Financial services solutions Financial services solutions

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

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.

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.

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.

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.

Reg BI and Form CRS compliance assessment
How sure are you that you’re fully compliant?
Learn more
Bank on Wipfli blog
Bank on Wipfli
Read blog
COVID-19 resource center
Insights to help you respond to and recover from coronavirus fallout.
Learn more