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:
- Broker-dealers
- Consumer finance groups
- Financial Institutions
- FinTech
- Insurance
- Private equity groups
- Wealth and asset management
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.
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.
Featured Thought Leader
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Reg BI and Form CRS compliance assessment
