CTOs on the Move

Wipfli Financial Advisors

www.wipflifinancial.com

 
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Stanley P Stone

Stanley P Stone is a New York, NY-based company in the Financial Services sector.

1st MidAmerica Credit Union

1st MidAmerica Credit Union is a Bethalto, IL-based company in the Financial Services sector.

BM Technologies

BM Technologies, Inc. (NYSE American: BMTX, BMTX.W) is among the largest digital banking platforms in the U.S., providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission of being “customer-obsessed” and creating “customers for life.” The BMTX digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business. BMTX currently serves over two million account-holders and provides disbursement services at approximately 725 college and university campuses (covering one out of every three students in the U.S.). BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its Member FDIC and Equal Housing Lender partner banks.

Verifacts

Verifacts, Inc. is a Sterling, IL-based company in the Financial Services sector.

University and Community Federal Credit Union

University and Community Federal Credit Union is a Stillwater, OK-based company in the Financial Services sector.