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Wipfli Financial Advisors
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring). Milwaukee, Wisconsin, United States Founded 1999 101-250 employees For Profit
Wipfli Financial Advisors provides financial, and investment advice to individual investors, families, and small businesses.
Wipfli Financial Advisors was acquired by Creative Planning in 2022.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
1
Monthly Visits
Available in Pro Contacts
40
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 20
- Mobile apps
- 3
- Active products
- 18
Company Info
- Founded
- 1999
- Employees
- 101-250
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company
- News articles
- 6
- HQ
- Milwaukee, Wisconsin, United States
- Region
- Great Lakes, Midwestern US
- Exit date
- Aug 17, 2022
Signals & Scores
- Heat score
- Low
- Trend (7d)
- 0
- Trend (30d)
- -0.5
- Trend (90d)
- 4.4
Acquisitions by Wipfli Financial Advisors
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Key People at Wipfli Financial Advisors
Principal & Chief Operations Officer
Principal, Senior Financial Advisor
40
professional contacts at Wipfli Financial Advisors
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