Wipfli Financial Advisors - Ownership and Business Overview

Financial ServicesCompany

Wipfli Financial Advisors Ownership

Who owns Wipfli Financial Advisors?

Wipfli Financial Advisors is owned by Creative Planning. It was acquired on August 17, 2022.

Wipfli Financial Advisors Business Overview

Where is Wipfli Financial Advisors headquartered?

Wipfli Financial Advisors is headquartered in Wauwatosa, Wisconsin.

What sector is Wipfli Financial Advisors in?

Wipfli Financial Advisors is a financial services company.

When was Wipfli Financial Advisors founded?

Wipfli Financial Advisors was founded in 1999.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Wipfli Financial Advisors

Wipfli Financial Advisors LLC

10000 W Innovation Drive,
Wauwatosa, Wisconsin 53226
United States,
www.wipflifinancial.com

Wipfli Financial Advisors is a provider of fiduciary-focused financial advice available to the everyday investor. Wipfli Financial Advisors was founded in 1999 and is based in Wauwatosa, Wisconsin.


 Subscribe to unlock this and 208,055
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.