Wipfli
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IvaraX Analysis
Wipfli is an established top 25 advisory firm offering a broad spectrum of professional services from traditional accounting and assurance to modern digital transformation solutions. The firm combines deep industry expertise with technology partnerships to serve mid-market and emerging organizations across numerous sectors.
Key Strengths
- +Extensive industry coverage spanning 12+ specialized sectors
- +Full-service capabilities from traditional CPA services to cutting-edge digital solutions
- +Strong enterprise software implementation expertise across multiple platforms
- +Robust risk advisory and compliance services for regulated industries
- +Significant scale with 3,000+ associates and 54,000+ client relationships
Ideal For
- →Mid-market organizations seeking comprehensive advisory and technology services
- →Companies in regulated industries requiring compliance and risk management expertise
- →Businesses undergoing digital transformation needing ERP and CRM implementations
- →Organizations looking for a single provider to address accounting, tax, and consulting needs
Things to Consider
- !The firm's broad service scope may be more than needed for organizations with narrow, specialized requirements
- !As a large firm primarily focused on mid-market clients, very small businesses or large enterprises may find better-fit providers
- !Prospective clients should verify specific industry and technology expertise relevant to their particular needs
About Wipfli
Wipfli is a top 25 advisory firm in the United States, delivering comprehensive professional services through its dual-entity structure of Wipfli LLP and Wipfli Advisory LLC. With over 3,000 associates serving more than 54,000 clients, the firm provides assurance, tax, consulting, and digital technology solutions across a diverse range of industries including financial services, healthcare, manufacturing, construction, and nonprofits. Built on a strong CPA foundation, Wipfli has evolved into a full-service advisory firm capable of addressing complex business challenges for emerging and mid-market organizations. The firm's service offerings span risk advisory, cybersecurity, data analytics, enterprise software implementations, and wealth management. Their digital practice includes partnerships with leading technology platforms such as Microsoft, Salesforce, Oracle NetSuite, and Sage Intacct. Wipfli differentiates itself through its commitment to creating lasting, positive impact on clients, associates, and communities. The firm maintains a broad geographic presence with multiple locations and emphasizes values-driven service delivery through what they call 'The Wipfli Way,' focusing on diversity, equity, inclusion, and community service.
Why Choose Wipfli
- Top 25 advisory firm with deep expertise across multiple industries and service lines
- Comprehensive service portfolio spanning assurance, tax, consulting, and digital technology
- Strong technology partnerships with Microsoft, Salesforce, Oracle NetSuite, Sage Intacct, and other leading platforms
- Dedicated focus on emerging and mid-market organizations with tailored solutions
- Proven track record serving over 54,000 clients with 3,000+ associates
Services
Audit and AssuranceTax ServicesRisk AdvisoryESG ServicesForensic AdvisoryCybersecurityData & AnalyticsDigital StrategyEnterprise SolutionsERP ImplementationCRM ImplementationAI ServicesManaged ServicesWealth ManagementTransaction AdvisoryInvestment BankingValuation Services
Technologies
Microsoft Dynamics 365Microsoft Power BIMicrosoft FabricMicrosoft AzureMicrosoft Office 365Microsoft 365 CopilotSalesforceSalesforce AgentforceOracle NetSuiteSage IntacctQlikSnowflakeBoomiMuleSoftCreatioQuickBooksProcore
Tech Stack(detected from website)
Microsoft Dynamics 365Microsoft AzureMicrosoft Power BIMicrosoft FabricSalesforceOracle NetSuiteSage IntacctQlikSnowflakeBoomiMuleSoftProcoreCreatio
Categories
Company Info
- Headquarters
- Milwaukee, WI, US
