Wipfli

About

Wipfli is an audit, tax and advisory firm. Its services include assurance, tax, risk advisory, transaction advisory and investment banking, business outsourcing, strategy and operations, technology consulting and private client services. In financial services it works with asset managers, banks, broker-dealers, credit unions, insurers, insurtechs, private equity, specialty finance companies, wealth managers and fintechs. For fintech companies it offers outsourced back-office services, assurance, organisational performance consulting, risk advisory, digital and tax services, and its team has worked with both financial institutions and the fintech companies that serve them. Wipfli LLP is a licensed independent CPA firm providing attest services, while Wipfli Advisory LLC, whose CEO is Kurt Gresens, provides tax and business consulting services.