Top Milwaukee, WI Financial Services Companies (29)

Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP...

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with...

WaterStone Bank, established in 1921, offers a full suite of personal and business banking products. The community bank has branches in Wauwatosa/State St, Brookfield, Fox Point/North Shore, Franklin/Hales Corners, Germantown/Menomonee Falls, Greenfield/Loomis Rd, Oak Creek/27th St, Oak Creek/Howell Ave, Oconomowoc/Lake Country, Pewaukee, Waukesha/Brookfield, West Allis/Greenfield Ave, West Allis/National Ave, and Milwaukee/Oklahoma Ave. Member FDIC | Equal Housing Lender WaterStone Bank is...

Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The...

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to...

Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our...

Grant Thornton New Zealand is a leading professional services firm providing audit, tax, and advisory services to dynamic organizations across New Zealand. With a team of over 300 professionals, the firm combines local insight with global connectivity through the Grant Thornton International network. They are known for a collaborative, client-centered approach, delivering practical solutions that help businesses improve performance, grow...

GT Independence is a national leader in financial management (FMS) services, built by a family, for families. We started out as a single family, and we've grown into a national company that serves tens of thousands of people across the United States. But we haven’t forgotten our roots. GT is still a family-owned company—and we’re also a disability-owned and led organization...

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the...

MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over...

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset...

Founded in 1977, Cohen & Co is a top tax and accounting firm recognized by USA TODAY. The company provides top-tier tax, assurance, and advisory services to a diverse range of clients, including privately held companies, public and private funds, fund service providers within the asset management industry, and Fortune 1000 multinational enterprises across the United States and internationally.

Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to...

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of...

Old National is a regional bank with substantial assets, based in the Midwest. Our dual headquarters are in Chicago, Illinois, and Evansville, Indiana. Since our founding in 1834, we have kept the heart, culture and DNA of a smaller community bank. We are proud to have strong relationships with our clients and communities and an inclusive work environment that empowers...

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs...

Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions...

Fiserv, Inc. (NYSE: FI) is a leading global provider of payments and financial services technology solutions, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit www.fiserv.com.

CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million...