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Top Milwaukee, WI Financial Services Companies (7)

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Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
6 Offices
3,000 Employees

Wipfli Digital offers more than digital solutions. We bring clarity. As part of Wipfli, we combine the sizable consulting and technology expertise of a top firm with a level of personal commitment and care that’s a true extension of our clients' teams. Our focus: Helping businesses thrive — today and into the future.


Fintech • Insurance • Financial Services
2 Offices
8,400 Employees

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 a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/


Fintech • Financial Services
4 Offices
374 Employees

Experience. The Advantage. We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction. First Business Financial Services, Inc. is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage.


Fintech • Insurance • Financial Services
6 Offices
10,202 Employees

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 policies and $35 billion in total assets. Our 3,400 associates, 5,000 exclusive agents and 4,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth. At CNO, we're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you.


Financial Services
Pewaukee, Wisconsin, USA
8,514 Employees

Waterstone Mortgage Corporation has maintained a reputation for exceptional service and competitive mortgage financing since our inception in 2000. Since then we’ve grown to one of the largest mortgage lenders in the country with over 800 employees, branch locations in 29 states, and the ability to lend in 47 states. We are a wholly owned subsidiary of WaterStone Bank SSB (NASDAQ: WSBF) with assets of more than $1.8 billion. With this structure, we are able to offer our clients all of the benefits of an independent mortgage lender, as well as the portfolio products of a bank. Waterstone Mortgage Corporation is a premier residential mortgage lender helping families and individuals achieve their homeownership dreams. We distinguish ourselves from our competitors through honesty, integrity and the willingness to assure the complete satisfaction of every individual we serve. NMLS# 186434, Equal Housing Lender For Disclosures and Licenses, please visit: www.waterstonemortgage.com/Disclosures-and-Licenses.aspx


Financial Services
Brookfield, Wisconsin, USA
11 Employees

MesaBilling makes medical billing easy. *We tailor our services to each provider, streamlining the billing process and improving cash flow. *Our senior accountants and attorneys will be your advocate to maximize your reimbursements. *Using our sophisticated billing software, providers are able to access their financial statistics, update and retrieve patient records, or schedule appointments from any location with an internet connection.


Financial Services
Port Washington, Wisconsin, USA
175 Employees

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 8,500 plan sponsors with more than $8.5 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.