Top Financial Services Companies in Minneapolis, MN (56)
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...
Wipfli's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue has increased across FY24–FY26 with consecutive year-over-year gains, indicating steady top-line momentum. Company disclosures describe this as “purposeful” and oriented toward sustainable long-term growth alongside expansion in advisory and technology.
Investor Backing & Capital Strength: A strategic minority investment from New Mountain Capital was secured to accelerate growth, fund technology and talent, and support acquisitions. This signals enhanced capital resources to pursue the firm’s expansion agenda.
Product Line Growth: Capabilities have broadened through acquisitions and internal investment, adding areas such as cybersecurity, privacy, risk, digital transformation, and technology services (e.g., CompliancePoint and Harbour Results transactions). New leadership roles focused on growth, sales, and corporate development reinforce the expanding services mix.
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...
Grant Thornton LLP (US)'s Top Stability & Growth Strengths
Investor Backing & Capital Strength: A growth-oriented private equity investment from New Mountain Capital (with minority investments from CDPQ and OA Private Capital) in 2024 supplied an “investment war chest” to accelerate technology, AI-enabled services, talent acquisition, and strategic expansion. This capital base also underpins the multinational platform strategy and the announced CBIZ deal.
Market Expansion: Grant Thornton Advisors announced a $5.0 billion acquisition of CBIZ that, upon closing, would lift the U.S. platform past $5 billion in domestic revenue and expand brand reach. The Advisors arm also combined with Grant Thornton Ireland in 2025 and has since grown its European footprint, signaling inorganic and international momentum.
Strong Market Position & Advantage: The firm is consistently ranked among the top U.S. accounting and professional services firms, operates across numerous U.S. offices, and is a premier leader for the mid‑market and private‑equity segments. Its inclusion among the small set of firms subject to annual PCAOB inspection underscores national scale and capital‑markets relevance.
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Founded in 1895, the firm is headquartered in Minneapolis with more than 50 offices across the U.S. and in London, Aberdeen and Hong Kong. We offer a full suite of products to serve our clients’ business life cycle needs, geographic reach...
Piper Sandler's Top Stability & Growth Strengths
Strong Revenue Growth: Reported results show sustained top-line increases, including a double-digit rise in 2024 and a further step-up in 2025 with record advisory revenues and broader business-line gains. Early 2026 results and a raised dividend indicate momentum continuing into the new year.
Profitability: Margins expanded with the compensation ratio improving in 2024 and adjusted operating margin rising again in 2025, alongside higher net income and adjusted EPS. Shareholder returns such as increased dividends underscore confidence in earnings durability.
Strong Market Position & Advantage: Consistent top rankings in U.S. middle‑market and bank M&A, leadership in select energy and municipal niches, and deep sector expertise support durable competitive positioning. Recognition as a fast-growing middle‑market investment bank and strong research visibility reinforce its standing in chosen segments.
At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan...
We are the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships. We are building the best culture in the business. As a business that is...
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
JLL's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue expanded across 2024–2025, with multiple lines accelerating and management describing 2025 as reaching “new highs.” Real Estate Management Services is highlighted as growing year over year and providing a large, recurring base.
Healthy Cash Flow: Operating cash flow reached a record level in 2025 and free cash flow was also high, supporting capital return activity such as share repurchases. Cash generation is framed as strengthening alongside profitability and growth.
Diversified Revenue Streams: A larger recurring management-services base is described as stabilizing and supporting investment through cycles, while transactional businesses (leasing and capital markets) also rebounded. Variation within segments (e.g., softer proptech alongside stronger core lines) indicates multiple contributors rather than reliance on a single engine.
van den Boom & Associates is an accounting and finance services firm that specializes in supporting life science companies through part-time accounting and finance support and SOX implementations and compliance. Since our inception in 2014, we have successfully partnered with over 250 companies at various stages of development including start-up through liquidity and post transaction and bring this vast experience...
Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite...
For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout...
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...
With roots tracing back to 1879, Alerus is a diversified financial services company. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, ND, the Minneapolis-St. Paul, MN metropolitan...
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored...
Bridgewater Bank (Nasdaq: BWB) has a great entrepreneurial story to tell. It all started with a vision in 2005. That vision was to create a full-service, entrepreneurial bank where answers came quickly, opportunities were plentiful, and the environment was positive and optimistic. It would be an unconventional bank where clients would notice a difference and people would be challenged to...
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you...
At Sunrise Banks, our success relies on the success of the communities we serve. We believe that where you bank matters. That’s why it’s our mission to be the most innovative bank empowering financial wellness. As a socially responsible bank, we offer financial products that aim to better the lives of our clients in Minnesota, South Dakota, and beyond. Since 1986,...
Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range...
RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services...
RSM US LLP's Top Stability & Growth Strengths
Strategic Partnerships: The transatlantic partnership effective January 1, 2026 unites RSM US with the UK, Canada and Ireland (with integrated teams in India and El Salvador), forming an approximately $5B, ~23,000‑professional platform aimed at accelerating growth. Subsequent steps—such as an agreement in principle for RSM Mexico to join in June 2026—further expand the combined footprint.
Innovation-Driven Growth: A $1 billion, multi‑year AI and digital investment announced in 2025—and reiterated in 2026 materials—positions the firm to enhance productivity and build new tech‑enabled solutions. Leadership appointments in 2026 to scale digital and managed services align operating capacity to this program.
Strong Market Position & Advantage: The firm is ranked No. 5 in the U.S. and is widely recognized as a leading middle‑market provider, signaling national‑scale reach and brand strength. Headcount expansion indicators through mid‑2026 and a broadened cross‑border platform support durable competitiveness.
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...
Old National Bank's Top Stability & Growth Strengths
Market Expansion: Successive acquisitions (First Midwest in 2022; CapStar in 2024; Bremer in 2025) expanded the footprint across the Midwest and into the Mid-South/Upper Midwest, including new strength in markets like Nashville and the Twin Cities.
Profitability: Record 2025 adjusted earnings and EPS are highlighted alongside solid profitability metrics, indicating the larger franchise is translating into earnings momentum.
Cost & Operational Efficiency: Improving efficiency is emphasized, including a record adjusted efficiency ratio and cited cost saves from the Bremer integration.
Longevity Holdings is a Minneapolis-based, private equity-backed data and analytics company backed by Cornell Capital. Its portfolio of market-leading businesses provides data, analytics, medical underwriting, death audit and locate services, life insurance trust management, and policy services to life insurers, reinsurers, pension funds, banks, TPAs, and asset managers, helping clients address the challenges and opportunities of an aging population.


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