Top Wisconsin Financial Services Companies (123)
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...
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings &...
Bank of Luxemburg is proud to be a community bank owned by shareholders in the area. We have years of local decision making expertise, catering to the local communities we serve. We are here for our customers through all stages in life, helping to manage life changing events. Trusted advisors support our customers. Bank of Luxemburg offers both convenience and...
TRICOR Insurance is a leading independent insurance agency ranked among the top 100 in the United States. It provides a wide array of personal, commercial, and employee benefits insurance products. The agency serves a diverse clientele ranging from individuals and families to schools and municipalities, focusing on delivering tailored risk management solutions through industry-specific expertise.
German American Bancorp is a financial holding company whose banking subsidiary, German American Bank, serves individuals and businesses across Indiana, Kentucky, and Ohio. It offers banking and wealth-management services through a network of local offices; in Columbus and Greater Cincinnati it operates as Heartland Bank, a division of German American Bank. Founded in Jasper, Indiana, the organization emphasizes helping employees,...
Blackhawk Community Credit Union is a member-owned cooperative financial institution serving southern Wisconsin and northern Illinois. It helps individuals and businesses with checking and savings, debit and credit cards, consumer and mortgage loans, business banking, wealth management, and 24/7 digital banking. Its mission is to empower members to reach their financial goals through personalized local service, competitive rates, and community-focused...
Our Commitment to Employees: We foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to personally and professionally thrive. We are proud to share our success with our employees and those we serve. Serving more than 477,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $5.0 billion in assets...
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...
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...
Diversified Benefit Services, Inc. (DBS) is a Wisconsin-based, industry-leading third-party administrator (TPA) established in 1987. The company specializes in providing comprehensive plan design and reimbursement strategies, along with communication and enrollment solutions for various tax-advantaged benefit plans, including Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), Health Savings Accounts (HSAs), ICHRAs, and COBRA.
Our mission is to welcome all regardless of wealth; provide outstanding value and exceptional service; work with members experiencing financial challenge; and remain financially strong. CoVantage Credit Union came into business in 1953. From the beginning, CoVantage has been member-owned and operated, with a philosophy of doing business for "people-not-profit" that still holds true today. Over the years, we’ve grown significantly, with...
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...
Landmark Credit Union is a not-for-profit financial cooperative focused on serving its members by delivering great rates and low fees, providing personal service, and investing in improved member experiences.
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...
State Collection Service, Inc. is a debt collection agency specializing in healthcare receivables, providing services such as early out, bad debt placement, and insurance follow-up for healthcare providers.
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate...
Listed below are the two entities that make up SVA, a highly diversified, independent professional services firm. Each entity provides their own unique service offerings and expertise, yet all work in concert to achieve our clients’ individual and business goals. • SVA Certified Public Accountants, S.C. • SVA Consulting, LLC The cornerstone of SVA’s core values is to serve people better,...
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...
Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp’s clients range from privately held organizations to individuals and nonprofits. We specialize in industries including construction and real estate, dental practices, home health...
