Top Wisconsin Financial Services Companies (74)
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...
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...
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...
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,...
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...
At Aqua Finance, we help families from coast-to-coast experience life to the fullest by making clean water, home renovations, and the great outdoors more affordable and accessible. With our network of over 5,000 dealers, contractors, and retailers, we deliver flexible and consumer-friendly financing programs so families can bring their dreams to life. By taking a comprehensive approach to how we assess...
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...
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...
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...
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
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...
SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 240+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. We offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management. Our bankers care about our customers and each other – and it shows. We’re proud...
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,...
Ariel Investments is headquartered in Chicago, with offices in New York City, San Francisco, and Sydney. We serve individual and institutional investors through our no-load mutual funds and separate accounts. Since our founding in 1983, we have been disciplined long-term investors. This defining characteristic is the cornerstone of our investment philosophy, and symbolized by our turtle logo and the firm’s...
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...
gener8tor’s turnkey platform for the creative economy connects startup founders, musicians, artists, investors, universities and corporations. The gener8tor platform includes pre-accelerators, accelerators, corporate programming, upskilling, conferences and fellowships. gener8tor is a proud member of the Global Accelerator Network (GAN) and is sponsored by American Family Insurance. gener8tor is also a GOLD-tier accelerator in the U.S. as ranked by the Seed Accelerator...
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...
Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. It automates and standardizes core deal analyses to help investment teams move faster and reduce spreadsheet risk.
Banco Santander (SAN SM, STD US, BNC LN) is a leading commercial bank, founded in 1857 and headquartered in Spain and one of the largest banks in the world by market capitalization. The group’s activities are consolidated into five global businesses: Retail & Commercial Banking, Digital Consumer Bank, Corporate & Investment Banking (CIB), Wealth Management & Insurance and Payments (PagoNxt...
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...
