HR Execs on the Move

Wipfli Financial Advisors

www.wipflifinancial.com

 
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Validus Capital

The name Validus means “strong, healthy, well” and reinforces our unwavering commitment to the immediate and ongoing financial strength, wellness, and confidence of our clients. We care deeply about the well-being of each client we serve – collaborating as stewards to help manage complexities and propelling the accomplishment of unique and evolving goals through comprehensive advisory, wealth management, private fund and bespoke family office services. Most importantly, we firmly believe that trust is the cornerstone of all strong and healthy relationships – earned through transparency and the relentless pursuit of our clients` best interests. At Validus Capital, we understand that trust is the foundation of all successful relationships, and we are committed to earning that trust by always operating with integrity, aligning all we do with our fiduciary guidelines and committing our dedicated team to deliver a world class service platform.

Nassau Educators Federal Credit Union

Nassau Educators Federal Credit Union is a Westbury, NY-based company in the Financial Services sector.

Dwolla

At Dwolla, our team is focused on building the ideal platform to move money. Businesses of all sizes trust the Dwolla Platform to connect them to the U.S. banking system.

Company Ventures

Company Ventures is a NYC-based seed stage venture firm that invests across industries, but has a focus on digital health, fintech, and enterprise. They provide a foundation for entrepreneurs building with purpose, and operate the Grand Central Tech Re...

The Dragonfly Foundation

The Dragonfly Foundation is a non-profit organization that supports families of pediatric cancer patients by building a network that connects Dragonfly families to each other and to the community, providing programs to enhance quality of life, enhancin...