Wipfli

Wipfli

Accounting, consulting, and advisory services provider

Overview

Wipfli provides accounting, business consulting, technology, and advisory services to organizations. It grew from a 1930s single-accounting shop into a national firm with separate attest (Wipfli LLP) and advisory (Wipfli Advisory LLC) practices, combining traditional accounting with strategy, technology, and industry-specific expertise (including tribal and gaming accounting). Its growth comes from a mix of steady expansion, acquisitions, and a 2025 minority investment from New Mountain Capital to fund talent, geographic reach, and further acquisitions. The firm differentiates itself by blending accounting with advisory services across industries and offering specialized niches, aiming to help clients improve performance, manage risk, and grow.

Significant Headcount Growth

About Wipfli

Simplify's Rating
Why Wipfli is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Industrial & Manufacturing

Financial Services

Healthcare

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Milwaukee, Wisconsin

Founded

1930

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Simplify's Take

What believers are saying

  • Wipfli hired CTO John Rosenbaum on June 16, 2026 to modernize technology.
  • Kristy Britt became CFO and partner on July 14, 2026, sharpening finance execution.
  • Wipfli will move 169 employees downtown Milwaukee in 2026, signaling hiring momentum.

What critics are saying

  • Wipfli's New Mountain deal pressures margins after closing and pushes aggressive growth.
  • Creighton Federal Credit Union sued Wipfli in 8:25-cv-00198, exposing audit liability.
  • A PE-backed accounting roll-up risks partner defections and a 2027 breakup into sellable parts.

What makes Wipfli unique

  • New Mountain Capital's August 1, 2025 minority stake funds growth without partner control.
  • Wipfli's tribal gaming and nonprofit practices anchor specialized, recurring advisory demand.
  • The firm combines attest, tax, and advisory under a 2025 alternative practice structure.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

401(k) Company Match

Flexible Work Hours

Family Planning Benefits

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

13%

1 year growth

13%

2 year growth

15%
PR Newswire
Aug 13th, 2026
Tribal gaming revenue up 16% but profit margins slip to 24.50% on rising costs

Tribal casinos in the US generated strong revenue growth in 2025, with average casino revenue increasing by $14 million, or 16% year over year, according to Wipfli's 28th Annual Indian Gaming Cost of Doing Business Report. However, rising operating costs limited profitability gains. The study of 113 tribal casinos across 18 states found that average operating expense margins increased from 73.59% to 74.50% of revenue, whilst average net profit margins declined from 26.12% to 24.50%. Despite margin compression, approximately 25 cents of every revenue dollar remains available to support tribal government programmes and community services. The report identified gaming revenue growth driven by strong customer demand, but noted widening performance gaps between urban and rural properties. Tribal gaming balance sheets remained healthy, allowing continued reinvestment in operations and communities.

BizTimes Media
Aug 7th, 2026
BizTimes editor talks on Channel 12 about Wipfli's plans to move its HQ downtown.

BizTimes editor talks on Channel 12 about Wipfli's plans to move its HQ downtown. Aug 7, 2026 12:05 pm Subscribe to BizTimes Daily - Local news about the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin. BizTimes editor Andrew Weiland joins the 4 p.m. newscast on WISN-TV Channel 12 each week to discuss the latest business headlines in southeastern Wisconsin. He made an appearance on Wednesday to talk about accounting firm Wipfli's plans to move its corporate headquarters from Wauwatosa to downtown Milwaukee. See the full appearance here: - Advertisement -

Mainebiz
Aug 4th, 2026
Wipfli promotes Danielle Martin to partner.

Wipfli promotes Danielle Martin to partner. August 4, 2026 Wipfli is pleased to announce the promotion of Danielle Martin to partner in the firm's audit and nonprofit practice. With more than 25 years of experience serving nonprofit organizations, Danielle provides audit, accounting, tax, and compliance services to clients across the country. She specializes in serving community action agencies and other mission-driven organizations, helping them navigate complex financial and regulatory requirements. Danielle leads audit engagements, supports business development efforts throughout the Northeast, and serves as a trusted advisor to clients and colleagues. She is recognized for her technical expertise, commitment to quality, mentoring professionals across the firm and dedication to building strong client relationships. Danielle Martin, CPA (207) 512-3427

AVAZ
Jul 29th, 2026
Wipfli to host Elevate 2026 workshop for tribal gaming finance teams - CDC Gaming.

Wipfli to host Elevate 2026 workshop for tribal gaming finance teams - CDC Gaming. Wipfli will host Elevate 2026: Streamlining the Path from Audit to Financials, a two-day in-person workshop designed for tribal gaming finance, audit and accounting leaders and team members August 26-27 at Graton Resort and Casino in Rohnert Park, California. Wipfli is a national accounting, tax, and advisory firm that works primarily with middle-market businesses across the United States. Elevate 2026 is a hands-on, end-to-end workshop focused on how tribal gaming organizations can improve accuracy, efficiency and control across the full revenue life cycle, from audit to financial reporting. The workshop is designed for organizations navigating increasing operational complexity, evolving technology and raising expectations around financial transparency and control. "Revenue processes in tribal gaming don't operate in silos, but are often managed that way," Wipfli Partner Grant Eve said in a statement. "Elevate 2026 is designed to bring audit, operations and finance together so teams can clearly see how decisions upstream affect reporting and controls downstream. That end-to-end understanding is critical as organizations move toward more automated environments and stronger risk management." Participants will work through entire revenue journeys and gain practical insights into how processes, people and technology intersect, including: * Gaming and non-gaming audits and how audit decisions influence downstream operations. * Cage operations and revenue flows, with an emphasis on strengthening controls and reducing risk. * Financial reporting alignment to help ensure operational activity translates into accurate, timely financials. * Transitioning from manual to automated environments without disrupting operations. * Change management strategies that support adoption across finance and operations teams. * The role of revenue audit software, DataBlend, and artificial intelligence in improving transparency, strengthening controls and reducing risk. The integrated approach is designed to help tribal gaming organizations "break down silos, improve consistency across teams and operate with greater confidence across the full revenue life cycle," according to a news release. Elevate 2026 is designed for tribal gaming professionals looking to improve internal controls, gain clarity on how audit and operations connect to financial reporting and better prepare their organizations for continued change. Continuing Professional Education credits will be available for eligible participants. Registration and additional event details are available here.

Wipfli
Jul 24th, 2026
Wipfli ranks No. 13 on 2026 VAR 100.

Wipfli ranks No. 13 on 2026 VAR 100. Friday, July 24, 2026 Wipfli has been ranked No. 13 on Accounting Today's 2026 VAR 100, the publication's annual ranking of the leading value-added resellers (VAR) and providers of accounting software and technology consulting services. The VAR 100 recognizes firms that help organizations implement, optimize and manage technology solutions to improve business performance. Published annually by Accounting Today, the ranking highlights the top firms in the accounting technology industry. "It's exciting to see our team recognized on Accounting Today's 2026 VAR 100," said Ken Kortas, partner at Wipfli. "This recognition is a reflection of the expertise our associates bring to clients every day and the strong relationships we've built along the way. We're proud of the work our teams are doing to help organizations make the most of their technology investments." Wipfli provides technology consulting services to organizations across industries, helping clients modernize systems, improve processes and make better business decisions through technology. The firm's offerings include ERP consulting, data and analytics, cybersecurity, cloud solutions, artificial intelligence and business applications.

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