Family Office

Updated:

Wipfli Corporate Finance Advisors

Wipfli Corporate Finance Advisors provides investment banking services, including sell-side and buy-side M&A, capital raising, and financial advisory, to...

Wipfli Corporate Finance Advisors

Wipfli Corporate Finance Advisors provides investment banking services, including sell-side and buy-side M&A, capital raising, and financial advisory, to privately held middle-market companies with revenues from $10 million to $500 million. The firm serves sectors such as financial services, technology, construction, manufacturing, retail and distribution, healthcare, and business and professional services. As the corporate finance arm of Wipfli LLP, it draws on the parent company's tax, audit, and advisory resources to execute over 200 transactions exceeding $5 billion in value.

General information

Firm type

Family Office

Year founded

AUM

Location

Region

Country

United States

City

Milwaukee

Corporate office

Frequently asked questions

What is Wipfli Corporate Finance Advisors?

Wipfli Corporate Finance Advisors is a family office headquartered in Milwaukee, United States.

Where is Wipfli Corporate Finance Advisors headquartered?

Wipfli Corporate Finance Advisors is headquartered in Milwaukee, United States.

What does Altss track for Wipfli Corporate Finance Advisors?

Altss maintains an OSINT-verified profile of Wipfli Corporate Finance Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Wipfli Corporate Finance Advisors?

Wipfli Corporate Finance Advisors is classified by Altss as a Family Office, operating from United States.

How does Altss source intelligence on Wipfli Corporate Finance Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Wipfli Corporate Finance Advisors's Altss profile last updated?

Wipfli Corporate Finance Advisors's profile on Altss was last refreshed on May 30, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo