Wipfli Financial Advisors Asset Profile

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Year established

1999

Location

Milwaukee WI US

Primary Industry

Financial Services

About

Based in Wisconsin, US, and founded in 1999, Wipfli Financial Advisors operates as a wealth management company that offers investment management services. In August 2022, Creative Planning, LLC, a portfolio company of General Atlantic, agreed to acquire Wipfli Financial Advisors, LLC from Wipfli. As of 2022, the company’s CEO is Jeff Pierce, and it has 95 employees. Wipfli Financial Advisors offers a wide range of financial advisory services to individuals and families. The services offered by the company include retirement plan services, insurance services, risk management services, management advisory services, fiduciary services, consulting services, investment management services, financial planning services, family office services, and more.

Current Investors

Creative Planning, LLC

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking, Insurance

Website

www.wipflifinancial.com

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Wipfli Financial Advisors	17 Aug 2022

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