We measure success not only through our impact on our associates, clients and communities but also through the impact our strategic industry growth and expanded services have on our firm’s finances.
Fiscal year 2022 net revenue
Increase from fiscal year 2021
Net revenue by service
Our results - Financial Overview Bottom Image
Net revenue FY18 - FY22
Our results - Financial Overview Right Image
partners and principals
Connecting to our clients
Our client experience index is a progressive approach that allows us to evaluate the individual components of client satisfaction, including the effectiveness and value of the service provided as well as emotion — how clients feel about their experience and relationship with Wipfli. Truly listening to them on a deeper level allows us to connect more authentically and strengthen the client experience.
total clients in FY22
new clients in FY22
CX index score
A continued core part of our success is strategic growth. In FY22, we expanded our geographical reach, services and industry expertise through the following mergers and acquisitions:
West Chester, PA
February 15, 2022
Specializes in enterprise data management (data warehousing, integration and governance), analytics and enterprise performance management solutions with focused experience in the healthcare and financial service industries.
February 15, 2022
Specializes in business intelligence, data analytics, machine learning and predictive analytics solutions to the healthcare, manufacturing, financial services, food service/manufacturing and distribution/logistics industries.
December 2, 2021
Specializes in full-service CPA services, including tax, audit and assurance, and business advisory services to clients in the Philadelphia area.
Redwood Wealth Management
November 18, 2021
Wipfli Financial Advisors acquired Redwood Wealth Management, a fee-only, independent advisory firm with $300 million assets under management.
- NYDIG preferred partner
- 2021 Bob Scott’s VAR Stars
- MarCom Awards
- Hermes Creative Awards
- MuleSoft partner program
- #5 on Construction Executive’s Top 50 firms
- 2021 Microsoft Nonprofit Partner of the Year
- New North Workplace Excellence Award
- Accounting Today Wealth Magnet
- Financial Advisor’s top RIAs list
- ThinkAdvisor Executive Leadership Luminary
“These awards are a testament to the superior work our associates put in each and every day. They remind us what’s good about Wipfli and why we are proud to work here.”
— Kelly Fisher, practice leader