Our results

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.

Financial overview


Fiscal year 2022 net revenue


Increase from fiscal year 2021

Net revenue by service

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Net revenue FY18 - FY22

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Our people


partners and principals

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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

Strategic growth

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.


Chicago, IL

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.


Philadelphia, PA

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

Alpharetta, GA

November 18, 2021

Wipfli Financial Advisors acquired Redwood Wealth Management, a fee-only, independent advisory firm with $300 million assets under management.

Industry recognition

In FY22, Wipfli and Wipfli Financial Advisors were honored with prestigious awards from top industry publications and technology partners. These wins reflect our commitment to listening to our clients, exceeding their needs and acting as their trusted advisors.

“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


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Our deep connection and commitment to clients, associates and our community continue to inspire us to drive the success of our firm.

See also  Wipfli Annual Report, 2020-2021