The Wipfli Foundation

What The Wipfli Foundation does

Wipfli is a top-20 national accounting, tax, and advisory firm headquartered in Milwaukee, Wisconsin, operating since 1930 under an alternative practice structure comprising Wipfli LLP (the licensed CPA firm providing attest services) and Wipfli Advisory LLC (tax and business consulting). The firm serves middle-market organizations across 15+ industry verticals including financial services, manufacturing, healthcare, nonprofits, tribal gaming, private equity, construction, technology, distribution, retail, real estate, education, governments, insurance, and consumer products. Its professional services portfolio spans audit and assurance, tax (federal, state, international, strategic), risk advisory (including ESG, forensics, fraud investigation, governance and compliance), transaction advisory (M&A buy/sell-side, valuation, and investment banking through WCF Advisors), business outsourcing (finance, accounting, HR, technology, C-suite), and organizational performance consulting.

The firm has built a sizable technology consulting practice delivering AI services, cybersecurity, data and analytics, digital strategy, enterprise solutions, application modernization, and managed services, anchored by core-tier partnerships with Microsoft, Salesforce, Oracle NetSuite, and Sage and supported by a broader ecosystem (Boomi, MuleSoft, Snowflake, Tableau, Qlik, Power BI, HubSpot, Creatio, Procore, ConnectWise). Proprietary offerings include Intouch, a manufacturing execution and analytics solution, and Wipfli Move, a Salesforce-based CRM for homebuilders, alongside Wipfli Marketplace integration connectors for Sage Intacct, Dynamics, and NetSuite. Office presence spans 10+ U.S. states with offshore delivery capability in India and the Philippines.

Wipfli generates revenue through custom, engagement-based professional services fees billed across multi-year contracts, with revenue streams diversified across audit/assurance, tax, consulting, technology implementation, and recurring managed services. Distribution combines partner-led direct sales, an extensive technology partner channel that resells and implements enterprise software, and event- and referral-driven demand generation, including a marketing partnership with the Philadelphia Eagles. Recent strategic activity includes the CompliancePoint acquisition for cybersecurity expansion, a CTO appointment, a Head of Corporate Development role, 12 partner promotions, and the formal launch of AI services practices, all in 2026.

Name

The Wipfli Foundation

Legal name

Wipfli LLP

Website

https://wipfli.com

Company type

Private

Founded year

1930

Operating status

Operating

Headcount range

1–10 employees

Short description

Wipfli is a top-20 national accounting, tax, and advisory firm serving middle-market organizations across 15+ industries with audit, tax, consulting, technology implementation, managed services, and transaction advisory capabilities.

Ownership category

akta.pro rank

Product category

Corporate Philanthropic Foundation

NAICS

Grantmaking Foundations (813211)

SIC

Services-Social Services (8300)

akta.pro industry

PRIMARYBPAGAKAC

Corporate Foundations & CSR Grantmaking

Business & Public Services/Nonprofit, NGO & Social Services/Philanthropy, Foundations & Grantmaking

SECONDARYBPAGAKAA

Private Foundations

Business & Public Services/Nonprofit, NGO & Social Services/Philanthropy, Foundations & Grantmaking

SECONDARYBPAGAKAE

Public Charities & Grantmaking Intermediaries

Business & Public Services/Nonprofit, NGO & Social Services/Philanthropy, Foundations & Grantmaking

Keywords

• Corporate philanthropy
• Nonprofit support
• Community grants
• Charitable foundation
• Nonprofit partnerships

Headquarters

HQ city

Kalispell

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Others, Personnel, Operations

Revenue model

1. Professional Services - Audit and Assurance: Traditional audit and assurance services providing financial statement audits, compliance audits, and attestation services to clients across all industry verticals.
2. Tax Services: Comprehensive tax advisory including federal, state, and international tax services, credits and incentives, strategic tax planning, and tax compliance for individuals and organizations.
3. Consulting and Advisory: Management consulting, strategy and operations advisory, performance management, leadership development, and business transformation services.
4. Business Outsourcing: Outsourced finance and accounting, human resources, technology, and operations services provided to mid-market clients on a recurring basis.
5. Technology Implementation: Implementation and integration services for enterprise software platforms including ERP, CRM, and data analytics solutions. Revenue generated through project-based professional services fees.
6. Transaction Advisory: Buy-side and sell-side M&A advisory, investment banking, and valuation services for business transitions and transactions.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

The Wipfli Foundation is a corporate philanthropic foundation that supports a wide range of nonprofit organizations through charitable giving and community involvement. Founded in 2005 and based in Milwaukee, the Foundation is dedicated to making a lasting, positive impact by funding and partnering with nonprofit organizations across communities where Wipfli operates.

Product overview

Wipfli is a national accounting, tax, and advisory services provider offering a comprehensive portfolio of professional services and technology solutions. The firm's technology consulting practice provides AI services, cybersecurity, data & analytics (including Microsoft Power BI, Tableau, Qlik, Snowflake, and the proprietary Intouch production monitoring solution), digital strategy, enterprise solutions (implementing ERP systems like Microsoft Dynamics 365, Oracle NetSuite, Sage Intacct, and CRM platforms including Salesforce and HubSpot), application modernization, and managed services. Wipfli also offers iPaaS solutions through Boomi, DataBlend, and MuleSoft integrations. The firm serves middle-market organizations across industries including construction, consumer products, distribution, education, financial services, healthcare, manufacturing, nonprofits, private equity, real estate, retail, technology, and tribal gaming. The technology services are complemented by core professional services including audit and assurance, tax advisory, risk advisory, transaction advisory, business outsourcing, and organizational performance consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Nonprofit Grants and Charitable Giving

Named customers3 records

Segments9 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

AI capability5 records

Feature1 record

Partnerships

17 partnerships are on record, tiered core and supporting.

• MicrosoftcoreTechnology or IntegrationMajor technology partner for enterprise software implementations including Microsoft Dynamics 365 (Business Central, GP, SL, PSA), Microsoft Azure, Microsoft Office 365, Microsoft 365 Copilot, and Microsoft Fabric. Wipfli implements and resells Microsoft solutions to clients.
• SalesforcecoreTechnology or IntegrationTechnology partner for CRM implementations including Salesforce, Salesforce Agentforce, and HubSpot. Wipfli provides implementation, customization, and integration services.
• Oracle NetSuitecoreTechnology or IntegrationAuthorized NetSuite implementation partner providing ERP deployment, customization, and support services to mid-market clients.
• SagecoreTechnology or IntegrationPartner for Sage Intacct and Sage 100 implementations serving accounting and financial management needs of clients.
• BoomisupportingTechnology or IntegrationIntegration platform partner for iPaaS solutions enabling connected enterprise architectures for clients.
• DataBlendsupportingTechnology or IntegrationFinancial data integration partner for automated reporting and analytics solutions.
• MuleSoftsupportingTechnology or IntegrationIntegration partner for API-led connectivity and enterprise integration projects.
• QliksupportingTechnology or IntegrationData analytics and business intelligence partner for visualization and reporting solutions.
• SnowflakesupportingTechnology or IntegrationCloud data platform partner for enterprise data warehouse and analytics implementations.
• TableausupportingTechnology or IntegrationData visualization partner for business intelligence and reporting solutions.
• Power BIsupportingTechnology or IntegrationMicrosoft business intelligence partner for self-service analytics and reporting.
• HubSpotsupportingTechnology or IntegrationCRM partner for inbound marketing and sales automation implementations.
• CreatiosupportingTechnology or IntegrationCRM and process automation partner for low-code business application development.
• ProcoresupportingTechnology or IntegrationConstruction management software partner for project management and field operations solutions.
• ConnectWisesupportingTechnology or IntegrationIT management software partner for technology stack management and automation.
• AMTsupportingTechnology or IntegrationTechnology partner for specific managed services and technology solutions.
• Philadelphia EaglessupportingGTM or Marketing PartnerProfessional sports partnership providing brand visibility, community engagement, and marketing exposure. Partnership extended into 2025.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Grant Thornton Foundation: Charitable foundation of Grant Thornton US, a top-7 US accounting firm. Comparable as a corporate foundation associated with a peer-sized professional services organization.
• Deloitte Foundation: Philanthropic arm of Deloitte, one of the Big Four accounting/advisory firms. Directly comparable as a corporate foundation associated with a major US professional services firm, supporting education, workforce, and nonprofit initiatives.
• EY Foundation: Philanthropic entity tied to Ernst & Young in the US. Comparable as a corporate foundation sponsored by a Big Four professional services firm, focused on workforce development and community impact.
• KPMG US Foundation: US charitable foundation of KPMG. Directly comparable as a Big Four-affiliated corporate foundation supporting education and community programs.
• RSM US Foundation: Philanthropic arm of RSM US, a top-6 US accounting firm serving middle-market clients — the closest direct peer to Wipfli given similar mid-market focus and firm scale.
• Plante Moran Foundation: Philanthropic foundation of Plante Moran, a major US accounting and advisory firm. Highly comparable as a corporate foundation tied to a peer mid-market professional services firm.
• CliftonLarsonAllen (CLA) Foundation: Foundation of CLA, a top-10 US accounting firm serving middle-market and private clients. Comparable structure as a corporate foundation within a similarly positioned professional services peer.
• PwC Charitable Foundation: Charitable foundation of PwC US, another Big Four firm. Comparable structure as a corporate foundation backing nonprofit and education initiatives, with similar funding sources tied to a major audit/tax/advisory parent.
• Baker Tilly Foundation: Charitable arm of Baker Tilly, a top-15 US advisory firm serving middle-market organizations — closely comparable to Wipfli's market position and foundation structure.
• BDO USA Foundation: Foundation associated with BDO USA, a top-10 US accounting firm. Directly comparable as a mid-tier professional services firm foundation serving community and education causes.

Market position

Strengths4 records

Weaknesses3 records

Competitive moat5 records

Key risks4 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/wipfli

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Wipfli Foundation