The 66 largest Financial Services companies in Wisconsin

Northwestern Mutualnorthwesternmutual.com

Financial planning and wealth management through life insurance, disability income, annuities, brokerage services, and discretionary portfolio management for over four million clients worldwide.

Bairdrwbaird.com

Provides wealth management, investment banking, asset management, equity research, public finance, and private equity services globally.

Associated Bankassociatedbank.com

Provides comprehensive financial products and services through over 200 locations across Wisconsin, Illinois, Minnesota, and loan offices in several other states.

Fairway Independent Mortgage Corporationfairwayindependentmc.com

Fairway Independent Mortgage Corporation provides personalized mortgage services nationwide with a focus on fast turn times and exceptional customer service

TruStagetrustage.com

Financially strong insurance, investment, and technology provider dedicated to helping people make confident financial decisions at every stage of life

CUNA Mutual Groupcunamutual.com

Financially strong insurance, investment, and financial services company focused on creating a more equitable financial system through community engagement and products

Hy Citehycite.com

A company founded in 1959 specializing in direct sales of high-quality home products like cookware, air purifiers, water filters, and cleaning systems

Johnson Financial Groupjohnsonfinancialgroup.com

Provides banking, wealth management, mortgage, leasing, and advisory services with strong community values and private family ownership.

Owner Operator Truck Driver

A financial services company based in Cadott, Wisconsin, specializing in owner operator truck driver services

Compeer Financialcompeer.com

Member-owned Farm Credit cooperative offering financial products and services to support agriculture and rural communities in Illinois, Minnesota, and Wisconsin

Landmark Credit Unionlandmarkcu.com

A customer-owned financial cooperative serving Southern Wisconsin, Northeastern Illinois, and businesses, offering exceptional rates, personalized service, and lower fees

JME Eden Enterprises DBA HR Block

A franchise-owned company specializing in tax preparation and bookkeeping services for small businesses

iLIFE Financial Management Servicesilife.org

Financial management services provider specializing in long-term health care programs, offering payroll processing, tax services, and resources for self-direction and independence

Waterstone Mortgage Corporationwaterstonemortgage.com

Provides innovative mortgage lending services with unique loan products and technology to simplify homeownership for customers.

Royal Credit Unionrcu.org

A credit union founded in 1964 to serve employees, now with over 300,000 members, focused on community values and providing financial assistance

TASC (Total Administrative Services Corporation)tasconline.com

Nationwide administrator of tax-advantaged health benefits plans, offering innovative tools and outstanding service to businesses of all sizes

Artisan Partnersartisanpartners.com

Global investment platform offering diverse, high value-added multi-asset strategies managed by autonomous teams for sophisticated institutional clients.

SVA | A Professional Services Companysva.com

A highly diversified professional services provider offering expert consulting and certified public accounting services to help clients achieve their individual and business goals

Aqua Finance, Inc.aquafinance.com

Helping families nationwide access affordable financing for clean water, home renovations, and outdoor products through a network of 5,000+ partners

Novus Home Mortgagenovushomemortgage.com

Innovative residential lending company leveraging technology to simplify and streamline mortgage process with exceptional customer service and a variety of loan options

First Business Bankfirstbusiness.bank

A company offering business banking, private wealth management, bank consulting services, and total rewards for employees, committed to supporting communities

Great Lakes Higher Education Corporation and Affiliatesmygreatlakes.org

Provider of support in higher education, simplifying financial aid processes and making college affordability a reality Mission-driven, caring for students and employees

Marine Credit Unionmarinecu.com

This company, founded in 1949, provides financial stability and security for hardworking individuals, serving over 80,000 members in WI, MN, IA, and IL

Connexus Credit Unionconnexuscu.org

A member-owned financial cooperative providing high-yield deposit products, competitive loan rates, and minimal fees, focused on employee wellbeing and community support

Altra Federal Credit Unionaltra.org

Providing financial services since 1931, assisting members in achieving their dreams with over 90,000 members and $1 billion in assets Offices in multiple states

Educators Credit Unionlinktr.ee

A member-focused credit union in Southeast Wisconsin, offering fair interest rates, quality service, and opportunities for employees to grow and succeed

UMB Fund Servicesumbfs.com

Providing fund services to money managers, UMB offers cutting-edge technology and unparalleled customer experience to free up focus on investment performance and asset growth

Credit Union National Associationcuna.org

This company, formed by the merger of CUNA and NAFCU, is now known as America's Credit Unions Stay updated on their transformation at AmericasCreditUnionsorg

Community First Credit Union | Wisconsincommunityfirstcu.org

A community-focused financial institution with 25 branches, $53 billion in assets, and 154,000 members, dedicated to financial wellness and community impact

Fox Communities Credit Unionfoxcu.org

A member-owned credit union offering financial services to help individuals achieve their dreams with higher returns, lower fees, and career opportunities

State Collection Service, Inc.statecollectionservice.com

Established in 1949, this family-held company provides ethical account collection services with a focus on quality client relationships and performance standards

CoVantage Credit Unioncovantagecu.org

A member-owned credit union focused on exceptional service, financial literacy, community involvement, and providing generous benefits to employees

Foundation Finance Company LLCfoundationfinance.com

Provides prime and subprime installment financing solutions for dealers and retailers across home improvement and related industries, including portfolio servicing.

State of Wisconsin Investment Boardswib.state.wi.us

An investment organization managing over $165 billion in assets, including public pension funds, with a focus on strong financial futures

PAi Retirement Servicesascensus.com

A company providing 401(k) retirement solutions for small businesses, focused on creating a better retirement for employees through partnerships with financial institutions

United Bankunitedbankwi.com

Local community bank in West Central Wisconsin with a 115-year history, offering progressive products and services while supporting local organizations and charities

Wisconsin Housing and Economic Development Authority (WHEDA)wheda.com

Specializing in affordable housing solutions in Wisconsin, we focus on expanding economic prosperity and access to equitable housing options through collaboration and expertise

Horicon Bankhoriconbank.com

Established in 1896, this bank has expanded to multiple locations, offering a variety of financial services to individuals and businesses in their communities

Annex Wealth Managementannexwealth.com

An independent investment advisor providing comprehensive financial services to individuals, families, and businesses with a focus on integrity and unbiased advice

Inlanta Mortgageinlanta.com

Inlanta Mortgage strives to provide exceptional mortgage experiences for customers, employees, and partners with a focus on personalized service and industry recognition for excellence

Community State Bank (WI)csb.bank

A locally owned community bank offering simple online tools, easy-to-use apps, and personalized local service to make banking easier

Wisconsin Economic Development Corporationwedc.org

Leading economic development agency in Wisconsin fostering collaboration to support sustainable business growth, job creation, and entrepreneurship through financial and technical support

Forex marketww1.realesta.org

Specializing in the forex trading market, we provide services and opportunities for individuals to trade and invest in foreign currencies

MAP Retirementmap401k.com

MAP Retirement is an employee-owned organization that partners with Financial Advisors to provide customized retirement plan solutions for businesses and business owners

Global View Capital Advisorsgvcadvisors.com

Global View Capital Advisors provides personalized financial advice focused on building long-lasting relationships, making practical recommendations, and guiding clients towards achieving their goals

Americollectamericollect.com

A Wisconsin-based company offering hospital customer service and healthcare collection services with a unique, positive approach focused on patient education and options

The Retirement Advantage, Inc. (TRA)tra401k.com

A national retirement services company offering third party administration and fiduciary services to plan sponsors with $13 billion in assets

Forward Bankforward.bank

Customer-owned community bank offering a range of financial services to individuals, organizations, and businesses in various Wisconsin communities Member FDIC NMLS ID 422932

Blackhawk Community Credit Unionbhccu.org

A member-owned financial services organization dedicated to empowering members to reach their financial goals with high service standards

State Bank of Cross Plainssbcp.bank

A leading independent community bank in Wisconsin offering a full range of personal and business financial services, including lending, wealth management, and advisory services

Drake & Associates, LLCdrakeandassociates.net

A wealth management firm that creates personalized retirement plans to help clients achieve financial security and reach their retirement goals

Heck Capital Advisorsheckcapital.com

Independent investment advisory firm in Wisconsin since the 1950s, specializing in institutional consulting, portfolio management, financial guidance, and building lasting legacies

F Streetfstreet.com

A company founded in 2008 that invests in various verticals, including real estate, technology, and emerging markets, with a focus on maximizing returns and community building

Third Coast Advisorsthirdcoastadv.com

Providing innovative financial strategies and solutions to help clients protect, accumulate, and conserve their assets, while utilizing cutting-edge technology and products

Bernicke Wealth Managementbernicke.com

Independent wealth management firm offering comprehensive investment management, wealth planning, retirement planning, and financial strategies Client-focused and research-driven approach helps clients pursue financial goals

Next Level Planning & Wealth Managementnlpwm.com

This company offers comprehensive financial planning and wealth management strategies with an educational approach, acting as personal financial coaches for clients

Resonant Capital Advisorsresonantcapital.com

A Wealth and Asset Management firm in Madison, WI since 2018, focusing on institutional and high net-worth clients, offering investment solutions, business transition planning, and family office services

Isthmus Partners, LLCisthmuspartnersllc.com

Trusted investment partner offering disciplined methodologies, focusing on high quality equities with a long-term growth approach for individuals, families, institutions, and financial advisors

Service Financial, LLCservicefinancial.com

Service Financial offers comprehensive financial solutions for businesses and individuals, helping to maximize assets, increase income, reduce taxes, and build wealth

Capital Investment Services of America, Inc.capinv.com

An employee-owned Milwaukee-based investment advisor serving high-net-worth individuals, trusts, businesses, and charitable organizations with custom-tailored investment portfolios to achieve financial objectives

The Milwaukee Companythemilwaukeecompany.com

Wealth management firm focusing on wealth preservation, using evidence-based strategies, low-cost index funds, and personalized risk-adjusted portfolios that adapt to market conditions

Morgan Dempsey Capital Management LLCmorgandempsey.com

Independent money management firm based in Wisconsin, managing assets for institutions and individual investors through separately managed accounts and model based platforms with a value investing approach

Coinigy Inc.coinigy.com

Professional trading platform for digital currencies and blockchain assets, offering access to 45+ exchanges, advanced chart analysis tools, real-time API, and arbitrage opportunities visualization

Van De Hey Financial Servicesvandeheyfinancial.com

A financial services business offering a wide range of products and services to help individuals and business owners achieve their financial goals

The Hamilton Group USthehamiltongroupus.com

An independent brokerage offering a wide range of financial programs and products nationwide with a commitment to ethical standards and community involvement

Stone Point Investmentsstonepointinvestments.com

A trusted partner offering objective financial guidance through a wide range of products and services, prioritizing clients' best interests