Insights

Market Focus Bull Moose Financial specializes in providing comprehensive financial services tailored for small businesses and entrepreneurs, presenting opportunities to offer customized financial products and advisory services that address the unique needs of emerging business clients.

Acquisition Potential Following its acquisition by Operose Partners LLC, there is scope to explore strategic partnerships, integration of additional financial solutions, or joint marketing initiatives to expand the firm's client base and service offerings.

Growth Revenue Range With an estimated revenue between $10 million and $25 million, Bull Moose Financial demonstrates solid financial health that can support upselling premium services, financial planning tools, or technology upgrades to enhance client engagement.

Technology Stack Utilizing platforms such as Google Cloud and MySQL indicates a modern infrastructure capable of supporting innovation—opportunities exist to introduce advanced analytics, automation, or data-driven financial planning solutions.

Competitive Landscape Operating within a niche alongside large firms like Charles Schwab and Fidelity, Bull Moose Financial can be targeted for scalable financial technology solutions, CRM systems, or compliance automation to improve operational efficiency and competitive positioning.

Similar companies to Bull Moose Financial

Bull Moose Financial Tech Stack

Bull Moose Financial uses 8 technology products and services including Open Graph, MySQL, Squarespace Commerce, and more. Explore Bull Moose Financial's tech stack below.

Open Graph
Content Management System
MySQL
Database
Squarespace Commerce
E-commerce
Google Cloud
Infrastructure As A Service
Mustache
Javascript Frameworks
Video.js
Javascript Libraries
Gravity Forms
Web Platform Extensions
Apache
Web Servers

Media & News

Operose Partners LLC acquires Bull Moose Financial LLC.
Downtown Milwaukee registered investment advisory firm Operose Partners LLC plans to acquire Bull Moose Investments LLC, the wealth management sister company of Third Ward accounting, tax and advisory firm Bull Moose Financial LLC.
Jan 19, 2018 | www.biztimes.com

Bull Moose Financial's Email Address Formats

Bull Moose Financial uses at least 1 format(s):

Bull Moose Financial Email Formats	Example	Percentage
FLast@bullmoosefinancial.com	JDoe@bullmoosefinancial.com	50%
FLast@bullmoosefinancial.com	JDoe@bullmoosefinancial.com	50%

Frequently Asked Questions

Where is Bull Moose Financial's headquarters located?

Bull Moose Financial's main headquarters is located at Milwaukee, Wisconsin United States. The company has employees across 1 continents, including North America.

What is Bull Moose Financial's phone number?

You can contact Bull Moose Financial's main corporate office by phone at

+1-414-759-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bull Moose Financial's official website and social media links?

Bull Moose Financial's official website is bullmoosefinancial.com and has social profiles on LinkedIn.

What is Bull Moose Financial's NAICS code?

Bull Moose Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Bull Moose Financial have currently?

As of February 2026, Bull Moose Financial has approximately 7 employees across 1 continents, including North America. Key team members include Partner: A. W.Partner: M. R.Partner: S. M.. Explore Bull Moose Financial's employee directory with LeadIQ.

What industry does Bull Moose Financial belong to?

Bull Moose Financial operates in the Financial Services industry.

What technology does Bull Moose Financial use?

Bull Moose Financial's tech stack includes Open GraphMySQLSquarespace CommerceGoogle CloudMustacheVideo.jsGravity FormsApache.

What is Bull Moose Financial's email format?

Bull Moose Financial's email format typically follows the pattern of FLast@bullmoosefinancial.com. Find more Bull Moose Financial email formats with LeadIQ.

Bull Moose Financial

Q: How many employees does Bull Moose Financial have currently?

Bull Moose Financial has approximately 7 employees.

Q: What technology does Bull Moose Financial use?

Bull Moose Financial's tech stack includes Squarespace Commerce, Google Maps, MediaElement.js, HSTS, oEmbed.

Financial ServicesWisconsin, United States2-10 Employees

Bull Moose Financial provides comprehensive financial services for small businesses and entrepreneurs. We are inspired by the passion of our clients and are honored to serve a role in the success of those actually in the arena.