Insights

Growth potential Mid-market mortgage services firm with a revenue range of 10M-25M and a lean employee base (11-50) suggests opportunities for scalable IT and data solutions, customer relationship management enhancements, and digital marketing optimization.

Digital modernization Currently leveraging a mixed tech stack including AWS, WordPress, and analytics tools like Matomo and Piwik PRO, indicating opportunities to streamline data integration, security hardening, and cloud-based mortgage workflow platforms.

Customer experience Emphasis on relationship-building and knowledgeable mortgage professionals points to opportunities for CRM, client onboarding automation, advanced analytics for personalized financing plans, and omnichannel engagement tools.

Competitive positioning Operating in a space with large incumbents but a small team signals potential value in scalable back-office automation, compliance tooling, and cost-efficient IT solutions to improve margin and service speed.

Expansion readiness Revenue visibility combined with growth from Wisconsin focus and partnerships suggests readiness for expansion into adjacent markets, requiring marketing automation, lead generation acceleration, and scalable risk/compliance frameworks.

Similar companies to First Wisconsin Financial Inc

First Wisconsin Financial Inc Tech Stack

First Wisconsin Financial Inc uses 8 technology products and services including Matomo, Amazon Web Services, WordPress, and more. Explore First Wisconsin Financial Inc's tech stack below.

First Wisconsin Financial Inc's Email Address Formats

First Wisconsin Financial Inc uses at least 4 email formats:
First Wisconsin Financial Inc Email FormatsExamplePercentage
FirstL@firstwisconsinfinancial.comJohnD@firstwisconsinfinancial.com
100%
FirstL@fwfservices.comJohnD@fwfservices.com
56%
Last@fwfservices.comDoe@fwfservices.com
33%
First@fwfservices.comJohn@fwfservices.com
11%

Frequently Asked Questions

What is First Wisconsin Financial Inc's phone number?

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You can contact First Wisconsin Financial Inc's main corporate office by phone at . 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 First Wisconsin Financial Inc's official website and social media links?

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First Wisconsin Financial Inc's official website is firstwisconsinfinancial.com and has social profiles on LinkedIn.

How much revenue does First Wisconsin Financial Inc generate?

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As of September 2026, First Wisconsin Financial Inc's annual revenue is estimated to be $10M - $25M.

What is First Wisconsin Financial Inc's SIC code and NAICS code?

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First Wisconsin Financial Inc's SIC code is 6163 - Loan Brokers and NAICS code is 52 - Finance and Insurance.

How many employees does First Wisconsin Financial Inc have currently?

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As of September 2026, First Wisconsin Financial Inc has approximately 13 employees across 1 continents, including North America. Key team members include President: S. F., Owner: G. D. and Senior Mortgage Consultant: J. J. Explore First Wisconsin Financial Inc's employee directory with LeadIQ.

What industry does First Wisconsin Financial Inc belong to?

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First Wisconsin Financial Inc operates in the Financial Services industry.

What technology does First Wisconsin Financial Inc use?

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First Wisconsin Financial Inc's tech stack includes Matomo, Amazon Web Services, WordPress, MySQL, Google Workspace, Google Fonts API, Piwik PRO Core and prettyPhoto.

What is First Wisconsin Financial Inc's email format?

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First Wisconsin Financial Inc's email format typically follows the pattern of FirstL@firstwisconsinfinancial.com. Find more First Wisconsin Financial Inc email formats with LeadIQ.

When was First Wisconsin Financial Inc founded?

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First Wisconsin Financial Inc was founded in 2000.
First Wisconsin Financial Inc logo

First Wisconsin Financial Inc

Financial ServicesWisconsin, United States11-50 Employees

First Wisconsin Financial is a Wisconsin-based financial services firm focused on mortgage services, emphasizing client relationships and personalized financing strategies. The company positions its value on guidance from knowledgeable mortgage professionals and aims to help clients preserve or create wealth by presenting the most suitable financing plan. Serving individual customers likely seeking mortgage assistance, the firm operates within the broader financial services industry, with an emphasis on local service and knowledgeable support. Based in Oconomowoc, Wisconsin, the company describes itself as built on strong client relationships and tailored financial solutions, reflecting its regional presence and specialized expertise in mortgage planning.

Section iconCompany Overview

Phone number
SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    First Wisconsin Financial Inc's revenue is estimated to be in the range of $10M - $25M

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