Growth Momentum Howe, Riley & Howe recently joined Wipfli, signaling a merged platform and scalable resources across a broad client base. This creates upsell opportunities for enhanced assurance, tax and consulting services, leveraging Wipfli’s national footprint to expand service depth.

Technology Leadership Wipfli appointed a new chief technology officer and runs a tech stack including Salesforce Lightning, Jenkins and vulnerability management. This indicates a strong focus on modern IT controls, digital transformation, and secure cloud adoption, presenting cross-sell potential for IT advisory, cybersecurity and cloud optimization services.

Awards & Recognition Multiple recent marketing and workplace awards demonstrate a high-performing, reputation-driven firm. Leverage these accolades to position premium advisory services, industry benchmarking, and client success storytelling for prospective clients and strategic partnerships.

Strategic Partnerships Active collaboration with high-profile organizations (e.g., Philadelphia Eagles) and a national advisory stance suggest opportunities in sponsorship-aligned finance and analytics programs, as well as industry-specific compliance and performance analytics offerings.

Market Positioning Revenue scale is mid-sized within the national landscape and the firm cites diverse services and industries. Target growth opportunities include cross-sell within industry verticals, regional expansion incentives, and scalable solutions that align with mid-market to emerging enterprise clients seeking integrated accounting, assurance and consulting.