Market Specialization Porter Keadle Moore maintains strong relationships with over 150 financial institutions and a growing presence in the craft brewery industry, indicating opportunities to expand financial advisory and technology solutions tailored to niche markets.

Technology Adoption The firm utilizes advanced tools such as Docker, Adobe XD, and Coligo, showcasing a commitment to leveraging modern technology which can be complemented with additional data analytics, cloud solutions, and automation services for their client base.

Recent Growth Recent strategic investments from New Mountain Capital and key appointments of industry and analytics leaders demonstrate Wipfli's focus on growth, opening avenues to offer innovative advisory services and digital transformation solutions.

Industry Focus Wipfli’s leadership in accounting and advisory services for financial, manufacturing, and retail sectors highlights potential for customized enterprise solutions, risk management services, and technological upgrades to support their industry clients.

Client Engagement The firm’s active participation in conferences and collaboration with technology partners indicates a focus on enhancing client engagement and thought leadership — a valuable entry point for offering client communication tools, data security, and platform integrations.