Insights

Industry Expertise Wilary Winn LLC serves over 600 financial institutions, including major credit unions and publicly traded banks, demonstrating a strong niche in providing specialized financial advisory and regulatory reporting services.

Regulatory Leadership The company's recognition as a top authority in financial accounting and compliance suggests an ongoing demand for advanced solutions in CECL, ALM, and risk management from institutions seeking regulatory adherence.

Service Diversification With offerings spanning credit risk, interest rate risk, liquidity management, valuation, and M&A advisory, Wilary Winn presents opportunities to cross-sell comprehensive financial solutions to existing clients.

Growth and Promotions Recent managerial promotions indicate an active internal growth trajectory, which can signal increased capacity and potential for expanding client engagement or upgrading current services.

Technology Adoption Utilizing modern tech stack elements such as JSON-LD, PWA, and SEO tools positions the company to enhance digital outreach, making it easier to target and engage financial institutions seeking specialized advisory services.

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Wilary Winn LLC Tech Stack

Wilary Winn LLC uses 8 technology products and services including JSON-LD, jQuery, PWA, and more. Explore Wilary Winn LLC's tech stack below.

  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • PWA
    Miscellaneous
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Wilary Winn LLC's Email Address Formats

Wilary Winn LLC uses at least 1 format(s):
Wilary Winn LLC Email FormatsExamplePercentage
FLast@wilwinn.comJDoe@wilwinn.com
40%
First.Last@wilwinn.comJohn.Doe@wilwinn.com
18%
FirLast@wilwinn.comJohDoe@wilwinn.com
2%
FLast@wilwinn.comJDoe@wilwinn.com
40%

Frequently Asked Questions

Where is Wilary Winn LLC's headquarters located?

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Wilary Winn LLC's main headquarters is located at 3507 High Point Drive North Building 1, Suite N118. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Wilary Winn LLC's phone number?

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You can contact Wilary Winn LLC'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 Wilary Winn LLC's official website and social media links?

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Wilary Winn LLC's official website is wilwinn.com and has social profiles on LinkedIn.

How much revenue does Wilary Winn LLC generate?

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As of December 2025, Wilary Winn LLC's annual revenue is estimated to be $1M.

What is Wilary Winn LLC's SIC code NAICS code?

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Wilary Winn LLC's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Wilary Winn LLC have currently?

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As of December 2025, Wilary Winn LLC has approximately 22 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: R. W.Owner: D. W.Owner: F. W.. Explore Wilary Winn LLC's employee directory with LeadIQ.

What industry does Wilary Winn LLC belong to?

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Wilary Winn LLC operates in the Financial Services industry.

What technology does Wilary Winn LLC use?

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Wilary Winn LLC's tech stack includes JSON-LDjQueryPWAPriority HintsYoast SEOreCAPTCHAX-Content-Type-OptionsGoDaddy.

What is Wilary Winn LLC's email format?

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Wilary Winn LLC's email format typically follows the pattern of FLast@wilwinn.com. Find more Wilary Winn LLC email formats with LeadIQ.

When was Wilary Winn LLC founded?

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Wilary Winn LLC was founded in 2003.

Wilary Winn LLC

Financial ServicesMinnesota, United States11-50 Employees

About Wilary Winn
Founded in 2003, Wilary Winn, LLC provides independent, fee-based, actionable advice to more than 600 financial institutions located across the country, including 45 of the top 100 credit unions and 80 publicly traded banks. We are nationally recognized experts regarding financial accounting and regulatory reporting and have authored multiple jargon-free white papers on some of the most complex areas facing financial institutions. This work can be accessed for free on the resources page of our website – www.wilwinn.com. We are committed to sharing our knowledge with the industry and speak frequently at financial institution conferences, including those hosted by the AICPA, the FDIC, the Federal Home Loan Banks, the FFIEC, the NCUA, and many of the largest public accounting firms. We offer the following services:
 
CECL & ALM
Holistic solutions to measure, monitor and mitigate interest rate, liquidity, and credit risk on an integrated basis.
	
OUR CECL & ALM SERVICES INCLUDE:

Credit Risk:						
Current Expected Credit Loss (CECL)			
Capital Stress Testing					
Concentration Risk Management			
Real Return Analyses

Outsourced ALM Advisory:
Interest Rate Risk Management
Budgeting and Balance Sheet Optimization
Liquidity Stress Testing

MERGERS & ACQUISITIONS
Independent, fee-based determinations of fair value for mergers and acquisitions.

OUR MERGER & ACQUISITION SERVICES INCLUDE:
Preliminary and Final Merger Valuation		
Accretion True-up					
Goodwill Impairment Testing
ASC 310-30

VALUATION OF LOAN SERVICING
Comprehensive and cost-effective valuations of servicing arising from the sale of residential mortgage, SBA 7(a), auto, home equity and commercial loans.

ADDITIONAL SERVICES
Services to support our CECL, ALM, Fair Value and Loan Servicing product offerings.

Section iconCompany Overview

Headquarters
3507 High Point Drive North Building 1, Suite N118
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Wilary Winn LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Wilary Winn LLC's revenue is estimated to be in the range of $10M$25M

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