Insights

Industry position Wilary Winn serves 600+ financial institutions nationwide, including 45 of the top 100 credit unions and 80 publicly traded banks, signaling a broad market presence and potential to upsell advisory services across diverse FI segments.

CECL & ALM demand Strong focus on CECL and ALM services with offerings in credit risk, liquidity, and interest rate risk management suggests cross-sell opportunities with institutions seeking holistic risk measurement, capital planning, and balance sheet optimization.

Valuation services Mergers and acquisitions valuation and goodwill testing capabilities position Wilary Winn to engage banks and credit unions pursuing consolidation strategies or fair value assessments, including potential partnerships during industry M&A cycles.

Growth signals Management promotions and a revenue range of 10–25 million indicate an expanding firm likely investing in talent and client service capabilities, presenting opportunities for scalable engagements and expanded service scope with existing and new clients.

Tech & reach Digital presence and tech stack including Google Ads and analytics tools imply potential for targeted marketing to mid-size FIs, plus opportunities to leverage thought leadership content to convert prospects around CECL/ALM and valuation services.

Similar companies to Wilary Winn

Wilary Winn Tech Stack

Wilary Winn uses 8 technology products and services including Google Ads, Hotjar, WordPress, and more. Explore Wilary Winn's tech stack below.

Wilary Winn's Email Address Formats

Wilary Winn uses at least 3 email formats:
Wilary Winn Email FormatsExamplePercentage
FLast@wilwinn.comJDoe@wilwinn.com
67%
First.Last@wilwinn.comJohn.Doe@wilwinn.com
29%
FirLast@wilwinn.comJohDoe@wilwinn.com
4%

Frequently Asked Questions

What is Wilary Winn's phone number?

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

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

How much revenue does Wilary Winn generate?

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As of August 2026, Wilary Winn's annual revenue is estimated to be $10M - $25M.

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

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Wilary Winn's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Wilary Winn have currently?

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As of August 2026, Wilary Winn has approximately 19 employees across 3 continents, including North America, Asia and Europe. Key team members include President: R. W., Owner: D. W. and Manager: Z. G. Explore Wilary Winn's employee directory with LeadIQ.

What industry does Wilary Winn belong to?

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Wilary Winn operates in the Financial Services industry.

What technology does Wilary Winn use?

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Wilary Winn's tech stack includes Google Ads, Hotjar, WordPress, Shopify, Google Cloud, Office 365, WP Engine and HTTP/3.

What is Wilary Winn's email format?

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

When was Wilary Winn founded?

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Wilary Winn was founded in 2003.
Wilary Winn logo

Wilary Winn

Financial ServicesMinnesota, United States11-50 Employees

Wilary Winn, LLC is a financial services firm founded in 2003 that provides independent, fee-based advisory services to more than 600 financial institutions across the United States, including 45 of the top 100 credit unions and 80 publicly traded banks. The firm specializes in CECL and ALM, delivering holistic measurement and mitigation of interest rate, liquidity, and credit risk, along with outsourced ALM advisory for interest rate risk management, budgeting and balance sheet optimization, and liquidity stress testing. Its offerings also include merger and acquisition advisory with preliminary and final valuations, accretion true-up, goodwill impairment testing, and ASC 310-30, as well as valuation of loan servicing for various loan types. Wilary Winn is headquartered in Oakdale, Minnesota, at 3507 High Point Drive North Building 1 Suite N118, and employs 11 to 50 people. The company presents itself as a nationally recognized expert in financial accounting and regulatory reporting, shares knowledge through free white papers on its website, and reports revenue in the approximate range of $10 million to $25 million.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

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