Insights

Growth Potential Mid-sized IT services firm with recent leadership hires in finance and technology and exposure to growth-focused initiatives suggests opportunities for expanding ERP, analytics, and cloud modernization services to support scale and governance.

Tech Stack Fit Current use of Planful, Azure Data Factory, Qlik, Selenium, COBIT, and Nginx indicates a focus on financial planning, data integration, analytics, automation, governance, and scalable web services—aligned with opportunities in BI modernization, data governance, and cloud-native deployments.

Industry Positioning Recognized in VAR 100 rankings and active nonprofit sector engagement through flagship conferences signals potential for selling nonprofit sector solutions, managed services, and strategic technology consulting to drive efficiency and mission impact.

Recent Leadership New CFO and CTO appointments suggest appetite for operating model enhancements, financial controls, and technology modernization—presenting a doorway for finance-enabled analytics, IT governance programs, and cloud optimization projects.

Marketing Momentum Award wins and event relocations indicate an emphasis on marketing and thought leadership; leverage these assets to propose client marketing technology, demand-generation optimization, and digital engagement initiatives for clients seeking ROI from their technology investments.

Wipfli Ullrich Bertelson LLP Tech Stack

Wipfli Ullrich Bertelson LLP uses 8 technology products and services including Sage Intacct, Grafana, Hotjar, and more. Explore Wipfli Ullrich Bertelson LLP's tech stack below.

Media & News

Wipfli Ullrich Bertelson LLP's Email Address Formats

Wipfli Ullrich Bertelson LLP uses at least 1 format(s):
Wipfli Ullrich Bertelson LLP Email FormatsExamplePercentage
FLast@wipfli.comJDoe@wipfli.com
65%
First.Last@wipfli.comJohn.Doe@wipfli.com
30%
F.Last@wipfli.comJ.Doe@wipfli.com
4%
FirstLast@wipfli.comJohnDoe@wipfli.com
1%

Frequently Asked Questions

What is Wipfli Ullrich Bertelson LLP's phone number?

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You can contact Wipfli Ullrich Bertelson LLP'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 Wipfli Ullrich Bertelson LLP's official website and social media links?

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Wipfli Ullrich Bertelson LLP's official website is wipfli.com and has social profiles on LinkedIn.

How much revenue does Wipfli Ullrich Bertelson LLP generate?

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As of July 2026, Wipfli Ullrich Bertelson LLP's annual revenue is estimated to be <$1M.

What is Wipfli Ullrich Bertelson LLP's NAICS code?

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Wipfli Ullrich Bertelson LLP's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Wipfli Ullrich Bertelson LLP have currently?

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As of July 2026, Wipfli Ullrich Bertelson LLP has approximately 11 employees across 1 continents, including North America. Key team members include Director Of Finance And Operations: J. M.. Explore Wipfli Ullrich Bertelson LLP's employee directory with LeadIQ.

What industry does Wipfli Ullrich Bertelson LLP belong to?

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Wipfli Ullrich Bertelson LLP operates in the Management Consulting industry.

What technology does Wipfli Ullrich Bertelson LLP use?

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Wipfli Ullrich Bertelson LLP's tech stack includes Sage IntacctGrafanaHotjarSAPSnowflakeMicrosoft DynamicsDatadogAutodesk.

What is Wipfli Ullrich Bertelson LLP's email format?

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Wipfli Ullrich Bertelson LLP's email format typically follows the pattern of FLast@wipfli.com. Find more Wipfli Ullrich Bertelson LLP email formats with LeadIQ.
Wipfli Ullrich Bertelson LLP logo

Wipfli Ullrich Bertelson LLP

Management ConsultingWisconsin, United States11-50 Employees

Wipfli Ullrich Bertelson LLP is a Madison, Wisconsin-based professional services firm operating in the information technology and services sector within the broader field of business consulting. The company provides information technology services to help organizations address technology-related needs and operational challenges. It is a small to mid-sized firm with a team capable of delivering advisory and technology-oriented support to clients.

In 2026 the firm received several marketing awards and was named a Top Workplace in Milwaukee, Madison, and southeastern Wisconsin, reflecting recognition of its workplace culture. The organization also extended its partnership with the Philadelphia Eagles, continuing its role as the team's official accounting firm.

Section iconCompany Overview

Phone number
Website
wipfli.com
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Employees
11-50

Section iconFunding & Financials

  • <$1M

    Wipfli Ullrich Bertelson LLP's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Wipfli Ullrich Bertelson LLP's revenue is estimated to be in the range of <$1M

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