> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/milwaukee-wi/financial-services/

# Financial Services Companies in Milwaukee, WI

The bigger financial services companies headquartered in Milwaukee, WI, with what they do, their sizes and how to reach their people.

By Enrich.chat Editorial. Updated October 22, 2026.

**Short answer:** Among the financial services companies counted in Milwaukee, WI, the biggest by headcount range include Baird, Artisan Partners and Retireco. They are mostly very small: 80% have 50 or fewer employees.

## Which financial services companies are in Milwaukee?

Among the companies whose public profile lists Financial Services as their industry and Milwaukee, WI as their headquarters, the biggest by headcount range include Baird, Artisan Partners, Retireco, Quest Ce and Pace Equity. Names link to a company profile where we have one.

| Company | Employees |
| --- | --- |
| Baird | 5,001 to 10,000 |
| Artisan Partners | 501 to 1,000 |
| Retireco | 201 to 500 |
| Quest Ce | 51 to 200 |
| Pace Equity | 51 to 200 |
| Tempopay | 51 to 200 |
| Coinigy | 51 to 200 |
| Advancia Aeronautics | 51 to 200 |
| F Street | 11 to 50 |
| Firstpathway Partners | 11 to 50 |
| Capital First Trust | 11 to 50 |
| Paymedix | 11 to 50 |
| Kore Payment | 11 to 50 |
| Geneva Capital Management | 11 to 50 |
| Medc | 11 to 50 |
| Lubar & Co | 11 to 50 |
| Wysh | 11 to 50 |
| Interlutions | 11 to 50 |
| Clearpay Financial Solutions | 11 to 50 |
| Quantyphi | 11 to 50 |
| Lrc Aviation Advisors | 11 to 50 |
| Brewery Credit Union | 11 to 50 |
| Imoney | 11 to 50 |
| Apogee Payment Systems | 11 to 50 |
| Oac Collection Specialists | 11 to 50 |

The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile.

## What do financial services companies in Milwaukee do?

Financial Services is a broad label. The most common NAICS codes among them are 522320 (25%), 523910 (25%) and 523991 (12%).

**Figure: What financial services companies in Milwaukee do.** Bars for the share of counted financial services companies with each code: 522320 25%, 523910 25%, 523991 12%, 541330 12%, 551112 12%, 561990 12%.

*Share of counted financial services companies in Milwaukee by their NAICS code.*

[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 523910](https://enrich.chat/naics/523910/)

## How big are they?

80% of the financial services companies counted in Milwaukee have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted.

**Figure: Size of financial services companies in Milwaukee.** Seven columns for the share of counted financial services companies in Milwaukee in each employee range: 11 to 50 80%, 51 to 200 12%, 201 to 500 2%, 501 to 1,000 2%, 1,001 to 5,000 0%, 5,001 to 10,000 2%, 10,001+ 0%.

*Share of counted financial services companies in Milwaukee in each employee range.*

## How financial services companies compare

- 80% of financial services companies in Milwaukee have 50 or fewer employees, against 71% across other cities on this site.

## How do you reach the people at financial services companies in Milwaukee?

The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent.

### 1. Count them (free)

Counting who matches never uses credits.

```text
Use www.enrich.chat to count the financial services companies in Milwaukee, WI
```

### 2. Find the people (5 credits per person)

Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included.

```text
Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Milwaukee, WI, with their titles
```

### 3. Get their work emails (10 credits each)

An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown.

```text
Use www.enrich.chat to find the work emails for these people and tell me which ones are verified
```

## More to explore

Other industries in Milwaukee:

[Construction Companies](https://enrich.chat/companies-in/milwaukee-wi/construction/)[Real Estate Companies](https://enrich.chat/companies-in/milwaukee-wi/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/milwaukee-wi/hospitals-and-health-care/)[Nonprofit Organizations](https://enrich.chat/companies-in/milwaukee-wi/non-profit-organizations/)[Advertising Agencies](https://enrich.chat/companies-in/milwaukee-wi/advertising-services/)[IT Services Companies](https://enrich.chat/companies-in/milwaukee-wi/it-services-and-it-consulting/)[All of Milwaukee](https://enrich.chat/companies-in/milwaukee-wi/)

Financial Services Companies in other cities:

[New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/)

## Frequently asked questions

### Which are the biggest financial services companies in Milwaukee?

Among those counted, they include Baird, Artisan Partners, Retireco, Quest Ce and Pace Equity, ranked by headcount range.

### How big are financial services companies in Milwaukee?

80% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted.

### Which companies count as financial services?

Companies whose public profile lists Financial Services as their industry and whose headquarters are in Milwaukee, WI.

## Try this prompt

Find the people at financial services companies in Milwaukee

```text
Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Milwaukee, WI, with titles and verified work emails
```

## Related

- [Companies using a technology](https://enrich.chat/companies-using/)
- [Construction Companies in Milwaukee](https://enrich.chat/companies-in/milwaukee-wi/construction/)
- [Real Estate Companies in Milwaukee](https://enrich.chat/companies-in/milwaukee-wi/real-estate/)
- [Hospitals and Health Care Organizations in Milwaukee](https://enrich.chat/companies-in/milwaukee-wi/hospitals-and-health-care/)
- [Nonprofit Organizations in Milwaukee](https://enrich.chat/companies-in/milwaukee-wi/non-profit-organizations/)
- [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/)
- [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/)
- [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/)
- [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)
- [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)
