Insights

Acquisition Opportunity Bull Moose Financial was acquired by Operose Partners LLC in 2018, indicating potential alignment with consolidators or platform partners seeking complementary wealth management or advisory services for small businesses and entrepreneurs.

Small Firm Focus With a lean team of 2-10 employees and revenue in the 10-25 million range, the company presents opportunities for scalable fintech, back-office automation, and cloud-based advisory tools tailored to small firms and solo practitioners.

Tech Stack Footprint Utilizes a multi-platform web and analytics stack (Snowplow, Squarespace, Weebly, WordPress, Shopify, Google Cloud, WP Engine) suggesting a need for integrated data analytics, security hardening, and seamless digital client onboarding solutions.

Growth Potential Revenue size positions Bull Moose Financial as a mid-market target for differentiated investment platforms, CRM enhancements, and advisor-client engagement tools to support client growth without proportionally increasing overhead.

Industry Positioning As a dedicated financial services provider for small businesses and entrepreneurs, there is an opportunity to cross-sell financial planning, cash management, and fiduciary services to client networks, while exploring partnerships with regional advisory firms and fintechs targeting the SMB sector.

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Bull Moose Financial Tech Stack

Bull Moose Financial uses 8 technology products and services including Snowplow, Squarespace, Weebly, and more. Explore Bull Moose Financial's tech stack below.

Snowplow
Analytics
Squarespace
Content Management System
Weebly
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Squarespace Commerce
E-commerce
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service

Media & News

Operose Partners LLC acquires Bull Moose Financial.
Downtown Milwaukee registered investment advisory firm Operose Partners LLC plans to acquire Bull Moose Investments LLC, the wealth management sister company of Third Ward accounting, tax and advisory firm Bull Moose Financial LLC.
Jan 19, 2018 | www.biztimes.com

Bull Moose Financial's Email Address Formats

Bull Moose Financial uses at least 1 email format:

Bull Moose Financial Email Formats	Example	Percentage
FLast@bullmoosefinancial.com	JDoe@bullmoosefinancial.com	100%

Frequently Asked Questions

What is Bull Moose Financial's phone number?

You can contact Bull Moose Financial's main corporate office by phone at

+1-414-759-****

. 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 Bull Moose Financial's official website and social media links?

Bull Moose Financial's official website is bullmoosefinancial.com and has social profiles on LinkedIn.

How much revenue does Bull Moose Financial generate?

As of October 2026, Bull Moose Financial's annual revenue is estimated to be $10M - $25M.

What is Bull Moose Financial's NAICS code?

Bull Moose Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Bull Moose Financial have currently?

As of October 2026, Bull Moose Financial has approximately 8 employees across 1 continents, including North America. Key team members include Partner: M. R., Partner: R. W. and Voice Of Reason: R. B. Explore Bull Moose Financial's employee directory with LeadIQ.

What industry does Bull Moose Financial belong to?

Bull Moose Financial operates in the Financial Services industry.

What technology does Bull Moose Financial use?

Bull Moose Financial's tech stack includes Snowplow, Squarespace, Weebly, WordPress, Shopify, Squarespace Commerce, Google Cloud and WP Engine.

What is Bull Moose Financial's email format?

Bull Moose Financial's email format typically follows the pattern of FLast@bullmoosefinancial.com. Find more Bull Moose Financial email formats with LeadIQ.

Bull Moose Financial

Q: How many employees does Bull Moose Financial have currently?

Bull Moose Financial has approximately 8 employees.

Q: What technology does Bull Moose Financial use?

Bull Moose Financial's tech stack includes GoDaddy, Gravity Forms, Nginx, HSTS, Google Cloud.

Q: What is Bull Moose Financial's NAICS code?

Bull Moose Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States2-10 Employees

Bull Moose Financial, based in Milwaukee, Wisconsin, offers a range of financial services tailored to small businesses and entrepreneurs. It serves owners of small enterprises and early-stage ventures, helping them manage their financial affairs and plan for business needs.

The company sits within the financial services industry, focusing on clients within its niche market and providing comprehensive services to support their operations. In January 2018, Operose Partners LLC acquired Bull Moose Financial LLC, signaling a change in ownership within Milwaukee's advisory landscape. The organization operates with a small team.