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Advisory Partner

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Company Finances

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Plan Today, Prosper

for Years

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About us
Trusted Advisors in Financial Planning and Analytics
Recognition

Northwise Recognized as a Leading Advisory Firm
Report

2024 Inclusion and Belonging Progress Report
What we do

We Back Ambitious Clients to Reach Lasting Results

Advisory
Audit & Assurance
Risk & Insurance
Data & Insight
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How we think

Focused Strategies that Strengthen Our Clients' Finances

Direction

Real expertise

Grounded in the markets, regulations and realities each client faces today

Partnership mindset

Working side by side with you to build plans that hold up for years to come

Evidence-based thinking

Clear analysis and careful research that get to the heart of the issue

Practical skill

Translating analysis into clear decisions that move your plans forward

600+
Happy clients
$5bn
Saved for clients each year
80%
Global 500 firms advised
>90
Returning or referred clients
Helping Growing Businesses Build With Confidence
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Industries

Our Advisors Know Your Industry and Its Challenges

  • Investing
  • Markets & Economy
Automotive
Public Sector & Security
Energy & Resources
Healthcare
Investment Management
Technology & Media
Learn More

“Northwise played a huge part in getting us where we are now. Their team took the time to learn how we operate and pinpoint exactly where things were slowing us down.”

H&N
Rebecca Roy
H&N – CEO & President
Client story
CRM Integration Drives Measurable Growth for a Health Group
1.6x

net savings achieved beyond the original goal within the first year.

Read the Story

“Working with Northwise changed how we run the business. They listened closely to our concerns and helped us simplify our operations for steady growth.”

MEX
Carlos Martines
MEX – CEO
Client story
Delivering 70% Better Real-Time Visibility With a New Portfolio Planning Tool
60%

less time spent preparing reports each month

Read the Story

“Northwise became a true extension of our team. They listened closely, understood what we needed, and helped us cut waste across the business.”

swirl
Kate Smith
Swirl – CEO & President
Client story
Cutting Costs by Simplifying How Swirl Manages Its Acquisition Process
90%

fewer errors and cleaner, faster data handling thanks to smart automation.

Read the Story
Perspectives

Fresh Perspectives

Original research, seasoned judgment and clear ideas for leaders ready to take their business further.

  • Financing

The Scaling Blueprint: Helping Regional Banks Prepare for the Future?
  • Healthcare

Healthcare Private Equity Market 2024: Year in Review and Outlook
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Helping Clients Thrive