Business Intelligence Companies & Consultants in Milwaukee, WI

Overview

Continuus Technologies is a Milwaukee-based data consultancy serving the financial services sector. Its work centers on the buy-side, where investment managers and wealth advisory firms often struggle with scattered systems, inconsistent reporting and growing volumes of information. The consultancy aims to replace that disorder with a clear, trusted view of the data, so that teams can respond faster to changing markets. It is now part of Acuity Analytics.

Service Areas

The firm groups its work into three practice areas. In each one it pairs strategic advice with hands-on delivery rather than stopping at recommendations.

• Data Strategy and Governance: roadmaps for innovation, business unit objectives and KPIs, policies, dictionaries, catalogs, lineage and stewardship, master and metadata management, and programs covering quality, security and privacy. The goal is governance that enables self-service and earns confidence in the numbers.
• Data Delivery and Transformation: shifting on-premise warehouses and older processes onto Snowflake. Typical work includes engineering, pipeline and warehouse design, ETL and ELT, DevOps, cleansing, modeling, architecture, trend analysis, vendor migration and preparing data for AI and machine learning.
• AI and Data Analytics: building analytic applications, custom dashboards and visualizations, UX and UI design, training, business analysis, predictive and prescriptive modeling, data integration, language model integration, and chatbots that convert everyday questions into queries.

Partnerships and Positioning

Continuus is a Snowflake Elite Services Partner and previously reached Premier status with both Snowflake and Alteryx. It calls itself a services integrator and points to its knowledge of the financial industry as the main thing that sets it apart.

Its sales specialists work across a broad technology ecosystem that includes Tableau, Power BI, Qlik, ThoughtSpot, Matillion, Fivetran, dbt and AWS. The company also publishes on-demand webinars on data governance, modern architecture for AI, and building Streamlit apps on Snowflake for asset management.

Working Approach

Projects follow a structured framework built around phases and milestones, but the firm says it keeps room to pivot when a client's circumstances change. Its process starts during the sales cycle, which lets much of the onboarding happen in discovery. Clients therefore avoid the awkward handoff between sales and delivery staff and experience one continuous relationship. Prospective clients can book a short discovery conversation to begin.

History and People

Matt Moeser launched the company in 2011 as a one-person operation, after noticing while consulting that buy-side firms needed a dedicated data and analytics specialist. His first client was a global investment manager, and the first consultant joined in 2015. The company then expanded into business intelligence and data science, working with partners such as Tableau and Alteryx.

By 2018 it had grown well beyond thirty staff and established its Milwaukee base. It kept growing through the pandemic, appeared on the Inc. 5000 list, doubled in size while emphasizing cloud-first modernization, and joined Snowflake's partner program in 2021. A first company retreat followed the next year, and that original client remains on the books.

Leadership includes a Chief Operating Officer, a Chief Delivery Officer, a Chief Digital Officer with more than 25 years in data, AI and digital transformation, and two Co-Chief Data Officers. One previously ran data at Artisan Partners; the other has spent over 25 years on investment management systems. Stated values are results, service, collaboration, autonomy and transparency. Its tight sector focus and Snowflake depth are the most evident reasons a financial firm might put it on a shortlist.