Buckingham
About Buckingham
Buckingham is a company was acquired by Waverly Advisors in November 2024. Buckingham offers products and services including Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans. Buckingham operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
- Legal Name Waverly Advisors, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Waverly Advisors
(Nov 13, 2024)
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Products & Services of Buckingham
Buckingham offers a comprehensive portfolio of products and services, including Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Provides personalized financial advice for individual clients.
Offers comprehensive planning for high-net-worth families.
Delivers advice on corporate retirement and investment strategies.
Manages plans for employee benefits and corporate needs.
Funding Insights of Buckingham
Detailed funding history for Buckingham
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
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Investors in Buckingham
Buckingham has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.
| Investor | Description | Founded Year | Domain | Location |
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Asset and wealth management services are provided with retirement planning.
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Locked | Locked | Locked |
Investor details for Buckingham
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
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Investments & Acquisitions by Buckingham
Investment portfolio details for Buckingham
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
- Round details
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Financial Statements - Buckingham
Detailed financials for Buckingham
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
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- Profit trends
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Buckingham Comparisons
Peer comparison for Buckingham
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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Competitors of Buckingham
Buckingham operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
M&A advisory, capital markets, and wealth management services are offered.
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| Locked | Locked | Locked |
Business consulting services are provided to banks and lending institutions.
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| Locked | Locked | Locked |
HR, insurance, and liability services are provided by Alera Group.
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| Locked | Locked | Locked |
Bank offering diversified financial services
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| Locked | Locked | Locked |
Provider of wealth management services
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| Locked | Locked | Locked |
Provider of wealth management services
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Detailed competitors of Buckingham
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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- Full company profiles
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Latest news on Buckingham
Complete news archive for Buckingham
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Frequently Asked Questions about Buckingham
Buckingham provider of investment management and financial planning services, focusing on offering financial products and advice, managing assets, and managing wealth portfolios. It serves clients with dedicated solutions, emphasizing quality, innovation, and sustainable growth in its core markets. It continues to evolve, meeting industry challenges with strategic approaches.
Buckingham's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Buckingham offers Private Client Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Buckingham has 1 investor. Key investors include Waverly Advisors.