About Derbend
Derbend is a Financial Services company based in Peachtree City (United States) founded in 2002, and was acquired by Waverly Advisors in May 2024. Customized investment strategies are offered for specialized situations. Derbend offers products and services including Private Client Services, Corporate Retirement Plans, Institutional Consulting, and Family Office Services. Its focus areas include Asset Management and Diversified. Its legal entity is Waverly Advisors, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Derbend Asset Management was founded in 2002 in Peachtree City, United States, within the investment management sector. Customized strategies are provided for highly specialized situations, with recommendations drawn from extensive experience, legal knowledge, and tax expertise. Investment plans are developed to endure market fluctuations, serving clients through tailored advisory services in the financial domain.
- Headquarters Peachtree City, United States
- Stage Acquired
- SectorsFinancial Services
- Website derbend.com
- Social LinkedIn Facebook
- Acquired by Waverly Advisors (May 2024)
- Legal Name Waverly Advisors, Llc
- Investors
- Acquired byWaverly Advisors
(May 2024)
Products & Services of Derbend
Derbend offers a comprehensive portfolio of products and services, including Private Client Services, Corporate Retirement Plans, Institutional Consulting, and Family Office Services.
Provides personalized financial planning for individuals and families.
Offers consulting for business retirement benefits and strategies.
Delivers guidance on investments for institutions and corporations.
Manages comprehensive financial needs for high-net-worth families.
Investors in Derbend
Derbend has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset and wealth management services are provided with retirement planning. | 1999 | waverly-advisors.com | Birmingham, United States |
Investor details for Derbend
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Timeline of Derbend
2 dated milestones of Derbend across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Derbend is founded.
- Exit Acquired by Waverly Advisors.
Competitors of Derbend
Derbend has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Derbend
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Top companies in Asset Management
3 companies that operate in the same segment as Derbend (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Derbend
Derbend was founded in 2002.
Derbend is headquartered in Peachtree City, United States. It is registered at Peachtree City, Georgia, United States.
Derbend Asset Management was founded in 2002 in Peachtree City, United States, within the investment management sector. Customized strategies are provided for highly specialized situations, with recommendations drawn from extensive experience, legal knowledge, and tax expertise. Investment plans are developed to endure market fluctuations, serving clients through tailored advisory services in the financial domain.
Derbend's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Derbend offers Private Client Services, Corporate Retirement Plans, Institutional Consulting, and Family Office Services.
Derbend has 1 investor. Key investors include Waverly Advisors.
Derbend operates through Waverly Advisors, Llc.
Yes. Derbend was acquired by Waverly Advisors in May 2024.