Derbend

Peachtree City, United States Founded: 2002 • Age: 24 yrs Acquired By Waverly Advisors
Customized investment strategies are offered for specialized situations.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

About Derbend

Derbend is a company based in Peachtree City (United States) founded in 2002 was acquired by Waverly Advisors in May 2024. Derbend offers products and services including Private Client Services, Corporate Retirement Plans, Institutional Consulting, and Family Office Services. Derbend operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Peachtree City, United States
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Social
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  • Legal Name Waverly Advisors, Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
  • Employee Count
    Not available
  • Acquired by
    Waverly Advisors

    (May 21, 2024)

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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.

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Primary

Provides personalized financial planning for individuals and families.

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Offers consulting for business retirement benefits and strategies.

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Delivers guidance on investments for institutions and corporations.

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Manages comprehensive financial needs for high-net-worth families.

Funding Insights of Derbend

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Detailed funding history for Derbend

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Investors in Derbend

Derbend has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.

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Investor Description Founded Year Domain Location
Asset and wealth management services are provided with retirement planning.
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Investor details for Derbend

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  • Investor domains
  • Investor locations
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Investments & Acquisitions by Derbend

Investments
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Investment portfolio details for Derbend

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
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Financial Statements - Derbend

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Detailed financials for Derbend

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  • Profit trends
  • Statement rows
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Derbend Comparisons

Derbend Primary company
Description
Customized investment strategies are offered for specialized...
Location
Peachtree City, United States
Founded Year
2002
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Derbend

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
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  • Operating benchmarks

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Competitors of Derbend

Derbend 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Derbend

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Latest news on Derbend

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Complete news archive for Derbend

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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, Investec and S&P Global.

Derbend offers Private Client Services, Corporate Retirement Plans, Institutional Consulting, and Family Office Services.

Derbend has 1 investor. Key investors include Waverly Advisors.

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