About Waverly Advisors
Waverly Advisors is a company based in Birmingham (United States) founded in 1999. Waverly Advisors has raised $30.05 million across 2 funding rounds from investors including Wealth Partners Capital Group. Waverly Advisors has completed 16 acquisitions, including Buckingham, CenterPoint Wealth Management and Derbend. Waverly Advisors offers products and services including Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans. Waverly Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Birmingham, United States
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Social
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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Total Equity Funding
$30.05 M (USD)
in 2 rounds
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Latest Funding Round
$30.05 M (USD), Unspecified
Jun 21, 2023
- Investors
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Employee Count
Not available
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Investments & Acquisitions
Buckingham
& 15 more
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Products & Services of Waverly Advisors
Waverly Advisors offers a comprehensive portfolio of products and services, including Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Provides personalized financial planning and investment advice for individuals.
Offers accounting, tax, and asset management for corporate needs.
Manages investment portfolios and estate planning for high-net-worth families.
Delivers retirement plan advice and institutional financial strategies.
Provides comprehensive 401(k) and retirement plan management services.
Funding Insights of Waverly Advisors
Waverly Advisors has successfully raised a total of $30.05M across 2 strategic funding rounds. The most recent funding activity was a Unspecified round of $30.05 million completed in June 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Waverly Advisors
Waverly Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Wealth Partners Capital Group.
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Investor details for Waverly Advisors
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Investments & Acquisitions by Waverly Advisors
Waverly Advisors has strategically engaged in corporate development activities, having acquired 16 companies. Notable acquisitions include Buckingham, CenterPoint Wealth Management and Derbend.
Investment portfolio details for Waverly Advisors
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provides financial planning, investment management, and estate planning for clients.
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Locked | Locked | 2020 | Locked | |
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Provider of wealth management, financial planning, investment & financial planning services
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Locked | Locked | 2013 | Locked | |
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Wealth management firm
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Locked | Locked | 2008 | Locked |
Complete acquisition details for Waverly Advisors
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Financial Statements - Waverly Advisors
Detailed financials for Waverly Advisors
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Waverly Advisors Comparisons
Peer comparison for Waverly Advisors
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Competitors of Waverly Advisors
Waverly Advisors 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, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Waverly Advisors
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Verified entity values are shown only after access is granted.
Latest news on Waverly Advisors
Complete news archive for Waverly Advisors
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Frequently Asked Questions about Waverly Advisors
Waverly Advisors was founded in 1999 and raised its 1st funding round 22 years after it was founded.
Waverly Advisors is headquartered in Birmingham, United States. It is registered at Birmingham, Alabama, United States.
Waverly Advisors is a funded company, having raised a total of $30.05M across 2 funding rounds to date.
Waverly Advisors was founded in 1999 and is headquartered in Birmingham, United States. Operations are centered in the financial services sector, where asset management and wealth management solutions are delivered to clients. Retirement planning services are also offered, supporting long-term financial strategies. The firm maintains a domain at waverly-advisors.com for its online presence, focusing on comprehensive advisory in these areas without additional sectors noted.
Waverly Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
Waverly Advisors offers Private Client Services, Waverly Business Services, Family Office Services, Institutional Consulting, and Corporate Retirement Plans.
Waverly Advisors has made 16 acquisitions, including Buckingham, CenterPoint Wealth Management, and Derbend.
Waverly Advisors has 1 investor. Key investors include Wealth Partners Capital Group.