About WestEnd Advisors
WestEnd Advisors is a company based in Charlotte (United States) founded in 2002 was acquired by Victory Capital in November 2021.. The company has 29 employees as of December 31, 2022. WestEnd Advisors offers products and services including U.S. Sector Strategy, Global Equity Strategy, U.S. Balanced Strategy, Global Balanced Strategy, and Multi-Asset Strategy. WestEnd Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Charlotte, United States
- Employees 29 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Westend Advisors, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
29
as on Dec 31, 2022
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Acquired by
Victory Capital
(Nov 04, 2021)
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Products & Services of WestEnd Advisors
WestEnd Advisors offers a comprehensive portfolio of products and services, including U.S. Sector Strategy, Global Equity Strategy, U.S. Balanced Strategy, Global Balanced Strategy, and Multi-Asset Strategy. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
High-conviction sector allocation driven by macroeconomic analysis.
Active allocation across global markets for capital appreciation.
Blends U.S. equity growth with fixed income for stability.
Combines global equity growth and U.S. fixed income.
Multi-asset solution for appreciation with risk diversification.
Funding Insights of WestEnd Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in WestEnd Advisors
WestEnd Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Victory Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are offered to clients.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by WestEnd Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - WestEnd Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Westend Advisors Comparisons
Competitors of WestEnd Advisors
WestEnd 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Westend Advisors
Frequently Asked Questions about WestEnd Advisors
When was WestEnd Advisors founded?
WestEnd Advisors was founded in 2002.
Where is WestEnd Advisors located?
WestEnd Advisors is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Who is the current CEO of WestEnd Advisors?
Robert Pharr is the current CEO of WestEnd Advisors.
How many employees does WestEnd Advisors have?
As of Dec 31, 2022, the latest employee count at WestEnd Advisors is 29.
What does WestEnd Advisors do?
WestEnd Advisors was founded in 2002 and operates as a diversified investment management firm based in Charlotte, United States. Various investment strategies are managed for clients across multiple asset classes. Leadership is provided by Robert Pharr, who serves as CEO and President. The firm focuses on portfolio management and advisory services within the financial sector, with operations centered in the U.S. market.
Who are the top competitors of WestEnd Advisors?
WestEnd Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does WestEnd Advisors offer?
WestEnd Advisors offers U.S. Sector Strategy, Global Equity Strategy, U.S. Balanced Strategy, Global Balanced Strategy, and Multi-Asset Strategy.
Who are WestEnd Advisors's investors?
WestEnd Advisors has 1 investor. Key investors include Victory Capital.
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