About WestEnd Advisors
WestEnd Advisors is a Financial Services company based in Charlotte (United States) founded in 2002, and was acquired by Victory Capital in November 2021. Diversified investment management services are offered by WestEnd Advisors. The company has 29 employees. Its chief executive, as recorded, is Robert Pharr. 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. Its focus areas include Asset Management and Diversified. Its legal entity is WESTEND ADVISORS, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Charlotte, United States
- Employees 29
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website westendadvisors.com
- Social LinkedIn
- Acquired by Victory Capital (Nov 2021)
- Legal Name Westend Advisors, Llc
- Investors
- Employee Count29
- Acquired byVictory Capital
(Nov 2021)
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.
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.
Investors in WestEnd Advisors
WestEnd Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Victory Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are offered to clients. | 1995 | vcm.com | Cleveland, United States |
Investor details for WestEnd Advisors
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People of WestEnd Advisors
1 people are tracked at WestEnd Advisors (1 in leadership); the tracked headcount is 29.
| Name | Role | Group |
|---|---|---|
Robert Pharr | CEO & President | Leadership |
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Timeline of WestEnd Advisors
2 dated milestones of WestEnd Advisors across 19 years, from founding to its latest funding, stage changes and deals.
- Founded WestEnd Advisors is founded.
- Exit Acquired by Victory Capital.
Competitors of WestEnd Advisors
WestEnd Advisors 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 WestEnd Advisors
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Web traffic of WestEnd Advisors
The website of WestEnd Advisors (westendadvisors.com) receives about 2.3K visits a month.
- Monthly visits2.3K
▲ 44.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as WestEnd Advisors (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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Related news about Westend Advisors
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Frequently Asked Questions about WestEnd Advisors
WestEnd Advisors was founded in 2002.
WestEnd Advisors is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Robert Pharr is the CEO of WestEnd Advisors, as recorded in our data.
WestEnd Advisors has 29 employees.
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.
WestEnd Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
WestEnd Advisors offers U.S. Sector Strategy, Global Equity Strategy, U.S. Balanced Strategy, Global Balanced Strategy, and Multi-Asset Strategy.
WestEnd Advisors has 1 investor. Key investors include Victory Capital.
WestEnd Advisors operates through Westend Advisors, Llc.
Yes. WestEnd Advisors was acquired by Victory Capital in November 2021.