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.
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
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 |
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Diversified investment management services are offered to clients.
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Founded Year | Domain | Location |
Investments & Acquisitions by WestEnd Advisors
Financial Statements - WestEnd Advisors
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.
| 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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Latest news on Westend Advisors
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 current CEO of WestEnd Advisors.
As of Dec 31, 2022, the latest employee count at WestEnd Advisors is 29.
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, Investec and S&P Global.
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.