About Wilbanks Smith & Thomas
Wilbanks Smith & Thomas is a Financial Services company based in Norfolk (United States) founded in 1990 by Wayne Wilbanks, and was acquired by Clearstead in April 2024. Diversified investment management services are provided by WST. It operates on a Professional Services model. The company has 41 employees. Wilbanks Smith & Thomas offers products and services including Asset Management. Its focus areas include Financials, Asset Management and Wealth Management. Its legal entity is Wilbanks Smith & Thomas Asset Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Wilbanks Smith Thomas Asset Management, LLC is engaged in providing personalized asset management services. The firm operates within the financial sector, focusing on wealth management solutions tailored to the unique needs and goals of clients. Services are delivered with an emphasis on trust and partnership, ensuring that client aspirations are met through dedicated support and strategic financial planning.
- Headquarters Norfolk, United States
- Employees 41
- Founders Wayne Wilbanks
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website wstam.com
- Social LinkedIn Facebook
- Acquired by Clearstead (Apr 2024)
- Legal Name Wilbanks Smith & Thomas Asset Management, Llc
- InvestorsClearstead
& 1 more
- Employee Count41
- Acquired byClearstead
(Apr 2024)
Products & Services of Wilbanks Smith & Thomas
Wilbanks Smith & Thomas offers a comprehensive portfolio of products and services, including Asset Management.
Asset management services are provided to individual clients.
Funding Insights of Wilbanks Smith & Thomas
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Wilbanks Smith Thomas with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2016 | Private Equity Round | – | Rosemont Investment Group | – |
2 investors in total: 2 institutional.
Investors in Wilbanks Smith & Thomas
Wilbanks Smith & Thomas has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Clearstead and Rosemont Investment Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Permanent capital is invested by Rosemont in asset management firms. | rosemontinv.com | Conshohocken, United States | ||
Wealth management firm | 2018 | clearstead.com | Cleveland, United States |
Investor details for Wilbanks Smith Thomas
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wilbanks Smith & Thomas
1 people are tracked at Wilbanks Smith & Thomas (1 in leadership); the tracked headcount is 41.
| Name | Role | Group |
|---|---|---|
Wayne Wilbanks | Co-Founder | Leadership |
Complete people profiles for Wilbanks Smith & Thomas
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Wilbanks Smith & Thomas
3 dated milestones of Wilbanks Smith & Thomas across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Wilbanks Smith & Thomas is founded.
- Funding First funding round.
- Exit Acquired by Clearstead.
Competitors of Wilbanks Smith & Thomas
Wilbanks Smith & Thomas 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 Wilbanks Smith Thomas
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wilbanks Smith & Thomas
The website of Wilbanks Smith & Thomas (wstam.com) receives about 1K visits a month.
- Monthly visits1K
▲ 93.2% vs previous month
Websites whose visitors overlap most with Wilbanks Smith & Thomas. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
stellarmgt.com | stellarmgt.com | 100% | – | ||
ambassador-capital.com | ambassador-capital.com | 100% | – | ||
wcmbllc.com | wcmbllc.com | 97% | – | ||
webbandassoc.com | webbandassoc.com | 97% | – | ||
| welchgroup.com | 97% | #3,302,529 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 19 similar websites and full traffic analytics for Wilbanks Smith & Thomas
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 19 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Wilbanks Smith & Thomas (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Wilbanks Smith & Thomas
Complete news archive for Wilbanks Smith Thomas
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Wilbanks Smith & Thomas
Wilbanks Smith & Thomas was founded in 1990 and raised its 1st funding round 26 years after it was founded.
Wilbanks Smith & Thomas is headquartered in Norfolk, United States. It is registered at Norfolk, Virginia, United States.
Wilbanks Smith & Thomas has 41 employees.
Wilbanks Smith Thomas Asset Management, LLC is engaged in providing personalized asset management services. The firm operates within the financial sector, focusing on wealth management solutions tailored to the unique needs and goals of clients. Services are delivered with an emphasis on trust and partnership, ensuring that client aspirations are met through dedicated support and strategic financial planning.
Wilbanks Smith & Thomas's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Wilbanks Smith & Thomas offers Asset Management.
Wilbanks Smith & Thomas has 2 investors. Key investors include Clearstead, and Rosemont Investment Group.
Wilbanks Smith & Thomas operates through Wilbanks Smith & Thomas Asset Management, Llc.
Yes. Wilbanks Smith & Thomas was acquired by Clearstead in April 2024.