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McShane Partners Logo
McShane Partners CB Rank
566087
Heat Score
48
McShane Partners is a wealth investment advisory firm that focuses on offering financial planning and wealth advisory to SMEs.
Acquired by
Waverly Advisors Logo
Waverly Advisors
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 mcshanepartners.com/leadership/
Consulting
Financial Services
Risk Management
Wealth Management
Overview

McShane Partners
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About McShane Partners

CB Rank
566087
McShane Partners is a wealth investment advisory firm that focuses on offering financial planning and wealth advisory to SMEs.
Acquired by
Waverly Advisors Logo
Waverly Advisors
Founded
obfuscation
Private Charlotte, North Carolina, United States11-50 mcshanepartners.com/leadership/
Consulting
Financial Services
Risk Management
Wealth Management

Details

Sub-Organization of 
Waverly Advisors Logo
Waverly Advisors
Operating Status Closed
Company Type For Profit
About the Company
McShane Partners is a wealth investment advisory firm that focuses on offering financial planning and wealth advisory to SMEs.
Phone Number +1 9805853390
Contact Email mcshanepartners@mcshanepartners.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Advisory
Provides customized financial planning and wealth advisory services tailored to individual client needs.
Investment Management
Manages client investment portfolios through proprietary research, asset allocation, and portfolio construction to align with client goals and risk tolerance.

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Financials

M&A Details

McShane Partners was acquired by Waverly Advisors on
obfuscation
.
Transaction Name 
McShane Partners acquired by Waverly Advisors Logo
McShane Partners acquired by Waverly Advisors
Acquired by 
Waverly Advisors Logo
Waverly Advisors
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 9
News

News and Press

News•Apr 11, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Active Website Tech Count

8McShane Partners is actively using 8 technologies for its website, according to BuiltWith. These include U.S. Server Location, Microsoft Exchange Online, and  IPv6.
Sub-Organizations
Frequently Asked Questions

Where is McShane Partners's headquarters? McShane Partners is located in Charlotte, North Carolina, United States.Who are McShane Partners's competitors? Alternatives and possible competitors to McShane Partners may include Morgan Stanley, Cerity Partners, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
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