Waverly Advisors - Crunchbase Company Profile & Funding

Q: Who invested in Waverly Advisors?

Waverly Advisors is funded by Wealth Partners Capital Group.

Q: When was the last funding round for Waverly Advisors?

Waverly Advisors closed its last funding round on obfuscated from a Private Equity round.

Q: How much funding has Waverly Advisors raised to date?

Waverly Advisors has raised obfuscated.

Overview

Waverly Advisors

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Waverly Advisors

CB Rank

1209

Waverly Advisors offers comprehensive investment management and financial planning services.

Founded

obfuscation

Private

Private Equity

Birmingham, Alabama, United States

251-500

waverly-advisors.com

Finance

Financial Services

Impact Investing

Retirement

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Key People

James R. Lazenby: Partner, Chief Financial Officer
Brian Hershberger: Partner & Wealth Advisor

Details

Legal Name

Waverly Advisors, LLC

Also Known As

WA Asset Management

Operating Status

Active

Company Type

For Profit

About the Company

Waverly Advisors offers comprehensive investment management and financial planning services.

Phone Number

+1 800-759-7857

Contact Email

Josh.Reidinger@WAasset.com

Predictions & Insights

Growth Insight

See this Growth Insight

Waverly Advisors is

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to be growing

Top Contributing Factors

Market Share Expansion

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Comprehensive Financial Planning

Offers a holistic approach to financial planning, considering personal and financial objectives, including investment, tax, estate, and retirement planning.

Private Client Services

Provides investment management, tax, estate, and financial planning services tailored for high-net-worth individuals.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity
obfuscated obfuscation	Private Equity Round - Waverly Advisors	—	obfuscated obfuscation	—	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Wealth Partners Capital Group	Yes	Private Equity Round - Waverly Advisors	John Copeland
Wealth Partners Capital Group	Yes	Private Equity Round - Waverly Advisors	John Copeland
Wealth Partners Capital Group	Yes	Private Equity Round - Waverly Advisors	John Copeland
Wealth Partners Capital Group	Yes	Private Equity Round - Waverly Advisors	John Copeland
Wealth Partners Capital Group	Yes	Private Equity Round - Waverly Advisors	John Copeland