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Waverly Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 High growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Birmingham, Alabama, United States Founded 1999 251-500 employees For Profit
Waverly Advisors offers comprehensive investment management and financial planning services.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
26
Monthly Visits
Available in Pro Contacts
108
Patents
0
1 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 37
- Active products
- 20
- Patents granted
- 0
- Trademarks
- 1
- IT spend
- $8M
Company Info
- Founded
- 1999
- Employees
- 251-500
- Operating status
- Active
- Company type
- For Profit
- Org types
- company, investor
- Sub-organizations
- 2
- News articles
- 39
- HQ
- Birmingham, Alabama, United States
- Region
- Southern US
Signals & Scores
- Heat score
- High
- Growth score
- High
- Trend (7d)
- -1.1
- Trend (30d)
- -1
- Trend (90d)
- 7.5
- Last leadership hire
- Jun 12, 2026
Acquisitions by Waverly Advisors
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Key People at Waverly Advisors
Partner, President and CEO
108
professional contacts at Waverly Advisors
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