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Waverly Advisors partners with 9258 Wealth Management, adding $1 billion in assets under management

Nov 03, 2024•over 1 year ago

Contract Type

partnership

BirminghamFinancial ServicesFinance

Description

Waverly Advisors, a federally registered investment adviser, has partnered with 9258 Wealth Management, an investment advisory firm and tax preparation and planning business headquartered in Cincinnati, Ohio, adding three Ohio-based office locations to Waverly’s footprint and $1 billion in assets under management (AUM). The acquisition marks Waverly’s 17th transaction since accepting an equity investment in December 2021 and has increased Waverly’s AUM to approximately $14.4 billion.

Company Information

Company

Waverly Advisors

Location

Birmingham, Alabama, United States

About

Waverly is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments and institutions. After the conversion of assets from SWM, Waverly expects to have in excess of $5.6 billion in assets under management. Waverly offers collaborative investment, tax, estate and financial planning services. Founded in 1999 in Birmingham, Alabama, the company currently has eight offices across the Southeast and a team of over 70 professionals who hold many of the industry’s most prestigious credentials. For more information, please visit www.waverly-advisors.com.

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.