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Waverly Advisors partners with 9258 Wealth Management, adding $1 billion in assets under management
Nov 03, 2024•almost 2 years ago
Contract Type
partnership
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.
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Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
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Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months