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William Blair Announces Addition of Fernberger Wealth Management To Expand Private Wealth Management Presence In Philadelphia

PRIVATEMay 13, 2024about 2 years ago

Position

Advisor

Company

Blair William & IL

Alex Fernberger

Description

William Blair announced today the expansion of the firm’s Private Wealth Management presence in Philadelphia with the addition of Fernberger Wealth Management led by managing director, wealth advisor James Fernberger, and includes Alex Fernberger and Zach Fernberger, also joining as managing directors, wealth advisors.

Company Information

Company

Blair William & IL

About

Blair William & Co. IL is an investment management firm. They provide investment advisory services to various clients. The firm specializes in managing equity and fixed-income investments. Their focus is on achieving long-term growth for their clients.

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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.