Key facts
- It has raised $219.2M; the latest was PE Growth/Expansion ($7.9M) in Mar 2025.
- Notable investors include HGGC, Wealth Partners Capital Group, Ares Capital Corporation BDC, Ares Management, Warren Averett CPAs & Advisors.
- Status: Privately Held (backing).
- ·The complete investor list — 5 names
- ·Watchlist + deal alerts for Waverly Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Waverly Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Waverly Advisors
Provider of wealth management services intended to serve high-net-worth individuals, corporate retirement plans, trusts, endowments and institutions. The company offers a range of services including institutional consulting, corporate retirement plans, family office advisory and financial planning, ensuring its clients navigate the complexities and sophisticated needs that come with wealth efficiently.
- Sector
- Financial Services
- HQ
- Birmingham, AL, United States
- Founded
- 1999
- Employees
- 420
- Website
- waverly-advisors.com/
- Ownership
- Privately Held (backing)
Waverly Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Waverly Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Waverly Advisors in its N-PORT filings yet. We sweep new filings monthly.