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Waverly Advisors

Waverly Advisors

Birmingham, Alabamawaverly-advisors.com

Overview

Waverly Advisors is a fee-only Registered Investment Advisor that provides investment management, wealth planning, and financial planning services to high-net-worth individuals, families, corporate retirement plans, trusts, and institutions.

Year Founded

1999

Portfolio Companies

1

Investments

Waverly Advisors investments
CompanyDateStageLead
Echo Global LogisticsMar 2006Series CCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersBirmingham, Alabama
Year Founded1999

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