Waddell & Associates Overview

  • Year Founded
  • 1985

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 31

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Waddell & Associates General Information

Description

Provider of investment advisory and wealth management services based in Memphis, Tennessee. The company provides asset management, retirement planning, education planning, business succession planning, tax strategy, charitable planning, estate planning, insurance analysis, employee benefits, concentrated stock positioning, and executive benefits planning, thereby helping clients in planning their finances and informed decision making.

Contact Information

Website
www.wealthstrategists.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 5188 Wheelis Drive
  • Memphis, TN 38117
  • United States
+1 (901)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Consulting Services (B2B)
Parent Company
Focus Financial Partners
Vertical(s)
Industrials
Corporate Office
  • 5188 Wheelis Drive
  • Memphis, TN 38117
  • United States
+1 (901)

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Waddell & Associates Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Waddell & Associates Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Waddell & Associates Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-2161153-A Dual transmission control mechanism Inactive 08-May-1937

Waddell & Associates Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Waddell & Associates FAQs

  • When was Waddell & Associates founded?

    Waddell & Associates was founded in 1985.

  • Where is Waddell & Associates headquartered?

    Waddell & Associates is headquartered in Memphis, TN.

  • What is the size of Waddell & Associates?

    Waddell & Associates has 31 total employees.

  • What industry is Waddell & Associates in?

    Waddell & Associates’s primary industry is Asset Management.

  • Is Waddell & Associates a private or public company?

    Waddell & Associates is a Private company.

  • What is Waddell & Associates’s current revenue?

    The current revenue for Waddell & Associates is .

  • When was Waddell & Associates acquired?

    Waddell & Associates was acquired on 01-Apr-2016.

  • Who acquired Waddell & Associates?

    Waddell & Associates was acquired by Focus Financial Partners.

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