Announced
Completed
Financials
Tags
Friendly
Acquisition
United States
Private Equity
Domestic
Completed
Majority
wealth management
Private
Single Bidder
Asset Managers and Custodians
Synopsis
Wealth Partners-backed Waverly Advisors, an investment advisor, completed the acquisition of Wall Advisors, a financial advisory firm. Financial terms were not disclosed. “Waverly’s philosophy is dedicated to supporting our clients and the related financial decisions and challenges. Wall Advisors’ core values align with our own. We are thrilled to welcome the talented Wall Advisors’ team to Waverly, as we look forward to continued growth in 2023," Josh Reidinger, Waverly CEO.
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