evolcSign inStart free
Menu

Waverly Advisors

Fee-only fiduciary wealth management and financial planning for families, business owners and institutions

United Stateswaverly-advisors.comWebsite technologies

+ Add to sales board

Recent signals

What changed at Waverly Advisors in the last 6 months, newest first. Each line links to its public source.

Get signals like these for the companies you sell to →

About Waverly Advisors

Waverly Advisors is an independent, fee-only fiduciary RIA. It provides investment management, financial planning, tax strategy, and trust and estate planning, plus corporate retirement plans, institutional consulting, a family office offering and trust services. Trust administration is delivered through its affiliated Smithfield Trust Company and its wholly owned Pacific Portfolio Trust Company.

Clients are high-net-worth individuals, families, business owners, institutions, endowments, foundations, non-profits and retirement plans. The firm states that it earns no commissions and offers no proprietary products.

Waverly Advisors was founded in 1999 and is headquartered in Birmingham, Alabama. It reports 50+ locations across 20 states and a team of 450+ professionals. Open positions include wealth advisors, associate wealth advisors, financial planners, business development officers, client service roles, and a tax intern.

Product: Wealth management, financial planning, tax strategy, trust and estate services, corporate retirement plans and institutional consulting.

Jobs at Waverly Advisors

No open positions in Europe right now.

Open roles at Waverly Advisors in the Americas (18)

United States 18. From Waverly Advisors's careers page or applicant tracking system; each role links to the employer.

Newest 12 of 18.

Leadership

More fintech companies

  • Western Alliance Bank

    Commercial and business banking services for companies, small businesses and specialized industries across the United States
    United StatesFintech
    New on Evolc

  • Whetstone Research

    Research and protocol team building Doppler, an onchain price discovery and liquidity bootstrapping protocol
    United StatesFintech3 open jobs
    Remote-friendly

  • Whop

    Payments, payouts, ads and API tools for online sellers, creators and platforms selling courses, software and services
    United StatesFintech4 open jobs

  • zerohash

    Digital asset infrastructure for banks, brokerages, fintechs and payments companies
    United StatesFintech4 open jobs
    Remote-friendly

  • ZODL

    Mobile wallet for private Zcash payments, swaps and hardware-wallet storage, built by the original Zcash protocol developers
    United StatesFintech1 open job
    Remote-friendlySalary transparent

  • 73 Strings

    Portfolio valuation and monitoring software for alternative asset managers in private equity and private credit
    United StatesFintech2 open jobs
    Remote-friendly

All fintech companies →

Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Content delivery

  • CloudflareHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Content management

  • ElementorHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence
  • WordPressHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Forms

  • Gravity FormsHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Frontend frameworks

  • jQueryHigh confidence
    First detected
    Last detected
    Last checked
    Detection evidence

Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.