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Whatley & Company Logo
Whatley & Company CB Rank
3490117
Heat Score
32
Whatley & Company is a management consulting firm that provides outsourced CIO services for financial advisors.
Founded
obfuscation
Private Winder, Georgia, United States1-10 www.rcwhatley.com
Advice
Business Development
Management Consulting
Overview

Whatley & Company
Heat Score
32

Growth Score
pts
in past quarter
Heat Score 32
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About Whatley & Company

CB Rank
3490117
Whatley & Company is a management consulting firm that provides outsourced CIO services for financial advisors.
Founded
obfuscation
Private Winder, Georgia, United States1-10 www.rcwhatley.com
Advice
Business Development
Management Consulting

Key People

Details

Legal Name Whatley & Company
Operating Status Active
Company Type For Profit
Founders  Vince Caine
Phone Number +1 770 322 4681
Contact Email rcwhatley@rcwhatley.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Outsourced CIO Services
Provides outsourced Chief Investment Officer services to financial advisors, helping them manage investment strategies and portfolios.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$81.5KThis year, Whatley & Company is projected to spend $81.5K on IT, according to Aberdeen.

Active Website Tech Count

2Whatley & Company is actively using 2 technologies for its website, according to BuiltWith. These include Viewport Meta and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is Whatley & Company's headquarters? Whatley & Company is located in Winder, Georgia, United States.Who are Whatley & Company's competitors? Alternatives and possible competitors to Whatley & Company may include Third Point, tru Independence, and  WaterStreet Research Partners.
Who We Are
What We Do
Helpful Links
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