


Whatley & Company
Investment Management • Athens, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 36 Beacham Dr, Winder, GA 30606, US |
| Phone number | +17703224681 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Marketing, Practice Management, Investment Management, Business Development |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contact at Whatley & Company
Vince Caine
President & Owner
Whatley & Company Email Formats
Whatley & Company uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@rcwhatley.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@rcwhatley.com | 100% |
About Whatley & Company
Whatley & Company provides practice management consulting and Outsourced CIO services to financial advisors, teams and firms.
Whatley & Company revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Whatley & Company has never raised funding before.
Whatley & Company Tech Stack
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Frequently asked questions
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