Waddell & Reed
Finance · 1-10 Employees
View Company Info for Free
Overview
Phone Number
(650) 389-1031Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1
About Waddell & Reed
As most of you know, Waddell & Reed was recently acquired by LPL Financial, and we will begin moving accounts around mid-July. If you are wondering how this may affect you, visit our page to see the most frequently asked questions. If you have any further questions, please do not hesitate to reach out to Amy! We will do our best to keep you informed as we continue to learn more about the transition. At Maven Lane Financial Group, we are here to help you design your best financial life and legacy. We understand that you need assurance now more than ever, and because of this we have organized a Webinar Series called Dollars and Sense with Maven Lane Financial Group. Amy gathered a group of professionals to present on timely topics applicable to the current challenges and market volatility we have all been experiencing; she wants to help you navigate through these unfamiliar and unnerving times, and to provide some clarity, information and understanding surrounding the current state of thRead more
Waddell & Reed Org Chart
AC
Lpl Financial Advisor
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Waddell & Reed your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Waddell & Reed recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Waddell & Reed launches new products
Funding: Get notified immidiatlly once Waddell & Reed has new funding data
Waddell & Reed, which may be a good buyer, showed buying intent in Masked Content Topic
Check if Waddell & Reed has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Waddell & Reed
Check out if Waddell & Reed is spiking on competitors!
Website visits: Recent activity has been detected on your website
Click to see if Waddell & Reed had a recent Job posting/layoffs
Recommended Actions
Find VP level buyers at Waddell & Reed
Find more new buyers
Compare Similar Companies to Waddell & Reed
Compare insights from companies similar to Waddell & Reed, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Waddell & Reed is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Waddell & Reed is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waddell & Reed.
Waddell & Reed Tech Stack
A closer look at the technologies used by Waddell & Reed
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Waddell & Reed
Sign Up For FreeTo access detailed company insights
As most of you know, Waddell & Reed was recently acquired by LPL Financial, and we will begin moving accounts around mid-July. If you are wondering how this may affect you, visit our page to see the most frequently asked questions. If you have any further questions, please do not hesitate to reach out to Amy! We will do our best to keep you informe... Read More
