Insights

Strategic Partnership IFC partnership signals interest from development finance and multi-lateral institutions in financing solar projects in Africa, presenting a potential channel for W Advisors to position climate finance advisory and project finance services to similar institutions and funds.

Niche Growth Low revenue scale and lean team suggest opportunity to offer scalable, packaged financial planning and investment advisory solutions tailored for small firms or boutique capital providers looking to expand impact investing and sustainable finance capabilities.

Green Finance Involvement in solar green bond initiatives indicates potential to target clients seeking governance, disclosure, and investment advisory services for environmental, social, and governance (ESG) aligned portfolios and financing structures.

Risk & Compliance Existing tech stack includes compliance and data privacy tools (OneTrust, reCAPTCHA, Tealium) combined with analytics, suggesting an opportunity to offer enhanced regulatory, data governance, and vendor risk management services to maintain independent advisory standards.

Market Positioning As a small independent advisory with aspirations toward institutional collaboration, W Advisors can leverage senior-level relationship development, bring differentiators around integrity and personalized planning to compete for mandates from DFIs, family offices, and boutique banks seeking ESG-aligned investment counsel.

Similar companies to W Advisors, LLC

W Advisors, LLC Tech Stack

W Advisors, LLC uses 8 technology products and services including AppNexus, OneTrust, Slick, and more. Explore W Advisors, LLC's tech stack below.

  • AppNexus
    Advertising
  • Cookie Compliance
  • Slick
    Javascript Libraries
  • Office Suites
  • reCAPTCHA
    Security
  • System Analytics & Monitoring
  • Tag Management
  • X-Content-Type-Options
    Web & Portal Technology

W Advisors, LLC's Email Address Formats

W Advisors, LLC uses at least 1 email format:
W Advisors, LLC Email FormatsExamplePercentage
First@wadvisorsllc.comJohn@wadvisorsllc.com
100%

Frequently Asked Questions

What is W Advisors, LLC's phone number?

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You can contact W Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is W Advisors, LLC's official website and social media links?

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W Advisors, LLC's official website is wadvisorsllc.com and has social profiles on LinkedIn.

How much revenue does W Advisors, LLC generate?

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As of July 2026, W Advisors, LLC's annual revenue is estimated to be <$1M.

What is W Advisors, LLC's NAICS code?

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W Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does W Advisors, LLC have currently?

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As of July 2026, W Advisors, LLC has approximately 1 employees across . Explore W Advisors, LLC's employee directory with LeadIQ.

What industry does W Advisors, LLC belong to?

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W Advisors, LLC operates in the Financial Services industry.

What technology does W Advisors, LLC use?

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W Advisors, LLC's tech stack includes AppNexus, OneTrust, Slick, Office 365, reCAPTCHA, Piwik, Tealium and X-Content-Type-Options.

What is W Advisors, LLC's email format?

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W Advisors, LLC's email format typically follows the pattern of First@wadvisorsllc.com. Find more W Advisors, LLC email formats with LeadIQ.
W Advisors, LLC logo

W Advisors, LLC

Financial ServicesTennessee, United States0-1 Employees

W Advisors, LLC operates in the financial services sector from Memphis, Tennessee, focusing on independent financial advice and investment planning tailored to individual client circumstances. The firm emphasizes integrity and professionalism in its client relationships and aims to understand clients’ financial situations to support their goals with objective guidance. Its services are targeted at clients seeking independent financial planning and investment strategies, addressing the need for advisory guidance that is not tied to proprietary products. A recent development involves a partnership with the International Finance Corporation and SIMA Funds to support a solar green bond project, reflecting activity in sustainable finance and collaboration with larger international financial partners.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • <$1M

    W Advisors, LLC's revenue is estimated to be in the range of <$1M

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