{
  "slug": "waddell-associates",
  "name": "Waddell & Associates",
  "description": "Waddell & Associates is a financial advisory firm, providing wealth management and financial planning services to clients, accessible through client portals like eMoney and Orion. It appears to operate as a brand or offering under Coastal Bridge Advisors.",
  "url": "https://optimly.ai/brand/waddell-associates",
  "websiteUrl": "https://coastalbridgeadvisors.com/",
  "logoUrl": "https://logo.clearbit.com/coastalbridgeadvisors.com",
  "baiScore": 52.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-10T08:40:09.774Z",
  "verifiedVitals": {
    "website": "https://coastalbridgeadvisors.com",
    "category": "Financial Services",
    "what_it_does": "Provides fiduciary guidance and manages wealth across various life stages for individuals, families, businesses, and institutions. Services include private wealth management, retirement plan services, family office services, and institutional consulting, with a focus on tailored investment portfolios and comprehensive financial planning.",
    "primary_audience": "Families and institutions with complex financial needs, seeking coordinated wealth guidance, clarity regarding personal wealth strategy, business retirement plans, or institutional asset allocation strategies.",
    "core_product": "Comprehensive wealth management and financial advisory services",
    "pricing_model": {
      "kind": "unknown",
      "detail": null
    },
    "parent_ownership": null
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789896595948
}