# Waddell & Associates

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 10, 2026.

> 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.

- Business Profile: https://optimly.ai/brand/waddell-associates
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://coastalbridgeadvisors.com/
- Logo: https://logo.clearbit.com/coastalbridgeadvisors.com
- Slug: waddell-associates
- Brand Authority Index tier: Emerging
- Category: Wealth Management Firms
- Last Analyzed: September 10, 2026
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## Full Details / RAG Data
### Overview
Waddell & Associates has a Business Profile in the Optimly AI Brand Index.
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.
### Metadata
| Field        | Value |
|--------------|-------|
| Name         | Waddell & Associates |
| Slug         | waddell-associates |
| URL          | https://optimly.ai/brand/waddell-associates |
| Logo         | https://logo.clearbit.com/coastalbridgeadvisors.com |
| Brand Authority Index tier | Emerging |
| Category     | Wealth Management Firms |
| Last Analyzed | September 10, 2026 |
| Last Updated | 2026-09-23T13:30:48.766Z |
### Links
- Canonical page: https://optimly.ai/brand/waddell-associates
- Official website: https://coastalbridgeadvisors.com/
- Publisher: https://optimly.ai
- Dataset: https://optimly.ai/brand
- JSON endpoint: /brand/waddell-associates.json
- LLMs.txt: /brand/waddell-associates/llms.txt