Waddell & Reed Financial Revenue, Growth & Competitor Profile

DBA WADDELL & REED, INC.
DBA WADDELL & REED LARGE CO GROWTH FUND LLC
DBA Waddell & Reed Small Co Growth Fund, LLC

Company Profile & Annual Report for Waddell & Reed Financial

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Waddell & Reed Financial Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52 Finance & Insurance
Address	6301 Glenwood Street Overland Park, KS 66202

Waddell & Reed Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Waddell & Reed Financial's annual revenues are Less than $1 million (see exact revenue data)
• What industry is the company in?
  • Waddell & Reed Financial is classified as operating in the Finance & Insurance industry, NAICS Code 52.

Waddell & Reed Financial is a publicly traded company on using the ticker symbol WDR. Detailed information on company financials and operating reports can be found here: : WDR

Waddell & Reed Financial Annual Revenue and Growth Rate

Waddell & Reed Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Waddell & Reed Financial's revenues are gauged from an analysis of company filings.

Trademark Applications

Trademark applications show the products and services that Waddell & Reed Financial is developing and marketing. Waddell & Reed Financial doesn't have any recent trademark applications, indicating Waddell & Reed Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
WADDELL & REED INVESTMENTS Financial services, namely, investment management and administration of college savings plans; investment advisory services; investment of funds for others; investment management for investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds	12/06/2016
TAKING PLANNING PERSONALLY Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage	12/05/2016
WADDELL & REED FINANCIAL ADVISORS Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; providing information by means of a website in the field of investment and investment management; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage; and financial sponsorship of athletic competitions and sporting and entertainment events	12/05/2016

See all trademarks and details in the Full Report.

Market Share of Waddell & Reed Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Waddell & Reed Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

Nearby Competitors

These companies are similar in business line and location to Waddell & Reed Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MARINER WEALTH ADVISORS	Overland Park, KS	100
BATS GLOBAL MARKETS HOLDINGS	Lenexa, KS	45
RELATION INSURANCE SERVICES - SPECIALTY RISK	Overland Park, KS	39
CREATIVE PLANNING	Overland Park, KS	34
COMMUNITYAMERICA CREDIT UNION	Lenexa, KS	12
PRIME CAPITAL INVESTMENT ADVISORS	Overland Park, KS	12

Future Competition: Waddell & Reed Financial's Fastest Growing Competitors

These companies are in the same general field as Waddell & Reed Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)