Wedbush

Los Angeles, United States Founded: 1955 • Age: 71 yrs
Investment management, corporate advisory, and financial planning services are provided.

About Wedbush

Wedbush is a Financial Services company based in Los Angeles (United States) founded in 1955 by Robert Werner and Edward Wedbush. Investment management, corporate advisory, and financial planning services are provided. The company has 786 employees. Wedbush has completed 2 acquisitions, including ABR Investment Strategy and Pacific Growth Equities. Its website wedbush.com draws about 137 thousand monthly visits. Wedbush offers products and services including Wealth Management and Investment Banking. Its focus areas include Investment Industry, Investment Banks, IBs and Asset Management. Its legal entity is Wedbush Securities.

Company details

Wedbush was founded in 1955 in Los Angeles, United States, by co-founders Robert Werner and Edward Wedbush. Financial services are offered, encompassing investment management, corporate advisory, and financial planning. Operations focus on the financial sector, with support from managing directors including Kevin Saleeby, Christopher Hayes, and David Nierengarten. Additional leadership is provided by directors such as Vineet Chandra and Bryan Hofferica. The company maintains its base in the United States.

  • Headquarters Los Angeles, United States
  • Employees 786
  • Founders Robert Werner, Edward Wedbush
  • Sectors
    Financial Services
  • Website category Finance · Investing
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website wedbush.com
  • Social LinkedIn X Facebook Instagram
  • Legal Name Wedbush Securities
Key Metrics
  • Latest Funding Round
    $50M (USD), Debt – Conventional

    Jan 2021

  • Employee Count
    786
  • Investments & Acquisitions

Products & Services of Wedbush

Wedbush offers a comprehensive portfolio of products and services, including Wealth Management and Investment Banking.

Wealth Management
Financial Services

Wealth management services are provided, encompassing investment management and financial planning for clients

Investment Banking
Financial Services

Investment banking services are offered, including capital markets and equity research for institutional clients

Apps and channels of Wedbush

Wedbush publishes 1 mobile app.

ClientLink
App Store Finance 17+
Developer: Wedbush Securities, Inc.
View on App Store

Funding Insights of Wedbush

  • Total Rounds 1
  • Last Round Debt – Conventional β€” $50M
  • First Round $50M

    (Jan 2021)

All 1 funding rounds of Wedbush with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jan 2021$50MDebt – Conventional––
–

People of Wedbush

216 people are tracked at Wedbush (109 in leadership, 107 in team); the tracked headcount is 786.

NameRoleGroup
Robert Werner
Co-FounderLeadership
Edward Wedbush
Co-FounderLeadership
Kevin Saleeby
Managing DirectorLeadership
Christopher Hayes
Managing DirectorLeadership
David Nierengarten
Managing DirectorLeadership
Jean-Louis Lee
Managing DirectorLeadership
Mike Gladstone
Managing DirectorLeadership
Vineet Chandra
DirectorLeadership
Bryan Hofferica
DirectorLeadership
Joseph Borruso
Managing DirectorLeadership
Jane Titova
Vice President, Recruiting And EmploymentLeadership
Gary Wedbush
PresidentLeadership
Megan Hayati
Senior Vice President, Assistant Secretary & Senior Employment CounselLeadership
Patrick Furlong
Managing DirectorLeadership
Divya Samuel
VP Enterprise Technology ManagerLeadership
Sheryl Patterson
Managing Director, Investments Cfp(tm)Leadership
Roy Hui
Head Of Production SupportLeadership
Michael Ohlson
Vice President Private Client Services ManagementLeadership
Lou Joven Dietrich
Senior Executive Assistant To The PresidentLeadership
William McIntosh
Vice PresidentLeadership

196 more people are available in the full profile.

Premium access

Complete people profiles for Wedbush

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Wedbush

Wedbush has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include ABR Investment Strategy and Pacific Growth Equities.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Diversified investment management is provided to clients worldwide.
abr-is.comSan Francisco, United States2009Jun 2019β€’β€’β€’β€’
Fruits, vegetables, olives, feed, and wheat are produced and processed.
pacgrow.comSan Francisco, United States1991Jan 2009β€’β€’β€’β€’
Premium access

Complete acquisition details for Wedbush

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Wedbush

4 dated milestones of Wedbush across 66 years, from founding to its latest funding, stage changes and deals.

  1. Founded Wedbush is founded.
  2. Acquisition Acquires Pacific Growth Equities.
  3. Acquisition Acquires ABR Investment Strategy.
  4. Funding First funding round of $50.0M.

Web traffic of Wedbush

The website of Wedbush (wedbush.com) receives about 137.2K visits a month and ranks #255,708 among all websites worldwide, #2,729 in Investing.

  • Monthly visits
    137.2K

    ▼ 4.2% vs previous month

  • Unique visitors
    23.1K

    per month

  • Global rank
    #255,708

    among all websites

  • Category rank
    #2,729

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Wedbush. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
fidelity.com
100%
129.5M#275View details
pfyfn.com
pfyfn.com
97%
#12,603,502–
sipc.org
94%
121.2K#395,649View details
thetradepros.com
thetradepros.com
94%
–
sterlingtrader.com
sterlingtrader.com
94%
–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 40 similar websites and full traffic analytics for Wedbush

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Wedbush (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Wedbush

Premium access

Complete news archive for Wedbush

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Wedbush

Wedbush was founded in 1955 and raised its 1st funding round 66 years after it was founded.

Wedbush is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.

Wedbush has 786 employees.

Wedbush was founded in 1955 in Los Angeles, United States, by co-founders Robert Werner and Edward Wedbush. Financial services are offered, encompassing investment management, corporate advisory, and financial planning. Operations focus on the financial sector, with support from managing directors including Kevin Saleeby, Christopher Hayes, and David Nierengarten. Additional leadership is provided by directors such as Vineet Chandra and Bryan Hofferica. The company maintains its base in the United States.

Wedbush offers Wealth Management and Investment Banking.

Wedbush has made 2 acquisitions, including ABR Investment Strategy, and Pacific Growth Equities.

Wedbush operates through Wedbush Securities.

Yes. Wedbush publishes ClientLink.

The website of Wedbush receives about 137 thousand visits a month and ranks #255,708 among all websites worldwide.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available