About Western International Securities
Western International Securities is a Financial Services company based in Pasadena (United States) founded in 1995, and was acquired by Atria Wealth Solutions in November 2019. Financial securities and solutions are provided via an online platform. The company has 69 employees. Its chief executive, as recorded, is Donald Bizub. Western International Securities offers products and services including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions. Its focus areas include Asset Management and Diversified. Its legal entity is WESTERN INTERNATIONAL SECURITIES, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Western International Securities was established in 1995 in Pasadena, United States. Operations are focused on the financial services sector, where brokerage and investment solutions are offered through the wisdirect.com platform. Various securities-related services are handled for clients, with activities centered in the U.S. market. Leadership is directed by CEO Donald Bizub, overseeing daily functions and strategic initiatives.
- Headquarters Pasadena, United States
- Employees 69
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website wisdirect.com
- Social LinkedIn X Facebook
- Acquired by Atria Wealth Solutions (Nov 2019)
- Legal Name Western International Securities, Inc.
- Investors
- Employee Count69
- Acquired byAtria Wealth Solutions
(Nov 2019)
Products & Services of Western International Securities
Western International Securities offers a comprehensive portfolio of products and services, including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Platform for managing client engagement and communication effectively
Portal providing intuitive user experience for client interactions
Solutions for creating personalized wealth strategies for clients
Investors in Western International Securities
Western International Securities has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for Western International Securities
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People of Western International Securities
1 people are tracked at Western International Securities (1 in leadership); the tracked headcount is 69.
| Name | Role | Group |
|---|---|---|
Donald Bizub | CEO | Leadership |
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Timeline of Western International Securities
2 dated milestones of Western International Securities across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Western International Securities is founded.
- Exit Acquired by Atria Wealth Solutions.
Competitors of Western International Securities
Western International Securities has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Western International Securities
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Web traffic of Western International Securities
Websites that share an audience with Western International Securities (wisdirect.com).
Websites whose visitors overlap most with Western International Securities. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
nasaa.org | nasaa.org | 100% | #465,421 | – | |
| wisintl.com | 61% | 153.7K | #349,798 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Western International Securities (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Western International Securities
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Frequently Asked Questions about Western International Securities
Western International Securities was founded in 1995.
Western International Securities is headquartered in Pasadena, United States. It is registered at Pasadena, California, United States.
Donald Bizub is the CEO of Western International Securities, as recorded in our data.
Western International Securities has 69 employees.
Western International Securities was established in 1995 in Pasadena, United States. Operations are focused on the financial services sector, where brokerage and investment solutions are offered through the wisdirect.com platform. Various securities-related services are handled for clients, with activities centered in the U.S. market. Leadership is directed by CEO Donald Bizub, overseeing daily functions and strategic initiatives.
Western International Securities's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Western International Securities offers Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Western International Securities has 1 investor. Key investors include Atria Wealth Solutions.
Western International Securities operates through Western International Securities, Inc..
Yes. Western International Securities was acquired by Atria Wealth Solutions in November 2019.