Wedbush Securities
Wedbush Securities is a privately held, independent financial services firm founded in 1955, offering wealth management, investment banking, capital markets, and multi-asset clearing and prime services to HNW individuals, institutional investors, corporations, and broker-dealers through ~900 employees and 100+ offices.
- Company typePrivate
- Founded1955
- HeadquartersLos Angeles, United States
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What Wedbush Securities does
Wedbush Securities is a privately held, independent financial services firm founded in 1955 and headquartered in Pasadena, California, operating as the largest subsidiary of Wedbush Financial Services. The firm provides securities brokerage, wealth management, investment banking, capital markets, and multi-asset clearing and prime services through nearly 900 colleagues, nearly 200 dedicated investment professionals, and more than 100 registered offices across the United States, with international reach via a Global Capital Markets platform covering 350+ US stocks and 725+ international stocks through partner relationships. Its core product set is organized into four divisions: Wealth Management (financial planning, investment solutions, retirement planning, lending and checking, and the Wedbush NEXT mobile application); Investment Banking & Capital Markets (sector-specialized M&A advisory and equity/debt capital markets across Life Sciences, Disruptive Tech/Media/Sports, Financial Institutions & Real Estate, Consumer, and Equity Capital Markets, supported by an equity research franchise); Multi-Asset Clearing & Prime Services (global clearing and execution across asset classes for broker-dealers and trading firms); and Wedbush Funds (proprietary ETFs including IVES and IVEP). The firm is registered with the SEC, FINRA, NYSE, SIPC, and MSRB.
Revenue is generated through a mix of recurring advisory and management fees on wealth management and ETF AUM, transaction-based fees in investment banking (M&A advisory, underwriting, and equity/debt capital markets), clearing and prime brokerage fees from institutional clients, and commission-based brokerage activity. Go-to-market is sales-led: HNW individuals and families are served directly through advisor relationships across the 100+ office footprint, institutional clients are covered through sales-trading and prime brokerage desks, and corporate clients are served by sector-focused investment bankers. The firm has invested materially in proprietary clearing and risk infrastructure, including the XTP for Event Contracts platform deployed with ION in under six weeks in December 2025 and a real-time intraday margin framework implemented ahead of the June 2026 PDT rule modernization. Wedbush has positioned itself as an early-mover infrastructure provider for prediction markets and 24/7 cryptocurrency futures, having cleared more than 1 billion prediction market contracts as of May 31, 2026 and supporting CME Group's round-the-clock crypto derivatives launch in May 2026.
Wedbush Securities firmographics
Firmographics- Name
- Wedbush Securities
- Legal name
- Wedbush Securities Inc.
- Website
- https://wedbush.com
- Company type
- Private
- Founded year
- 1955
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Wedbush Securities is a privately held, independent financial services firm founded in 1955, offering wealth management, investment banking, capital markets, and multi-asset clearing and prime services to HNW individuals, institutional investors, corporations, and broker-dealers through ~900 employees and 100+ offices.
- Ownership category
- akta.pro rank
Wedbush Securities industry classification
Industry- Product category
- Securities Brokerage & Investment Banking
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150), Securities and Commodity Contracts Intermediation and Brokerage (5231)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Wedbush Securities is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Wedbush Securities business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Wealth Management & Advisory Services: Comprehensive wealth management, brokerage and advisory services delivered through nearly 200 investment professionals. Revenue generated through advisory fees, commissions on securities transactions, and management fees for managed accounts.
- Investment Banking & Capital Markets: Full-service investment banking including M&A advisory, capital raising (equity and debt capital markets), and strategic advisory services. Revenue generated through transaction-based fees, underwriting fees, and advisory retainers.
- Multi-Asset Clearing & Prime Services: Global clearing and execution services across all asset classes for broker-dealers, trading firms, and professional traders. Revenue generated through clearing fees, prime brokerage charges, and transaction fees.
- Equity Research & Sales Trading: Equity research coverage and sales trading services to institutional clients. Revenue generated through soft dollar arrangements, commission sharing, and subscriptions for research access.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized wealth management and advisory services with pricing based on client needs and account characteristics |
Go-to-market motion1 record
Distribution channels6 records
Marketing channels7 records
Wedbush Securities product offering
Product offeringCore offering
Wedbush Securities is an independent, private financial services firm providing wealth management, investment banking, capital markets, and multi-asset clearing and prime services. The firm delivers brokerage, advisory, M&A advisory, equity and debt capital markets, equity research, futures clearing, and proprietary ETF products to individual, institutional, and corporate clients through nearly 200 investment professionals across 100 registered offices in the United States.
Product overview
Wedbush Securities is an independent financial services firm offering a comprehensive suite of wealth management, investment banking, and capital markets products and services. The firm operates several core divisions: Wealth Management provides financial planning and advisory services; Investment Banking & Capital Markets offers M&A advisory, equity/debt capital markets, and equity research across sectors including Technology, Life Sciences, and Financial Institutions; and Multi-Asset Clearing & Prime Services provides global clearing and execution across all asset classes. The firm has expanded into digital offerings including the Wedbush NEXT mobile app, ETF products (IVES, IVEP), and prediction market clearing services. Client access is provided through ClientLink online portal. Founded in 1955 and headquartered in Los Angeles with offices nationwide, Wedbush serves individual, institutional, and corporate clients.
Differentiator
Problem solved
Functional benefit
Brands
- Wedbush NEXT: Mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances, including spend accounts, savings goals, and automated investing portfolios.
- IVES ETF (Dan Ives Wedbush AI Revolution ETF)
- IVEP ETF (AI Power & Infrastructure ETF)
Products and services
- Wealth Management
- Investment Banking & Capital Markets
- Multi-Asset Clearing & Prime Services
- IVES ETF (Dan Ives Wedbush AI Revolution ETF)
- IVEP ETF (AI Power & Infrastructure ETF)
- Wedbush NEXT
Quantifiable outcome
- Over $1 billion in prediction market contracts cleared as of May 31, 2026
- +1 more outcomes
Companies that use Wedbush Securities
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Wedbush Securities technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature5 records
Wedbush Securities partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core, flagship and minor.
- CME GroupcoreWedbush is among the first platforms supporting CME Group's 24/7 cryptocurrency futures and options trading launched May 29, 2026. The partnership enables continuous access to regulated crypto derivatives including Bitcoin Volatility futures.
- Dan Ives / SolactiveflagshipWedbush and analyst Dan Ives launched the IVEP (AI Power & Infrastructure ETF), tracking the Solactive Wedbush AI Power & Infrastructure Index. The fund holds industrial companies like GE Vernova, Energizer, and Eaton that provide power, cooling, and grid modernization for AI data centers.
- IONcoreWedbush partnered with ION to deploy the XTP (XTP for Event Contracts) platform, a fully automated real-time solution enabling Futures Commission Merchants to process event-based contracts and prediction markets 24x7. The platform was deployed in under six weeks and went live in December 2025, positioning Wedbush as an industry pioneer in event contracts.
- CME GroupcoreWedbush has supported prediction market products since their launch by CME in mid-December 2025, providing technology, operational support, risk management, and clearing infrastructure. The firm also supports CME Group's 24/7 cryptocurrency futures trading launched in May 2026 and has cumulatively cleared over one billion prediction market contracts.
- CME GroupcoreWedbush partnered with CME Group to launch XTP for Event Contracts, enabling 24x7 processing of event-based contracts and prediction markets. The firm was among the first Futures Commission Merchants ready to clear these products for prediction markets covering benchmarks, economic indicators, politics, and sports.
- TrigonminorWedbush Financial Services acquired a minority interest in Trigon, establishing a strategic partnership to expand global reach and enhance client solutions.
- MaybankminorWedbush Securities and Maybank agreed to a cross-border trading alliance, enabling expanded global market access and enhanced client solutions across both firms' customer bases.
Scale indicators8 records
Recent moves6 records
Expansion highlights7 records
Wedbush Securities competitors and assessment
Company assessmentDirect peers
- Allen & Company: Private, boutique investment bank focused on technology, media, and entertainment M&A. Closely comparable to Wedbush's Disruptive Technology, Media, and Sports IB practice in scale, ownership structure, and sector specialization.
- Robert W. Baird: Employee-owned, independent full-service broker-dealer offering wealth management, investment banking, equity research, and institutional services. Most direct comparable given diversified service mix, private ownership, and similar scale of operations.
- William Blair: Private, employee-owned full-service firm with strong investment banking, institutional brokerage, and wealth management practices. Highly comparable in private ownership, research-driven culture, and growth-company focus.
- D.A. Davidson: Private, employee-owned broker-dealer offering wealth management, investment banking, and capital markets. Comparable in independent ownership structure, multi-line service model, and mid-market focus.
- Stifel Financial: Public, mid-market-focused full-service broker-dealer with wealth management, investment banking, and institutional brokerage. Highly comparable across service lines, including a strong technology and life sciences IB practice where it competes head-to-head with Wedbush.
- Piper Sandler: Public, mid-market broker-dealer focused on investment banking (especially healthcare, technology, and consumer) and public finance. Closely comparable on the IB/Capital Markets side and a strong competitor in technology and growth-sector advisory.
Broad incumbents
- Jefferies Financial Group: Public, full-service broker-dealer with investment banking, equities, fixed income, and prime services. Comparable on institutional brokerage, clearing, and growth-company IB; competes with Wedbush in tech and growth-sector advisory.
- Interactive Brokers: Public, technology-led broker-dealer providing global multi-asset trading, clearing, and prime brokerage. Comparable in clearing/prime services and active-trader focus; a key competitor for Wedbush's clearing and futures business.
- Cantor Fitzgerald: Private broker-dealer with strong fixed income, equities, and prime services business. Comparable in private ownership, clearing/prime brokerage capabilities, and aggressive growth in newer asset classes (including crypto).
- Raymond James Financial: Large, diversified public broker-dealer offering wealth management, investment banking, and asset management with national scale. Overlaps broadly with Wedbush across all three service lines but operates at significantly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Wedbush Securities social profiles
Digital presenceWedbush Securities compliance and trust
Trust signalCompliance5 records
Wedbush Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wedbush Securities leadership team
Management profileNumber of profiles
Profiles9 records
Wedbush Securities subsidiaries and ownership
Company hierarchySubsidiaries1 record
Wedbush Securities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wedbush Securities M&A and investment
M&A and investmentM&A3 records
Investments12 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wedbush Securities
What does Wedbush Securities do?
Wedbush Securities is an independent, private financial services firm providing wealth management, investment banking, capital markets, and multi-asset clearing and prime services. The firm delivers brokerage, advisory, M&A advisory, equity and debt capital markets, equity research, futures clearing, and proprietary ETF products to individual, institutional, and corporate clients through nearly 200 investment professionals across 100 registered offices in the United States.
Is Wedbush Securities a public or private company?
Wedbush Securities is a private company. It is classified as family owned and is currently operating.
When was Wedbush Securities founded?
Wedbush Securities was founded in 1955. It employs 1,001 to 5,000 people.
Where is Wedbush Securities based?
Wedbush Securities is headquartered in Los Angeles, United States, in the North America region.
How does Wedbush Securities make money?
Four revenue lines are on record. Wealth Management & Advisory Services are the primary driver. The others are investment Banking & Capital Markets, multi-Asset Clearing & Prime Services and equity Research & Sales Trading.
Who are Wedbush Securities's main competitors?
Direct peers on record are Allen & Company, Robert W. Baird, William Blair, D.A. Davidson, Stifel Financial and Piper Sandler. Broad incumbents are Jefferies Financial Group, Interactive Brokers, Cantor Fitzgerald and Raymond James Financial.
Does Wedbush Securities have an API?
No public API is recorded for Wedbush Securities.
What industry is Wedbush Securities in?
Wedbush Securities's product category is Securities Brokerage & Investment Banking. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6211.