Wunderlich Securities
- Company typePrivate
- Founded1996
- HeadquartersMemphis, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
Wunderlich Securities firmographics
Firmographics- Name
- Wunderlich Securities
- Website
- https://wunderlichonline.com
- Company type
- Private
- Founded year
- 1996
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
Wunderlich Securities industry classification
Industry- Product category
- Full-Service Brokerage
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), Investment Banking and Securities Intermediation (52315)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Full-Service Brokerage (Wirehouse/Universal) (FSAEACAA)
Keywords
Where Wunderlich Securities is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Markets served
Wunderlich Securities business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Wunderlich Securities product offering
Product offeringCore offering
Wunderlich Securities is a full-service brokerage firm offering equity sales and trading, wealth management, investment banking, and equity capital markets services to institutional and individual clients. The firm also operates wealth management and fiduciary services through acquired entities, providing a comprehensive suite of capital markets and advisory solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Equity Sales and Trading
- Wealth Management
Companies that use Wunderlich Securities
Customer profileIdeal customer profiles2 records
Wunderlich Securities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wunderlich Securities partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
Wunderlich Securities competitors and assessment
Company assessmentDirect peers
- William Blair: Privately held global investment banking and wealth management firm; comparable in institutional services and advisor-led wealth model.
- Stephens Inc. Privately held full-service investment bank and broker-dealer offering institutional research, sales/trading, investment banking, and wealth management.
- Robert W. Baird & Co. Privately held full-service broker-dealer with institutional sales/trading, investment banking, and wealth management. Closely aligned mid-size full-service brokerage peer.
- D.A. Davidson & Co. Employee-owned full-service broker-dealer with investment banking, capital markets, and wealth management divisions; similar mid-size competitor footprint.
- Janney Montgomery Scott: Privately held full-service brokerage providing wealth management, institutional sales/trading, and investment banking — comparable mid-tier business model.
- Raymond James Financial: Diversified financial services firm with parallel institutional sales/trading, investment banking, and wealth management businesses. Comparable in scale range and product breadth to Wunderlich.
- Hilltop Securities: Mid-size broker-dealer with public finance, institutional sales/trading, and wealth management — directly comparable structure and service lines.
- Stifel Financial Corp. Mid-size full-service broker-dealer offering institutional equity sales and trading, investment banking, and wealth management across the U.S. Closely comparable business model and client mix to Wunderlich Securities.
- Oppenheimer & Co. Full-service broker-dealer with wealth management, investment banking, and equity research/trading businesses; direct comparable in target client base and product mix.
Broad incumbents
- JMP Group (now part of Piper Sandler / Citizens): Investment banking and equity research/sales firm with comparable mid-market focus; relevant peer for institutional sales/trading and capital markets business lines.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights5 records
Customer concentration
Wunderlich Securities social profiles
Digital presenceWunderlich Securities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wunderlich Securities leadership team
Management profileNumber of profiles
Profiles6 records
Wunderlich Securities funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wunderlich Securities M&A and investment
M&A and investmentM&A1 record
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wunderlich Securities
What does Wunderlich Securities do?
Wunderlich Securities is a full-service brokerage firm offering equity sales and trading, wealth management, investment banking, and equity capital markets services to institutional and individual clients. The firm also operates wealth management and fiduciary services through acquired entities, providing a comprehensive suite of capital markets and advisory solutions.
When was Wunderlich Securities founded?
Wunderlich Securities was founded in 1996. It employs 251 to 500 people.
Where is Wunderlich Securities based?
Wunderlich Securities is headquartered in Memphis, United States, in the North America region.
Who are Wunderlich Securities's main competitors?
Direct peers on record are William Blair, Stephens Inc., Robert W. Baird & Co., D.A. Davidson & Co., Janney Montgomery Scott, Raymond James Financial, Hilltop Securities, Stifel Financial Corp. and Oppenheimer & Co.. JMP Group (now part of Piper Sandler / Citizens) is listed as a broad incumbent.
Does Wunderlich Securities have an API?
No public API is recorded for Wunderlich Securities.
What industry is Wunderlich Securities in?
Wunderlich Securities's product category is Full-Service Brokerage. Its primary akta.pro industry code is FSAEACAA, Full-Service Brokerage (Wirehouse/Universal). Its NAICS code is 5231 and its SIC code is 6211.