Wedbush

Overview

Wedbush Securities is a prominent investment firm and one of the largest securities firms and investment banks in the United States, headquartered on the West Coast. Founded in 1955 by Edward Wedbush and Robert Werner, the company has grown substantially from its humble beginnings, now operating nearly 100 offices across the nation.

The firm offers a broad array of financial services, including brokerage, clearing, investment banking, equity and hedge fund research, sales and trading, public finance, fixed income services, asset management, and wealth management. Wedbush is recognized for its advanced technology platforms, such as ClientLink™ and BrokerInsight™, which enhance operational efficiency and client experience. The organization serves individual, institutional, and corporate clients, providing innovative solutions tailored to unique financial needs, and was the first U.S. financial institution to accept Bitcoin payments in 2014.

Basic Information

Contact Details

• Phone: +1 213-688-8000
• Website: wedbush.com
• LinkedIn: linkedin.com/company/wedbush

Key Focus Areas & Initiatives

• Retail brokerage
• Wealth management
• Capital markets
• Investment banking
• Equity research
• Fixed income
• Public finance
• Clearing
• Execution
• Private equity
• Prime brokerage
• Futures
• Diversified offerings
• Investment research
• Financial reporting
• Estate planning
• Advanced risk management
• Services
• Market analysis
• Client relationship management
• Trade clearing
• Regulatory oversight
• Brokerage
• Order routing
• Client-specific reporting
• Brokerage services
• Brokerage technology innovation
• Data security
• ETFs
• Portfolio management
• Broker-dealer
• Community engagement
• Securities brokerage
• Asset management
• Order execution
• Retirement planning
• Digital trading platforms
• Compliance oversight
• Technology infrastructure
• Client advisory
• Compliance monitoring
• Market data feeds
• Client trade analytics
• Financial analytics
• Institutional execution
• Institutional trading
• Order execution platforms
• Client portals
• Compliance
• International trading
• Financial safety
• Customer service
• Market access technology
• High-frequency trading support
• Regulatory disclosures
• Risk management
• International exchange access
• Custom trading algorithms
• Market intelligence tools
• Securities trading
• Trade settlement automation
• Client access
• Community support
• Prime services
• Regulatory compliance
• Investment management
• Retail clients
• Institutional clients
• Financial innovation
• Technology solutions
• Client engagement tools
• Diversified services
• Securities lending platforms
• Cash management
• Private client services
• Advanced order routing
• Client onboarding systems
• Securities lending
• Client-specific risk controls
• Financial advisory
• Investment strategies
• Client services
• Discretionary portfolio management
• Global securities access
• Regulatory compliance systems
• Financial planning
• Client communication tools
• Trade surveillance
• Market access
• Client portfolio reporting
• Financial services
• Securities clearing
• Market data analytics
• Broker-dealer network
• Trade settlement
• Compliance and risk analytics
• Discretionary management
• International securities trading
• Retail
• Tax planning
• Global trading
• Alternative investments
• Client onboarding
• Investment analytics
• Regulatory reporting tools
• Trading platforms
• Multi-asset trading
• Multi-asset class trading
• Customized trading solutions
• Trade automation
• Client reporting tools
• Order management systems
• Proprietary trading systems
• Financial data management
• Financial technology
• Securities and commodity contracts intermediation and brokerage
• Institutional research support
• Investment solutions
• Lending services
• Checking accounts
• Equities research
• Sales and trading
• Corporate access
• Clearing services
• Execution services
• Advisor support
• Client relationships
• Personal banking
• Mutual funds
• Stocks and bonds
• Financial advisors
• Institutional investing
• Client consultations
• Financial goals
• Investment products
• Customized solutions
• Client education
• Financial wellness
• Investment guidance
• Wealth accumulation
• Financial assessment
• Client reviews
• Fee transparency
• Long-term relationships
• Financial milestones
• Retirement goals
• Investor protection
• Financial tools
• B2B
• Finance
• Law practice
• Legal services
• Computer & network security
• Information technology & services
• Financial consulting
• Consulting
• Management consulting
• Finance technology
• Banks & credit unions
• Financial advising

Technologies Used

• AI
• ASP.NET
• Adobe Creative Suite
• Amazon AWS
• Amazon CloudFront
• Atlassian Cloud
• Azure Purview
• BASE
• Bootstrap Framework
• BriteVerify
• Claude
• Coinbase
• DoubleClick
• DoubleClick Conversion
• Drupal
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google AdWords Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Play
• Google Tag Manager
• Microsoft Excel
• Microsoft Office
• Microsoft Office 365
• Microsoft PowerPoint
• Microsoft-IIS
• Mobile Friendly
• Nginx
• Quantcast
• Route 53
• SQL
• Salesforce CRM Analytics
• Salesforce Marketing Cloud
• Slack
• Tableau
• WordPress.org
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Wedbush Futures
• Wedbush Financial Services
• ABR Investment Strategy
• Wedbush Capital
• AlphaOne Asset Management
• Wedbush Capital Partners
• Decker & Co.
• Wedbush Funds