Wedbush Financial Services
Overview
Wedbush Financial Services is a diversified financial services holding company headquartered in Pasadena, California. Its primary subsidiary, Wedbush Securities, founded in 1955, offers a comprehensive range of securities brokerage, wealth management, and investment banking services to both private and institutional clients. The firm operates over 100 registered offices and employs nearly 900 professionals, emphasizing client service, financial safety, innovation, and the utilization of advanced technology. The company's investment focus spans multiple asset classes, including fixed income, private equity, real estate, and venture capital. Wedbush Financial Services engages in investments across various stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, the firm primarily concentrates on opportunities within the United States. With a history of over 40 years in the financial services industry, Wedbush Financial Services has developed a strong track record in managing diverse investment portfolios. The firm's investment philosophy centers on delivering innovative solutions tailored to meet the unique needs of its clients, leveraging its extensive industry expertise and commitment to excellence.
Investment Focus
- Focus on U.S.-based opportunities
- Interest in diverse asset classes and investment stages
Portfolio Companies
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Frequently asked questions about Wedbush Financial Services
What sectors does Wedbush Financial Services invest in?
Wedbush Financial Services invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Los Angeles, United States. Wedbush Financial Services is listed as a private investment firm in the ConnectSafely investor database.
What stage does Wedbush Financial Services invest at?
Wedbush Financial Services backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 5M - 50M.
Which regions does Wedbush Financial Services invest in?
Wedbush Financial Services invests across United States.
Who are the partners at Wedbush Financial Services?
Team members listed for Wedbush Financial Services include Mark Bulger (Global Chief Compliance Officer) and Gary Wedbush (President & CEO).
What companies has Wedbush Financial Services invested in?
Wedbush Financial Services's portfolio includes Société Générale, Maybank, Lightspeed Trading, Velocity Trade, Hana Securities, Lime Brokerage, Integrity Trading and NobleTrading.
How do I contact Wedbush Financial Services?
Wedbush Financial Services's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
