Wedbush Securities

Wedbush Securities

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Investment Firm

Overview

Wedbush Securities is an investment firm that offers a range of financial services to its clients.

The company’s range of services include investments, clearing and execution, financing and advising, securities, and research. Investing consists of wealth management, asset management, and personal banking. Clearing consists of brokerage and futures. Financing consists of investment banking, public finance, business banking, margin lending, and private equity. Securities consist of equities, fixed income, cash management, and private company strategies. It offers its services for individuals, institutes, corporations, brokers, and automated traders.

Wedbush Securities was founded in 1955 and is based in California.

Highlights

Founded

1955

Industry

Financial Services

Employees

501-1000

Investment

9

Lead Investment

2

Exits

1

Stages

Seed, Early Stage Venture, Late Stage Venture

Investor Type

Investment Bank

Location

United States, North America

Contact Information

Social

Profile Resume

Wedbush Securities, established in 1955 and headquartered in United States, North America., specializes in Seed, Early Stage Venture, Late Stage Venture investments across Financial Services, SaaS, Manufacturing, Impact Investing, Asset Management, FinTech, Finance, Banking, Wealth Management, Blockchain. The organization boasts a portfolio of 9 investments, with an average round size of $49.8M and 1 successful exits. Their recent investments include Sarna, Motivate Venture Capital, Valkyrie, SenaHill Partners, BNY. The highest investment round they participated in was $46.8B. Among their most notable exits are Sarna and Motivate Venture Capital. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Michael Pachter

Michael Pachter

Research Analyst

imagePlace Bertram Zweig

Bertram Zweig

Director

imagePlace Daniel Ives

Daniel Ives

Managing Director, Equity Research

imagePlace Christopher Mone

Christopher Mone

Head Of Wealth Management

imagePlace James Moore

James Moore

Vice President of Investments

imagePlace Chris Ellis

Chris Ellis

Vice President, Investments

Investment portfolio

Wedbush Securities has made 9 investments. Their most recent investment was on Apr 28, 2022, when Sarna raised $1.6M.

Wedbush Securities has made 2 diversity investments. Their most recent diversity investment was on Jun 08, 2022, when Valkyrie raised $11.2M.

investments

9

Diversity investments

2

Lead investments

2

Number of exits

1

Investments

9

Annouced DateOrganization NameIndustryMoney Raised
Apr 28, 2022
Sarna Sarna
Financial Services1.6M
Jun 08, 2022
Valkyrie Investments Valkyrie Investments
Financial Services11.2M
Jun 08, 2022
Valkyrie Valkyrie
Financial Services11.2M
Jun 11, 2024--3.0M

Exits

1

Funding Timeline

Funding rounds

9

Investors

0

Funds

0

Funding Rounds

9

Wedbush Securities has raised 9 rounds. Their latest funding was raised on Jun 11, 2024 from a Pre Seed Round - Strands round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Apr 28, 2022
Seed Round - Sarna Seed Round - Sarna
-1.6M-
Jun 08, 2022
Venture Round - Valkyrie Investments Venture Round - Valkyrie Investments
-11.2M-
Jun 08, 2022
Venture Round - Valkyrie Venture Round - Valkyrie
-11.2M-
Jun 11, 2024
Pre Seed Round - Strands Pre Seed Round - Strands
-3.0M-

Investors

0

There is no funding round available on this profile

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

Invest in industries

Recent Activity

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