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Wedbush Financial Services operates as a diversified holding company. Its primary subsidiary, Wedbush Securities, delivers comprehensive securities brokerage, wealth management, and investment banking services to both private and institutional clients. The firm emphasizes client service, financial safety, and innovative technology across its offerings.
The origins of Wedbush Securities trace to 1955, when Edward W. Wedbush and Robert Werner co-founded Wedbush & Company. These entrepreneurs established the firm with initial capital after college, driven by an insight into emerging opportunities within financial markets and a desire to capitalize on dynamic conditions.
Serving a broad clientele of individual investors and institutional entities, Wedbush Financial Services aims to empower clients in achieving their financial goals. Its long-term vision involves continuously evolving service offerings, maintaining dedication to client success, and adapting to the changing financial landscape.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Mar 28, 2023 | Sarna | $2.5M Seed | Kate Kitto | Lauren DeLuca, Petra Griffith |