Wunderlich Securities
Wunderlich Securities's email is info@wundernet.com
and
Wunderlich Securities's phone number is (901)251-1330
.
Founded in 1996 in Memphis, Tennessee, Wunderlich is a full-service investment firm serving the needs of individuals, corporations and institutional clients through our wealth management, investment banking and capital markets divisions. Additionally, we offer inter-dealer institutional fixed income trading services through Fundamental Broker Inter-Dealer (FBI) and operate registered investment advisory subsidiaries. Our firm was ranked among the fastest growing private companies in America by Inc. Magazine from 2010 through 2013. In 1996, then 26-year old Gary Wunderli...
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Founded in 1996 in Memphis, Tennessee, Wunderlich is a full-service investment firm serving the needs of individuals, corporations and institutional clients through our wealth management, investment banking and capital markets divisions. Additionally, we offer inter-dealer institutional fixed income trading services through Fundamental Broker Inter-Dealer (FBI) and operate registered investment advisory subsidiaries. Our firm was ranked among the fastest growing private companies in America by Inc. Magazine from 2010 through 2013. In 1996, then 26-year old Gary Wunderlich coupled his investment banking background with an entrepreneurial vision when he acquired a small broker/dealer in Memphis, Tennessee, and launched Wunderlich Securities. During a time of broad consolidation among the larger, regional investment firms, Wunderlich sought to fill a void with his new venture. Initially, Wunderlich Securities focused only on serving individual investors in the Memphis area. But within two years, the industry took notice and Wunderlich’s Private Client Group welcomed a team of like-minded advisors in Houston, Texas, which became the firm’s first of many branch locations. By 2002, the firm was well-established with 60 experienced financial advisors. Over the next six years, Wunderlich expanded its reach into institutional sales, trading and research with the launch of its Fixed Income division, followed shortly by an Equity Capital Markets division. During this time, the firm’s growth and business model attracted the attention of Coil Investment Group, a Norwegian-based private equity and venture capital firm, which then became a financial partner in 2007. This investment fueled continued expansion for Wunderlich in the years ahead. As the Private Client Group added advisors and new locations in Tennessee and Michigan, the Equity division expanded into investment banking as a result of two banking boutique acquisitions. By 2011, the firm’s equity research effort had grown to 16 analysts following over 200 companies. Considered by this time a full-service financial services firm as a result of a broad offering of individual and institutional services, Wunderlich was recognized by Inc. Magazine as one of the fastest growing private companies of 2010. This honor was repeated again in 2011, 2012 and 2013 as the firm continued to chart steady growth across all divisions. By 2013, Wunderlich’s Private Client Group had surpassed 200 financial advisors with $8 billion in client assets. During that year, the firm received a second capital investment through Altamont Capital Partners, a California-based private equity firm with over $1 billion in capital. Yet another notable milestone was Wunderlich Investment Company’s 2015 acquisition of Dominick & Dominick, an esteemed firm with a history spanning more than a century on Wall Street. This group of advisors continues to serve high-net worth investors from offices in New York, Miami and Atlanta as a division of the Wunderlich Securities Wealth Management division. Within a few months, the firm also added a Dallas-based investment advisory firm, Fiduciary Financial Services of the Southwest, with over $400 million in assets under management to our company. At the conclusion of its 2015 fiscal year in June, Wunderlich had 500 associates working in more than 25 locations across 17 states to manage $10+ billion of client assets. As Wunderlich looks forward to the 20th anniversary of its founding, the firm is committed to the vision that has led to its success thus far – remaining ever diligent in its focus to serve Wunderlich's clients well.
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Website | wunderlichonline.com | |
Industry | Financial Services | |
Location | Memphis, Tennessee, United States | |
Employees | 236 | |
Founded | 1996 |
HQ | 6000 Poplar Avenue Suite 150 | |
Phone | (901)251-1330 | |
info@wundernet.com | ||
Funding | 40,000,000 USD | |
Competitors | Jpmorgan Chase & Co., Wells Fargo, Citi, Hsbc, Allianz, Jpmorgan Chase & Co., |
Website | wunderlichonline.com | |
Industry | Financial Services | |
Location | Memphis, Tennessee, United States | |
Employees | 236 | |
Founded | 1996 | |
linkedin.com/company/wunderlich-securities | ||
HQ | 6000 Poplar Avenue Suite 150 | |
Phone | (901)251-1330 | |
info@wundernet.com | ||
Funding | 40,000,000 USD |
Email Patterns for Wunderlich Securities
Top Competitors for Wunderlich Securities
Wunderlich Securities Questions
Where are Wunderlich Securities's headquarters?
Wunderlich Securities's headquarters are in 6000 Poplar Avenue Suite 150
What is Wunderlich Securities's phone number?
Wunderlich Securities's phone number is (901)251-1330
What is Wunderlich Securities's official website?
Wunderlich Securities's website is wunderlichonline.com
How many employees are working in Wunderlich Securities right now?
Wunderlich Securities has
236 employees.
View the Email and Phone Numbers for all 236 working at Wunderlich Securities.
What is Wunderlich Securities's industry?
Wunderlich Securities's industry is
Financial Services
Who are Wunderlich Securities's top competitors?
Wunderlich Securities's top competitors are
Jpmorgan Chase & Co.
,
Wells Fargo
,
Citi
,
Hsbc
,
Allianz
,
Jpmorgan Chase & Co.
What is Wunderlich Securities's email address?
Wunderlich Securities's email address is info@wundernet.com
What are Wunderlich Securities's categories?
Wunderlich Securities's categories are Financial Services, Sales, Trading Platform
What is Wunderlich Securities's location?
Wunderlich Securities's location is
Memphis, Tennessee, United States
When was Wunderlich Securities's founded?
Wunderlich Securities's founding year is 1996
What is Wunderlich Securities's funding?
Wunderlich Securities's funding is 40,000,000 USD
What is Wunderlich Securities's current status?
Wunderlich Securities's current status is closed
Top Wunderlich Securities Employees
Advisor At Wunderlich Securities
aseessel@wunderlichsecurities.com
+1901-359-2604
Senior Vice President
cdelaney@wundernet.com
+1917-647-1009
Vice President Sales And Marketing
cdelaney@wundernet.com
+1917-647-1009
Financial Advisor
ddevasto@wundernet.com
+1314-781-0792
Registered Representative
guaydude@yahoo.com
+1415-690-6345
Supervisory Analyst, Part Time
heidimort@att.net
+1410-464-1054
Senior Managing Director
bcushman@wunderlichsecurities.com
+1212-364-2604