WUNDERLICH SECURITIES

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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 I... nc. 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 Wunderlichโ€™s Private Client Group welcomed a team of like-minded advisors in Houston, Texas, which became the firmโ€™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 firmโ€™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 firmโ€™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, Wunderlichโ€™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 Companyโ€™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 โ€“ remaining ever diligent in its focus to serve Wunderlich's clients well.

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WUNDERLICH SECURITIES

Social Links:

Industry:
Financial Services Sales Trading Platform

Founded:
1996-01-01

Address:
Memphis, Tennessee, United States

Country:
United States

Website Url:
http://www.wunderlichonline.com

Total Employee:
251+

Status:
Closed

Contact:
(901)251-1330

Email Addresses:
[email protected]

Total Funding:
40 M USD

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Current Advisors List

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James Parrish Member of the Board of Directors @ Wunderlich Securities
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Gary Wunderlich Member of the Board of Directors @ Wunderlich Securities
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Current Employees Featured

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Brian Cushman
Brian Cushman Senior Managing Director @ Wunderlich Securities
Senior Managing Director
2011-09-01

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Stacy Hodges
Stacy Hodges Chief Financial Officer @ Wunderlich Securities
Chief Financial Officer
2014-12-01

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James Ritt
James Ritt Chief Compliance Officer & General Counsel @ Wunderlich Securities
Chief Compliance Officer & General Counsel
2015-01-01

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Marty Gaia
Marty Gaia Managing Director, Head of Equity Capital Markets @ Wunderlich Securities
Managing Director, Head of Equity Capital Markets
2014-01-01

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Stephen Bonnema
Stephen Bonnema Chief Operating Officer @ Wunderlich Securities
Chief Operating Officer
2002-01-01

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James Parrish
James Parrish President Wealth Management Division @ Wunderlich Securities
President Wealth Management Division
2011-01-01

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Joe Schimmelpfennig
Joe Schimmelpfennig Managing Director, Head of Investment Banking @ Wunderlich Securities
Managing Director, Head of Investment Banking
2014-01-01

Founder


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Gary Wunderlich

Acquisitions List

Date Company Article Price
2015-05-01 Fiduciary Financial Services of the Southwest Fiduciary Financial Services of the Southwest acquired by Wunderlich Securities N/A

Investors List

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Altamont Capital Partners

Altamont Capital Partners investment in Venture Round - Wunderlich Securities

Investments List

Date Company Article Money raised
2001-11-01 Freeliant Wunderlich Securities investment in Series B - Freeliant 2.9 M USD

Official Site Inspections

http://www.wunderlichonline.com

  • Host name: lb-182-253.above.com
  • IP address: 103.224.182.253
  • Location: Australia
  • Latitude: -33.494
  • Longitude: 143.2104
  • Timezone: Australia/Sydney

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