Insights

Growth Initiatives Westlake Securities recently launched a new suite of implant products utilizing advanced additive manufacturing technology, indicating a focus on innovation and expansion into specialized financial services for manufacturing and tech sectors.

Middle Market Focus With a client base primarily composed of middle market companies and services such as M&A advisory and capital formation support, there are opportunities to offer tailored financial solutions, funding, and strategic advisory services aligned with their growth and liquidity objectives.

Technology Integration The company's integration of diverse tech tools like Shopify and Google Maps suggests a modern approach to operations, signaling openness to digital transformation and innovative financial technology partnerships that can enhance service delivery.

Funding and Revenue Although current revenue is modest, less than 10 million dollars, Westlake Securities actively seeks funding to support growth strategies, presenting potential engagement opportunities for capital providers, investor relations, and strategic partners.

Related Market Players Given the competitive landscape with large global investment banks, identifying niche opportunities within mid-sized financial players and specialized service offerings can position your firm as a valuable partner for collaboration on transactions and niche financial products.

Westlake Securities Tech Stack

Westlake Securities uses 8 technology products and services including CookieYes, Squarespace Commerce, Microsoft 365, and more. Explore Westlake Securities's tech stack below.

  • CookieYes
    Cookie Compliance
  • Squarespace Commerce
    E-commerce
  • Microsoft 365
    Email
  • imagesLoaded
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Trovo
    Live Streaming Platforms
  • Yoast SEO
    Search Engines

Westlake Securities's Email Address Formats

Westlake Securities uses at least 1 format(s):
Westlake Securities Email FormatsExamplePercentage
FLast@westlakesecurities.comJDoe@westlakesecurities.com
87%
First@westlakesecurities.comJohn@westlakesecurities.com
9%
First.L@westlakesecurities.comJohn.D@westlakesecurities.com
3%
F-Last@westlakesecurities.comJ-Doe@westlakesecurities.com
1%

Frequently Asked Questions

Where is Westlake Securities's headquarters located?

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Westlake Securities's main headquarters is located at 108 Wild Basin Rd S, Austin, Texas 78746, US. The company has employees across 2 continents, including North AmericaAsia.

What is Westlake Securities's phone number?

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You can contact Westlake Securities's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westlake Securities's official website and social media links?

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Westlake Securities's official website is westlakesecurities.com and has social profiles on LinkedIn.

How much revenue does Westlake Securities generate?

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As of October 2025, Westlake Securities's annual revenue is estimated to be $1.1M.

What is Westlake Securities's NAICS code?

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Westlake Securities's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Westlake Securities have currently?

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As of October 2025, Westlake Securities has approximately 40 employees across 2 continents, including North AmericaAsia. Key team members include President & Ceo: M. A.Founder: C. V.Managing Director, Head Of Cmo Services: L. S.. Explore Westlake Securities's employee directory with LeadIQ.

What industry does Westlake Securities belong to?

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Westlake Securities operates in the Investment Banking industry.

What technology does Westlake Securities use?

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Westlake Securities's tech stack includes CookieYesSquarespace CommerceMicrosoft 365imagesLoadedjQuery MigrateLightboxTrovoYoast SEO.

What is Westlake Securities's email format?

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Westlake Securities's email format typically follows the pattern of FLast@westlakesecurities.com. Find more Westlake Securities email formats with LeadIQ.

When was Westlake Securities founded?

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Westlake Securities was founded in 2003.

Westlake Securities

Investment BankingUnited States11-50 Employees

Westlake Securities is a middle market investment bank founded in 2003 and headquartered in Austin, Texas. Westlake’s principals come from diverse backgrounds advising, operating and investing in middle market companies. Our clients benefit from the team’s deep understanding of deal strategy, operational improvements, equity value creation and transaction process. We view our clients as partners, working closely with them to develop a sincere understanding of their goals and drivers of their business to determine what it will take to create the growth and/or liquidity desired.

 We provide a number of services including: 
- M&A advisory to owners seeking to acquire or exit businesses 
- Public and private equity and debt placements for firms pursuing capital 
- Capital formation support for expansion or growth 
- Liquidity, liquidation and re-structuring advisory, strategies and support
- Management consulting, finance and strategic support
- Onsite and remote fractional and interim CFO, CMO and CEOs

Section iconCompany Overview

Headquarters
108 Wild Basin Rd S, Austin, Texas 78746, US
Phone number
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Westlake Securities's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Westlake Securities's revenue is estimated to be in the range of $25M$50M

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