Mergers and Acquisitions Wunderlich Securities has been fully integrated into B. Riley Wealth Management through a significant acquisition in 2017, indicating a recent expansion strategy that may create cross-selling opportunities with existing clients of B. Riley Financial.

Market Position As a full-service investment firm with a revenue range of 100M to 250M, Wunderlich presents a sizable client base and assets under management, offering potential for growth in wealth management and investment advisory services.

Technological Infrastructure Utilizing a modern tech stack including PHP, ASP.NET, and analytics tools suggests the company invests in digital infrastructure, enabling efficient client engagement and operational efficiencies—opportunities for tailored digital solutions or partnerships.

Focus on Fixed Income The hiring of senior talent in the fixed income capital markets division indicates a strategic emphasis on fixed income products, opening avenues to introduce related financial instruments or advisory services to their expanding client base.

Employee Base & Growth With a workforce of up to 500 employees and recent strategic moves, the company is positioned for growth, which could benefit from offerings of talent development solutions, technology upgrades, or consulting in financial services innovation.