Recent Acquisition Wunderlich Securities was acquired by B. Riley Financial in 2017 for $67 million, indicating a strategic integration within a broader diversified financial services group, which could present cross-selling opportunities for financial products and services.

Market Presence Operating with a workforce of 201-500 employees and generating annual revenues between $100M and $250M, Wunderlich represents a mid-sized firm with potential needs for scalable technology solutions and operational efficiencies.

Technological Stack Utilizing technologies such as PHP, Microsoft ASP.NET, and Google Analytics, the company shows an openness to digital tools, allowing for targeted technology upgrade or integration proposals especially in analytics and client engagement platforms.

Leadership Focus Recent hiring of senior talent in fixed income markets highlights ongoing growth and potential opportunities to support their fixed income offerings with specialized financial products or consulting services.

Strategic Growth As part of a larger publicly traded entity, Wunderlich is positioned for continued expansion and modernization efforts, presenting opportunities for technology, compliance, and professional development solutions tailored to evolving industry standards.