COMPANY PROFILE

Wunderlich Securities

Explore full profile

Memphis, United StatesFounded 1996Fintech

Valuation $50–100M Last recorded · 2017

Revenue $100–500M Latest reported FY

Headcount 100–500 Current team size

Total funding $10–50M Disclosed equity funding

Unlock exact values

At a glance

Status: Acquired
Founded: 1996
Headquarters: Memphis, United States
Employees: 349
Open positions: None listed
Dealroom signal: 56.7/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Securities
Client focus: b2b
Investment activity: 2 companies, latest May 2015
Capital deployed: $2.9M
Preferred round: SERIES B
Links: Website LinkedIn X

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITION✓Exit	May 2017	$67M	$67M	Undisclosed	—
LATE VC✓Equity / VC	Dec 2013	$40M	$160M	Undisclosed	—

Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021
2020		—

Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Wunderlich Securities website traffic

Latest recorded traffic for Wunderlich Securities is 110 monthly website visits, down 99.7% over the last three months. Wunderlich Securities's team grew 0% over the past year.

Latest monthly visits110 3-month web change-99.7% 1-year team growth0%

Monthly website visitsMar 2016–Mar 2024

Explore monthly traffic historyTrack growth over time and compare with peersBook a demo

Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
OQOQAMSecurities company that has Finansinspektionen's permission to conduct securities business	Malmö kommun, Sweden	Operational	11	—	—
PCPlan Member Services CorporationRetirement plans and securities	United States	Operational
MRMcAdams Wright RagenRegional securities brokerage firm serving individuals, institutional investors, trusts, limited	Seattle, United States	Acquired
ARArtemis.bmArtemis.bm - The Catastrophe Bond, Insurance Linked Securities & Investment, Reinsurance Capital, Alternative Risk Transfer and Weather Risk Management Portal \| Homepage	Brighton, United Kingdom	Operational
FSFiduciary Financial Services of the SouthwestAn independent Investment Advisory firm registered with the United States Securities and Exchange Commission	Dallas, United States	Acquired
GSGlobal Investment SystemsGlobal Investment Systems Limited designs, develops, markets, and supports software packages for the securities accounting industry	United States	Acquired
KFKahn Swick & FotiRepresents investors in securities fraud class actions, as well as shareholders and consumers harmed by corporate wrongdoing.	Madisonville, United States	Operational
RSRainMaker SecuritiesMid-Market Merchant Banking platform \| RainMaker Securities	Chicago, United States	Operational