Wedbush Tech Stack

Investment bank and brokerage with emerging crypto M&A and wealth management focus

Financial Services Pasadena, California 501–1,000 employees Founded 1955 Privately Held

Wedbush is a 70-year-old investment bank and securities brokerage with nearly 900 employees across 100 offices, operating a multi-line business spanning retail brokerage, wealth management, capital markets, and investment banking. The company is actively building a crypto M&A and investment banking franchise while managing complex regulatory obligations (AML, 15c3-3 compliance). Tech stack leans SQL, Tableau, AWS, and Salesforce, with recent Claude adoption—a pattern suggesting exploration of AI-assisted workflows in compliance and deal support.

Tech Stack 25 technologies

Core StackTableau Power BI SQL Server PostgreSQL AWS RDS Python Adobe Illustrator Adobe Creative Cloud AWS SQL Word Excel PowerPoint Outlook Coinbase Microsoft Office Azure SQL Amazon Aurora PowerShell Bash InDesign Dreamweaver Photoshop Salesforce Marketing Cloud Claude

What Wedbush Is Building

◆Challenges

Hris integration across entities
Reducing escalated technical issues
Diagnosing complex performance issues
Establishing new semiconductor practice
Compliance with 15c3-3 regulations
Expanding investment banking platform
Optimizing extremely large datasets
Scalable hr infrastructure
Complex technical issues
Maintaining aml compliance program

▲Active Projects

Originate and close crypto m&a transactions
Originate and execute m&a deals
Build crypto investment banking franchise
Compliance application lifecycle management
Design and govern global compensation and benefits programs
Sector deep-dives
New company initiations
Service desk policy development
Integration of third-party compliance tools
Build scalable hr infrastructure

Hiring Activity

Steady70 roles · 30 in 30d

Department

Finance

Research

Sales

Support

Compliance

Engineering

Marketing

Data

Seniority

Mid

Senior

Director

Manager

Junior

Lead

Notable leadership hires: Head of Human Resources, Managing Director, Investment Banking Director

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About Wedbush

Wedbush Securities is the primary operating subsidiary of Wedbush Financial Services, a privately held firm founded in 1955 and headquartered in Pasadena, California. The firm serves both private and institutional clients across retail brokerage, wealth management, equity and fixed-income capital markets, investment banking, clearing and execution, equity research, and prime brokerage. Current hiring focus is heavily concentrated in finance (28 roles), research (8), and sales (7), with smaller compliance and engineering teams scaling infrastructure and regulatory applications. Active initiatives include originating crypto M&A and investment banking transactions, compliance application modernization, and HRIS consolidation across legal entities.

HeadquartersPasadena, California

Company Size501–1,000 employees

Founded1955

Hiring MarketsUnited States, Peru, Canada

Frequently Asked Questions

What is Wedbush's tech stack?

SQL, Tableau, Power BI, AWS (including RDS and Aurora), Azure SQL, Salesforce Marketing Cloud, Python, and recently Claude. Microsoft Office tools (Excel, Word, PowerPoint, Outlook) are also in use.

What is Wedbush building in crypto?

The company is actively originating and closing crypto M&A transactions and building a crypto investment banking franchise as a core strategic initiative.