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Wunderlich Securities

wunderlichsecurities.com

Total Raised

$40M

Investors Count

3

Funding, Valuation & Revenue

3 Fundings

Wunderlich Securities's latest funding round was a Acquired for $67M on May 18, 2017.

Date

Round

Amount

Investors

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Revenue

Sources

5/18/2017

Acquired

$67M

0

FY undefined

1

12/5/2013

Private Equity

$99M

0

FY undefined

10

Other Investors

0

FY undefined

0

Date

5/18/2017

12/5/2013

Round

Acquired

Private Equity

Other Investors

Amount

$67M

$99M

Investors

Valuation

Revenue

0

FY undefined

0

FY undefined

0

FY undefined

Sources

1

10

0

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Wunderlich Securities Investors

3 Investors

Wunderlich Securities has 3 investors. B. Riley Financial invested in Wunderlich Securities's Acquired funding round.

First funding

Last Funding

Investor

Rounds

Board Seats

Type

Location

5/18/2017

5/18/2017

1
Acquired

Diversified Financial Services

California

00/00/0000

00/00/0000

Altamont Capital Partners

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Private Equity

California

Coil Investment Group

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First funding

5/18/2017

00/00/0000

Last Funding

5/18/2017

00/00/0000

Investor

Altamont Capital Partners

Coil Investment Group

Rounds

1
Acquired

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Board Seats

Type

Diversified Financial Services

Private Equity

Location

California

California

Wunderlich Securities Acquisitions

2 Acquisitions

Wunderlich Securities acquired 2 companies. Their latest acquisition was Fiduciary Financial Services of the Southwest on May 01, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

5/1/2015

$99M

Acquired

1

10/1/2014

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$99M

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10

Date

5/1/2015

10/1/2014

Investment Stage

Companies

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Valuation

$99M

$99M

Total Funding

Note

Acquired

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Sources

1

10

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