Wedbush Securities
1000 Wilshire Blvd.,
Los Angeles, 90017, CA,
United States
Los Angeles, 90017, CA,
United States
1 213-688-8000
Banking and Financial Services
Wedbush Securities Technographics
Wedbush Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wedbush Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 900 Wedbush Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wedbush Securities has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, FIS Relius for Benefits Administration, Pension Administration in 2017, Sungard Loanet for Debt Collection and Recovery, Loan Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wedbush Securities is running and its propensity to invest more and deepen its relationship with Microsoft , FIS Global , UKG or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Wedbush Securities revenues, which have grown to $250.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Wedbush Securities intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Wedbush Securities Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2013 | 2013 |
Wedbush Securities implemented Microsoft Dynamics GP in 2013 to provision a centralized ERP Financial application supporting the firm’s corporate accounting and finance functions. The implementation is positioned to handle core financial processes and reporting, with Microsoft Dynamics GP serving as the primary system for general ledger orchestration and transaction processing across the finance organization.
Configuration and functional focus included setup of core general ledger, accounts payable and accounts receivable workflows consistent with ERP Financial capabilities, alongside reporting configuration that leverages Management Reporter for statutory and management reports. Administration activity documented in operational notes shows routine use of Excel macros and SQL for data manipulation and analysis, indicating configured interfaces for batch data imports, reconciliations, and custom reporting extracts.
The Microsoft Dynamics GP deployment was integrated into an existing financial technology ecosystem, with explicit operational links to Ascend, Blackline, Board, Concur, FIS Global, Management Reporter, and Microsoft Azure and SQL platforms as part of the firm’s accounting and treasury landscape. Operational scope emphasized day to day finance and accounting operations with local administration tied to the Los Angeles site, and collaboration on a firmwide sales compensation SaaS project that was tested and rolled out to automate compensation calculations.
Governance and operational controls were formalized through a centralized business systems analyst role that served as the primary point of contact for stakeholders and vendors, supervised system performance, and maintained interfaces. Testing and quality assurance practices, scheduled training and documentation, and use of SharePoint for project governance supported implementation discipline, and internal records cite a 100% on time project completion rate for managed initiatives.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2017 | 2017 |
In 2017, Wedbush Securities implemented FIS Relius for Benefits Administration,Pension Administration to manage retirement plan operations and benefits reporting across its payroll and HR function. The deployment at Wedbush Securities centralized 401k enrollment and pension administration workflows, using FIS Relius to drive core plan administration activities for the firm’s employee base and benefits team.
FIS Relius was configured to support explicit pension and benefits tasks, including enrolling employees in 401k plans, preparing and compiling data for Form 5500 reporting, processing distribution requests, and handling loan request processing. The application was also used to create check requests and to upload semi monthly payroll information into benefits records, aligning pension administration and payroll reporting workflows within the Benefits Administration,Pension Administration domain.
Operational coverage for FIS Relius spanned the payroll and HR departments at Wedbush Securities Los Angeles, where payroll staff and supervisors used the system day to day for benefit transactions and compliance activities. The implementation supported regular interactions with external agencies, including work with the IRS to resolve tax situations and the submission of regulatory items such as FIT, SIT, FICA, levies and garnishments, while staff responded to employee and HR inquiries through Relius driven processes.
Governance and process ownership rested with payroll leadership who supervised and trained payroll staff, evaluated staff performance, approved departmental time and hours, and managed semi monthly uploads and special project implementations. FIS Relius therefore functioned as the primary application for administering retirement benefits at Wedbush Securities, enabling standardized enrollment, distribution, reporting, and compliance workflows across payroll and benefits administration.
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Core HR | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2022 | 2022 |
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Workforce Analytics | HCM |
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2017 | 2017 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | Sungard Loanet | Debt Collection and Recovery, Loan Management | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, Wedbush Securities deployed Sungard Loanet to support securities lending and loan servicing workflows. The deployment is categorized as Debt Collection and Recovery,Loan Management and was adopted by the firm to operationalize callback processing for loaned and borrowed securities on the equity finance desk.
Implementation focused on core securities lending features typical of Loan Management and Debt Collection,Loan Management systems, including automated callback and recall processing, loan lifecycle tracking, inventory and locate management for ETFs and hard to borrow securities, settlement exception handling, and operational reporting. Sungard Loanet was configured to centralize callback workflows and to provide traders and operations staff with position and recall visibility tied to lending activity.
Operational coverage included the Jersey City securities lending desk and the firms Equity Finance group, where day to day callback processing and ETF research were routed through Sungard Loanet, as evidenced by internal operational activities documented in 2018. The system was positioned to interoperate with trading, settlement, and custody workflows to support recall execution and exception resolution without naming specific external systems.
Governance and process orientation routed oversight through the Head of Equity Finance, with research and locate decisions for hard to borrow inventory integrated into workflow review and escalation paths. Configuration and rollout emphasized standardizing recall handling and operational reporting for securities loan and borrow activities rather than wider enterprise finance transformation.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2025 | 2025 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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EPM | EPM |
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2013 | 2014 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Performance and Planning | Investment Management |
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2025 | 2026 |
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Trade Order Management System (TOMS) | Investment Management |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2016 | 2016 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Wedbush Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Wedbush Securities Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wedbush Securities IT executives and key decision makers. This section highlights Wedbush Securities's latest recorded technology evaluations, including Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-01-25. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wedbush Securities digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Wedbush Securities Technographics
Wedbush Securities is a Banking and Financial Services organization based in United States,
with around 900 employees and annual revenues of $250.0 million.
Wedbush Securities operates a diverse technology stack with applications such as
Microsoft Dynamics GP, FIS Relius and Sungard Loanet,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Debt Collection and Recovery, Loan Management.
Wedbush Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and FIS Global.
Wedbush Securities recently adopted applications including
Unit4 Success4U in 2025, Broadridge Performance and Attribution in 2025 and Lumen Cloud (ex CenturyLink) in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wedbush Securities’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wedbush Securities’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Wedbush Securities technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.