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Star Tech Analyst Dan Ives Leaves Wedbush to Build New Firm

Prominent Wall Street tech analyst Dan Ives is departing Wedbush Securities to launch a venture he describes as a 'modern merchant bank.'

Dan Ives, one of Wall Street's most recognizable voices on technology stocks, is leaving Wedbush Securities to strike out on his own. The move marks a significant departure for the firm that helped elevate his profile as a go-to analyst for major tech names, from Apple to electric vehicle makers.

Ives indicated his new venture will be structured around the concept of a "modern merchant bank" — a term that evokes a hybrid model blending investment advisory, deal-making, and capital markets functions under one roof. The phrase suggests ambitions that go well beyond traditional equity research, pointing toward a broader financial services platform built around the technology sector.

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The timing is notable. Technology equities have remained at the center of investor attention, driven by artificial intelligence enthusiasm and ongoing debate over valuations in a higher-rate environment. An analyst of Ives' visibility launching an independent firm could signal growing demand for research and advisory services that operate outside the legacy brokerage structure.

For Wedbush, losing a figure as prolific and media-present as Ives represents a meaningful brand shift. His commentary has been a regular fixture on financial television and in market dispatches, giving the mid-sized firm outsized visibility in the tech coverage space. How the firm responds — and who fills that analytical role — will be closely watched by institutional clients and retail investors alike.

The specifics of the new firm's structure, funding, and launch timeline were not disclosed. Continue reading at US Top News and Analysis.

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Frequently Asked Questions

Q.Why is Dan Ives leaving Wedbush Securities?

Dan Ives is departing Wedbush to launch his own new venture, which he has described as a 'modern merchant bank,' suggesting broader ambitions beyond traditional equity research.

Q.What is a modern merchant bank?

Ives used the term 'modern merchant bank' to describe the model for his new firm, implying a hybrid financial services operation that could combine advisory, deal-making, and capital markets functions.

Q.What will Dan Ives' new firm focus on?

While specific details about the firm's structure and timeline have not been disclosed, the 'modern merchant bank' framing suggests a focus on the technology sector across multiple financial services disciplines.

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