Wall Street's leading tech optimist has launched his own investment bank

Dan Ives, one of Wall Street’s best-known technology analysts, who rose to prominence thanks to his bold and optimistic assessments of AI giants, has announced the launch of his own investment bank, according to CNBC.

To launch this project, Ives joined forces with Yorkville Securities, a small broker-dealer. Their joint venture, named Yorkville Ives, will combine investment banking, equity research, institutional trading, and direct investments, according to the website. The company will focus primarily on artificial intelligence, the technology sector, manufacturing, the energy transition, and infrastructure.

Yorkville Ives announced that it will assist companies in raising debt and equity financing in both public and private markets, advise on mergers and acquisitions, capital structure issues and other corporate transactions, provide institutional trading and execution services, and publish independent research reports. In addition, the firm plans to invest its own capital alongside clients and partners.

Yorkville Ives also announced that it will assist clients in raising debt and equity financing in both public and private markets, advise on mergers and acquisitions, and publish independent research reports. In addition, the investment firm plans to invest its own capital.

“The Fourth Industrial Revolution has already begun, and it requires a new type of bank—a modern commercial bank. Research, banking services, trading, and capital—all under one roof, all geared toward the greatest transformation the markets have ever seen,” CNBC quotes Ives as saying.

He will assume the roles of partner and senior managing director at Yorkville Ives. Roger Briggs, a banker with experience at Salomon Brothers, Bankers Trust, SunTrust Robinson Humphrey, and Rabobank, will become CEO.

Ives has spent more than 25 years analyzing technology stocks, the last eight of which he spent at Wedbush Securities. In early July, he announced his departure from the firm to pursue a new project.

Ives is known to market participants not only for his optimistic investment assessments, but also for the eye-catching shirts and jackets he regularly wears on air. Business Insider even called the analyst a fashion icon: “On CNBC, we’re used to seeing guys in [formal] Brooks Brothers suits, but when Ives shows up, it’s all bright pink.”

In 2025, he even launched his own clothing line, as well as an exchange-traded fund (ETF)—the Dan Ives Wedbush AI Revolution ETF—that tracks 30 AI companies. The market value of this fund has since risen by nearly 50%.

This article was AI-translated and verified by a human editor