Wall Street's leading tech optimist is leaving Wedbush. He wants to start his own investment bank
Dan Ives, one of Wall Street’s best-known tech analysts, has spent the last eight years at Wedbush, but has now announced plans to leave the company and start his own business / Photo: downtownjoshbrown / Instagram
Dan Ives, a favorite among retail investors and one of Wall Street’s best-known tech optimists, announced that he is leaving Wedbush Securities, where he has worked for the past eight years. The analyst now plans to launch his own “modern investment bank,” which will focus on helping companies and investors capitalize on the opportunities created by AI and other structural changes in the economy. Ives discussed this in an interview with CNBC.
Details
“It’s been a phenomenal eight years at Wedbush,” Ives remarked. “But my next goal is to build a modern investment bank with strong partners, long-term capital, and a vision that I believe will change Wall Street’s perception of investment banks.” The launch of the new firm will be officially announced in the coming weeks, he added.
The company will provide exclusive analysis, offer strategic consulting and capital-raising services, and invest in the technology, energy, and financial sectors. In addition, Ives intends to continue providing research coverage of technology companies while developing the business, according to CNBC.
What is Dan Ives known for?
Ives has been analyzing technology stocks for more than 25 years. For the past eight years, he has worked at the investment firm Wedbush Securities as managing director and head of global technology research. CNBC notes that his departure is also notable because, in addition to his role as an analyst at Wedbush, Ives was involved in activities atypical for his field: he served on the advisory board of Zeta Global, an AI-based cloud platform, and for a time chaired the board of directors of Eightco Holdings, an AI- and blockchain-focused investment firm. At Eightco, he oversaw the strategy for building cryptocurrency reserves based on the Worldcoin token, which is linked to Sam Altman’s World project, CNBC notes. In March 2026, Ives also stepped down from that position.
Ives is also known among market participants for his optimistic forecasts regarding AI companies’ stocks and his frequent media appearances. Last year, he launched his own clothing line, and in June 2025, he launched the exchange-traded fund (ETF), the Dan Ives Wedbush AI Revolution ETF, which tracks 30 AI companies. The fund’s market value has risen by nearly 50% since its launch.
This article was AI-translated and verified by a human editor
