Dan Ives launches Yorkville Ives merchant bank after Wedbush exit
Veteran tech analyst Dan Ives has launched Yorkville Ives & Co., a new merchant bank combining investment banking, equity research, institutional trading, and principal investing. The move marks a major career shift after years leading equity research at Wedbush Securities.
## A New Chapter for a Tech Analyst
Veteran technology analyst Dan Ives is stepping out on his own, launching a new merchant bank called Yorkville Ives & Co. The firm represents a significant career pivot for one of Wall Street's most recognizable voices on tech stocks and emerging trends.
## What the Firm Offers
Yorkville Ives & Co. will bundle four core services under one roof: investment banking, equity research, institutional trading, and principal investing. This integrated approach is designed to give clients a single counterparty across capital markets and research, rather than forcing them to engage multiple firms.
## Why It Matters
Ives built his reputation as a star analyst at Wedbush Securities, where he became a fixture on financial media for his bullish calls on companies like Tesla and his coverage of the broader tech sector. His decision to launch an independent merchant bank signals confidence that he can translate that personal brand into a full-service financial platform.
## The Business Model
Unlike a traditional sell-side brokerage, a merchant bank blends advisory work with the firm's own balance sheet. Principal investing, in particular, means Yorkville Ives will deploy its own capital alongside clients, aligning incentives and creating potential upside beyond standard fee-based revenue streams. The combination of institutional trading and equity research adds further depth to the offering.
## Looking Ahead
Ives is betting that his relationships across Silicon Valley, institutional money management, and the crypto and AI sectors will translate into a robust pipeline of mandates. For clients, the pitch is simple: high-profile analytical insight backed by a versatile capital markets platform. The launch positions Yorkville Ives & Co. as a challenger to established players in the boutique investment banking space.
