Wilson-Davis
Likely to Engage tag.Highly Engaged Employees

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

236 S Main St, Salt Lake City, Utah, 841...

Phone Number

(801) 532-1313

Revenue

$6.3 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

About Wilson-Davis

Wilson-Davis & Co., Inc. (WDCO) has been providing financial services since 1968, combining the personal touch of a small company with the expertise of Wall Street. They cater to both brokers and investors, ensuring a trusted and knowledgeable experience in navigating the financial landscape. WDCO emphasizes integrity, experience, and customer service, making them a reliable choice for clients seeking financial guidance. Their commitment to quality service remains consistent for both long-standing and new clients.Explore more
Wilson-Davis's Social MediaPopular SearchesWilson-Davis & Co IncWilson-Davis & Co. IncWilson Davis & Co IncWilson - Davis & CoWilson Davis & CoSIC Code 62,621NAICS Code 52,523Show more

Wilson-Davis Org Chart

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William Walker, Chief Operating Officer at Wilson-Davis
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Chief Operating Officer

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KD
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Chief of Staff

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JS
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President

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DF
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson-Davis

$6.3M
11-50
Private
<$5M
1968
William Walker, Chief Operating Officer at Wilson-Davis
William WalkerChief Operating Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
<$5M
11-50
Private
-
-
RB
Roy BlumbergFinancial Advisor
<$5M
1-10
Private
-
-
JG
James GehringCertified Financial Planner & Certified Exit Planning Advisor
<$5M
1-10
Private
-
-
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Wilson-Davis is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wilson-Davis is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wilson-Davis.

Wilson-Davis financials insights

Gather financial insights about Wilson-Davis, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Wilson-Davis Tech Stack

A closer look at the technologies used by Wilson-Davis

Most Recent Scoops

Facilities Relocation / Expansion
Wilson-Davis is planning to move offices in May 2026. The move will impact approximately 10 employees at the existing office located at 236 S. Main Street, Salt Lake City, UT.
Facilities Relocation/Expansion
New Hire
Executive Move
Executive Moves, New Hire
Mergers & Acquisitions (M&A)
Funding
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Wilson-Davis News & Media

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Frequently Asked Questions Regarding Wilson-Davis

What is Wilson-Davis's official website?
Wilson-Davis's official website is www.wdco.com
What is Wilson-Davis's Revenue?
Wilson-Davis's revenue is $6.3 Million
What is Wilson-Davis's SIC code?
Wilson-Davis's SIC: 62,621
What is Wilson-Davis's NAICS code?
Wilson-Davis's NAICS: 52,523
How many employees does Wilson-Davis have?
Wilson-Davis has 11-50 employees
What industry does Wilson-Davis belong to?
Wilson-Davis is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wilson-Davis competition?
Wilson-Davis top competitors include: Schneider Wealth Strategies, Flagship Capital Advisors, Lohrenz Financial, Dowd Financial Group
What companies has Wilson-Davis acquired?
Wilson-Davis has acquired the companies: Wilson-Davis, Farmers State Bank, Quantum FinTech Acquisition
What technology does Wilson-Davis use?
Some of the popular technologies that Wilson-Davis uses are: Google Font API, DigitalOcean
How do I contact Wilson-Davis?
Wilson-Davis contact info: Phone number: (801) 532-1313 Website: www.wdco.com
What does Wilson-Davis do?

Wilson-Davis & Co., Inc. (WDCO) has been providing financial services since 1968, combining the personal touch of a small company with the expertise of Wall Street. They cater to both brokers and investors, ensuring a trusted and knowledgeable experience in navigating the financial landscape. WDCO emphasizes integrity, experience, and customer serv... ice, making them a reliable choice for clients seeking financial guidance. Their commitment to quality service remains consistent for both long-standing and new clients.Read More

What are Wilson-Davis social media links?
Wilson-Davis Linkedin page
Is Wilson-Davis a public company?
Wilson-Davis is private company therefore does not currently have an official ticker symbol
See more information about Wilson-Davis

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