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Dan Ives Is Putting His Wall Street Fame to Work at Yorkville Ives

After eight years at Wedbush, the famously bullish technology analyst is building his own research business. Can he turn his Wall Street following into paying customers while navigating questions about his other financial interests?

Dan Ives has spent much of his Wall Street career telling investors which technology companies to follow. Now he’s trying to persuade them to follow him. The famously bullish analyst, whose predictions about Apple and Tesla helped make him a fixture on financial television, left Wedbush Securities in July after eight years to help build Yorkville Ives, a merchant bank combining research, advisory services and capital raising.

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On Oct. 7, Ives and his team initiated coverage of 49 companies, largely across A.I., software, cybersecurity and technology infrastructure. It’s an ambitious opening act for an analyst whose name has become nearly as recognizable as some of the companies he covers.

“Investors around the world have followed me for the last 25 years, navigating this market to find the key tech trends and winners,” Ives tells Observer when asked whether his new research venture can attract paying customers. “I am excited for the next chapter in this AI Revolution.”

The enthusiasm, however, comes without a subscriber forecast. Ives did not provide Observer with a target for how many customers Yorkville Ives expects to sign over the coming year.

The new firm is offering more than stock recommendations. It advises companies on mergers, acquisitions and strategic decisions, raises equity and debt capital and invests alongside clients.........

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