Our Platform
We empower financial professionals to make an impact, wherever they are in life.
What is the Weild & Co. Platform?
Our platform strategy is focused on enabling our registered professionals to provide a broader spectrum of corporate finance and capital raising services. We strive to provide a differentiated approach that is client-focused and anchored in the notion that a team can provide a more tailored degree of service than an individual.
Therefore, through the Weild platform, our goal is for our bankers to feel they are supported as in bulge-bracket firms, with quick access to industry-specific professionals, and full visibility into their earning potential.
Why Join Weild?
Our bankers and agents are empowered by these Shared Services among many other benefits.
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Teams win. Investment bankers join Weild & Co. because our firm helps them make more money by allowing them to spend more time on production and enabling them to do deals and bring value to clients that they could not do on their own.
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We have investment banking and capital markets talent from the best firms with a broad range of industry, geographical, and product expertise.
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You can make a significant living with the freedom to live and work from anywhere. Our bankers work for themselves, giving them a newfound sense of freedom not possible at traditional firms.
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Led by the "Father of the JOBS Act," we assist professionals in licensing, navigating the complex FINRA and SEC environment, and ensuring compliance through all parts of the deal cycle . Whatever the question or need, we can find an answer or solution in-house.
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The collaborative nature of our network gives you access not only to experienced bankers, but also to their networks that have been curated through $3bn+ of closed transactions.
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Much like industry verticals, Weild & Co. is building practices around experts in family office coverage groups, lending groups, PE groups, and VC groups.
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A registered professional cannot do it all, and why should they? We are building an internal banker-for-hire model that provides document review, due diligence services, financial modeling, financial valuations, and security structuring advisory. Some consider this shared service Junior Banker Support.
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Our bankers enjoy templates for introductory materials, marketing materials, sample PPMs, decks, subscription documents, NDAs, engagement letters, etc. so that bankers can focus on what matters most - the client.
Our bankers and clients are the reason we do what we do: Contributing to upward mobility, inclusion, social impact and creating economic infrastructure to serve future generations.
Is Weild & Co. Right For Me?
Our professionals are Independent Contractors housing their licenses and conducting securities work through the Weild & Co. Broker-Dealer.
We look for bankers that have deep securities experience with a focus in private capital raises and M&A. We enjoy diversity across our platform and we are not afraid to back unique backgrounds.
Whether you are a deal generator, a deal structurer, or a deal distributor, we are sure you can build your niche at Weild.
We do expect our bankers to share our passion for excellence, professionalism, entrepreneurship, hard work, and intellect.
Find a Way Back to Banking
We believe that a large amount of untapped talent is being housed in older professionals, working mothers, former CFOs, and individuals of all ethnicities, so we encourage you to explore a path back into the industry through us.