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D.A. Davidson
Work Here?
Provides wealth management and financial advisory services
D.A. Davidson
Work Here?
Provides wealth management and financial advisory services
About D.A. Davidson
Industries
Financial Services
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
Overview
D.A. Davidson & Co. provides personalized wealth management and financial advisory services to individuals, families, and businesses primarily in the United States. The firm offers a variety of services, including investment management, financial planning, and trust services, helping clients align their portfolios with their financial goals through a research-based approach. D.A. Davidson distinguishes itself from competitors by focusing on personalized solutions tailored to a diverse client base, from individual investors to business owners. The company's goal is to build long-term relationships with clients and support them in achieving their financial objectives.
Simplify's Take
What believers are saying
- Increased focus on technology sector advisory services could boost tech-related financial services.
- Strategic partnerships enhance operational capabilities in the warehouse automation industry.
- Strength in advising complex international transactions in the precious metals market.
What critics are saying
- Increased competition in the technology sector may challenge market share.
- Potential integration challenges with new hires could affect operational efficiency.
- Execution risks in strategic partnerships may impact D.A. Davidson's reputation.
What makes D.A. Davidson unique
- D.A. Davidson specializes in advisory services for small to middle-market companies.
- The firm offers personalized wealth management and financial advisory services.
- D.A. Davidson has a history of strategic acquisitions and organic growth since 1935.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Professional Development Budget
Tuition Reimbursement
Employee Discounts
Company Social Events
Company News
(Zillow Image)Rocket Companies’ planned $1.75 billion acquisition of Seattle-based brokerage Redfin sparked questions about a potential competitive threat to fellow Seattle real estate company Zillow Group, another key player in the digital real estate arena. Rocket, the nation’s largest mortgage lender, has ambitions to become more of a comprehensive platform for home ownership, including researching and looking at listings, said Tom White, a senior equity research analyst with D.A. Davidson.The acquisition of Redfin could accelerate that strategy, but it’s too early to say whether the deal will materially threaten Zillow’s leadership of online home search, White said.Zillow is far and away the largest online real estate portal as measured by traffic.Bobby Mollins, director of internet research at Gordon Haskett, doesn’t think Rocket’s acquisition of Redfin will impact Zillow. He pointed to web traffic trends in recent years — Redfin reported a 3% drop in site traffic, to 42.6 million average monthly users, in its Q4 recent earnings report. Zillow, meanwhile, reported a 3% increase in traffic to 204 million monthly unique users. There is also risk that the integration of Redfin into Rocket doesn’t go according to plan, which could cause Redfin to lose both web traffic and market share, Mollins noted
(Photos via Bigstock, Redfin)Zillow Group and Redfin are long-time competitors. So when the Seattle-based real estate technology giants announced a key partnership earlier this month, it got us thinking: could the companies join forces in a bigger way in the future?Zillow is paying Redfin $100 million upfront as part of a new licensing deal that makes Zillow the exclusive provider of multifamily rental listings on Redfin and its subsidiaries, Rent.com and ApartmentGuide.com.The partnership helps Zillow invest deeper into its rentals business, which it estimates could be a billion-dollar or more revenue opportunity.Redfin, which is laying off 450 employees as part of the deal, will get additional revenue from leads generated via its network of sites. “We’re very excited about the partnership with Redfin,” Zillow CEO Jeremy Wacksman said on the company’s Feb. 11 earnings call. “We’re very similar mission companies. We’re trying to digitize the industry and turn on the lights
Big Tech companies have reportedly been increasing their investments in artificial intelligence (AI) infrastructure, with a particular focus on expanding their presence in international markets. Microsoft and Amazon have already allocated over $40 billion combined for AI-related and data center projects worldwide this year, the Wall Street Journal (WSJ) reported Thursday (May 23). Microsoft has outlined plans to invest over $16 billion in various countries, including France, Germany, Japan, Malaysia, Spain and Indonesia, the report said. Similarly, Amazon has earmarked investments of $15 billion in Japan, $9 billion in Singapore, $5 billion in Mexico and $1.3 billion in France
NEW YORK--(BUSINESS WIRE)--D.A. Davidson Co. announced that Gary Morabito has joined the Equity Capital Markets Group as Managing Director. In this new role, Morabito will work across Capital Markets, Investment Banking, Institutional Research, Sales and Trading, Davidson Engage (DEN), and Sponsor Coverage to bring the firm’s full-service platform to its technology clients. “Technology is one of the most active sectors for overall capital markets activity and one of our largest industry groups,” said Rory McKinney, President of D.A. Davidson Equity Capital Markets
D.A. Davidson Acts as Exclusive Financial Advisor to Sammons Warehouse Solutions on Its Strategic Partnership with Precision Warehouse Design (Graphic: Business Wire)D.A. Davidson Acts as Exclusive Financial Advisor to Sammons Warehouse Solutions on Its Strategic Partnership with Precision Warehouse Design (Graphic: Business Wire)DALLAS--(BUSINESS WIRE)--D.A. Davidson & Co. announced today that it served as exclusive financial advisor to Sammons Warehouse Solutions (SWS), a provider of warehousing, racking, and storage solutions, on its partnership with Precision Warehouse Design (PWD), a full-service warehouse automation integrator. With the backing of SWS’s expertise, capabilities, and resources, the strategic partnership is expected to enhance PWD’s ability to provide innovative solutions to its customers and further solidify its leadership position in the mid-market segment of the North American warehouse automation industry.Headquartered in Carrollton, Texas, Precision Warehouse Design is a leading industrial systems integrator and solutions provider with extensive expertise in design, engineering, and implementation of automated material handling and warehouse solutions
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About D.A. Davidson
Industries
Financial Services
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Great Falls, Montana
Founded
2014
D.A. Davidson is Hiring for 41 Jobs on Simplify!
Find jobs on Simplify and start your career today