Case Study
B. Riley Wealth Management
For more info, contact your MetTel agent or visit mettel.net. Digital transformation with managed SD-WAN. B. Riley Wealth Management, formally known as Wunderlich Securities, had a decentralized telecom system that was difficult to manage, costing them time and money. Being in the financial industry, the firm required an absolutely reliable, resilient and secure system, with more controls and reduced cost. Customer Headquartered in Memphis, Tennessee, B. Riley Wealth Management provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. With 650+ employees, B. Riley Wealth Management has 24 offices in 12 states and manages over $