About BrokerBank Securities, Inc

Our Story

Founded in 2005 by Philip Wright, BrokerBank Securities, Inc. has grown from a small boutique investment banking firm into a leading financial services provider specializing in medical device and technology startup companies. Our journey began with a simple mission: to provide exceptional financial guidance to innovative companies in the Upper Mid-West region of the United States.

Over the years, we've helped numerous startups secure the growth capital they needed to succeed. Our deep understanding of the medical device and technology sectors, combined with our extensive network of investors, has made us the go-to partner for companies seeking strategic financial solutions.

Today, with a dedicated team of 8 professionals, we continue to uphold the values of integrity, expertise, and commitment that have defined our firm since its inception. We believe that every startup deserves access to top-tier investment banking services, regardless of their size or stage.

Our Mission & Vision

Our Mission

To empower medical device and technology startup companies by providing comprehensive investment banking services, strategic financial guidance, and access to growth capital. We are committed to helping management teams realize their vision and achieve sustainable success in competitive markets.

Our Vision

To be the most trusted investment banking partner for innovative companies in the Upper Mid-West and beyond. We envision a future where every promising startup has the financial resources and strategic support needed to transform groundbreaking ideas into market-leading solutions.

Our Journey