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Wolfe Research

New York City, New York, United Stateswolferesearch.com ↗

Ownership: Private
Employees: ~225
Development stage: Other

Overview

Wolfe Research is an independent sell-side equity research and brokerage firm founded in 2008. It is recognized for its macro and fundamental equity research, quantitative analysis, and sector coverage across industrials, utilities/energy, consumer/retail, financials/REITs, healthcare, and technology/media/telecom. The company serves institutional clients such as asset managers (mutual funds, pensions), hedge funds, RIAs/family offices through products like the "Wolfe Daily Howl". It has been consistently ranked among the top equity research firms in the U.S., including #6 overall in the 2023 Institutional Investor All-America Research Survey.

Industry: Consulting

Partnerships

No major pharmaceutical or biotech partnerships; primary relationships are with institutional investors.

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