Case Study: B. Riley Wealth Management achieves digital transformation and $324K annual telecom savings with MetTel's managed SD‑WAN

Digital transformation with managed SD-WAN

B. Riley Wealth Management, headquartered in Memphis with 24 offices in 12 states, 650+ employees and over $10 billion in client assets, faced a decentralized, costly and unreliable telecom environment with multiple carriers, no centralized monitoring and varied broadband at each location. The firm engaged MetTel to deliver a secure, highly available managed SD‑WAN solution (along with Cloud PBX, Cloud Firewall and the Bruin platform) to meet its strict uptime, security and cost-control requirements.

MetTel implemented a two‑pronged approach—reusing existing equipment where possible and deploying a resilient, redundant managed SD‑WAN with HA, 4G backup, Cloud Firewall, VoIP and centralized management via Bruin—fully operational in under one week with no downtime. The MetTel deployment consolidated billing and support, improved bandwidth and failover, and delivered measurable savings: $324,000 annually and $35,000 in the first week, while increasing security, reliability and centralized visibility.

B. Riley Wealth Management

Stan Heirmerl

IT Manager