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Wells Fargo
Investment firm

Timeline

investment deals

year

General

About Company
Wells Fargo is a multinational financial services company that offers banking, insurance, investments, mortgage, and consumer finance.

Industry

Sector :

Subsector :

Also Known As

Wells, WF, Acordia, WELLS FARGO BANK NA

founded date

01.01.1852

Number of employees

Company Type

For Profit

IPO status

Private

DESCRIPTION

Wells Fargo is a diversified financial services company with a strong presence in the US and international markets. It offers a wide range of services including banking, insurance, investments, mortgage, and consumer finance. With thousands of stores, ATMs, and online platforms, Wells Fargo serves millions of customers and employs over 270,000 people. As one of the largest banks in the US, it has a significant market capitalization and is known for its strong financial position. The company's headquarters are in San Francisco, and its primary operating subsidiary is Wells Fargo Bank, N.A.
Contacts

Phone number

Social url

Sub-Organizations
10
Placer Sierra Bancshares

Placer Sierra Bancshares

Placer Sierra Bancshares is a California-based bank holding company.

Location

Sacramento, CA, USA

Sector

Banks

Subsector

Banks

Keywords

Financial Services, Banking
Wells Fargo-Corporate Trust Services business

Wells Fargo-Corporate Trust Services business

Wells Fargo-Corporate Trust Services offers trust and agency services for debt securities.

Location

San Diego, CA, USA

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services
Wells Fargo Financial

Wells Fargo Financial

Wells Fargo Financial is a well-known corporate investor that primarily invests in startups in the enterprise software and B2B sectors.

Location

San Francisco, CA, USA

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Financial Services, Venture Capital, Finance
Similar Companies
1000
East West Bank

East West Bank

East West Bancorp is one of the largest independent commercial banks headquartered in California with over 130 locations worldwide.

count Of Investments

29

count Of Exists

7

Location

Pasadena, CA, USA
Bank of America

Bank of America

Bank of America offers banking, investing, and risk management services to individuals, businesses, and corporations.

count Of Investments

174

count Of Exists

38

Location

Charlotte, NC, USA
mBank

mBank

mBank SA is a Polish banking group that offers retail, corporate, and investment banking, as well as other financial services.

count Of Investments

3

Location

Łódź, Poland
Standard Chartered Bank

Standard Chartered Bank

This leading international bank helps people and businesses succeed by offering banking services across Asia, Africa, and the Middle East.

count Of Investments

60

count Of Exists

4

Location

London, UK

Financials

Investments
152
ALL

United States

United Kingdom

Canada

Ireland

Bermuda

Israel

Nicaragua

Panama

Spain

Date 
name 
Lead 
type 
Raised 
NorCal SBDC

NorCal SBDC

Norcal SBDC is a non-profit organization supporting small businesses.

Location

Eureka, CA, USA

Sector

Industrial Support Services

total rounds

1

Subsector

Professional Business Support Services

total raised

$350K
Nasdaq Private Market

Nasdaq Private Market

Nasdaq Private Market (NPM) provides a secondary trading marketplace for private company stock.

Location

San Francisco, CA, USA

Sector

Investment Banking and Brokerage Services

total rounds

1

Subsector

Investment Services

total raised

$62.4M

Keywords

Marketplace, Trading Platform, Financial Services
Enterprise Community Investment

Enterprise Community Investment

Enterprise Community Investment creates affordable housing opportunities for low and moderate-income individuals.

Location

Columbia, MD, USA

Sector

Finance and Credit Services

total rounds

3

Subsector

Mortgage Finance

total raised

$4.72M

Keywords

Non-Profit, Communities, Financial Services
Co-Investors
Acquisitions
3
Merlin Securities acquired by Wells Fargo

Merlin Securities acquired by Wells Fargo

acquirer

Wells Fargo
Wells Fargo

date

27.04.2012

type

Acquisition
Merlin Securities

Merlin Securities

Merlin Securities provides technology and prime brokerage services to the alternative investment industry.

Location

San Francisco, CA, USA

Sector

Investment Banking and Brokerage Services

total rounds

1

Subsector

Investment Services

total raised

$20M
Castle Pines Capital acquired by Wells Fargo

Castle Pines Capital acquired by Wells Fargo

acquirer

Wells Fargo
Wells Fargo

date

26.05.2011

type

Acquisition
Castle Pines Capital

Castle Pines Capital

Castle Pines Capital offers financial solutions specifically designed for technology vendors and their reseller customers.

Sector

Industrial Support Services

total rounds

1

Subsector

Professional Business Support Services

Ragen Mackenzie acquired by Wells Fargo

acquirer

Wells Fargo
Wells Fargo

date

29.09.1999

type

Acquisition

price

$240M

Ragen Mackenzie

Ragen MacKenzie is a leading brokerage firm in the Pacific Northwest that specializes in retail securities brokerage.

Location

Seattle, WA, USA

Sector

Investment Banking and Brokerage Services

Subsector

Investment Services
Exits
28
BenefitPoint

BenefitPoint

BenefitPoint is a San Francisco-based company that provides an employee-benefits infrastructure for group insurance and financial products.

Location

San Francisco, CA, USA

Sector

Industrial Support Services

total rounds

4

Subsector

Professional Business Support Services

total raised

$76M
AltX

AltX

AltX is an artificial intelligence platform for the hedge fund market.

Location

San Francisco, CA, USA

Sector

Finance and Credit Services

total rounds

1

Subsector

Financial Data Providers

total raised

$20M

Keywords

Financial Services, Analytics, FinTech
JCPenney

JCPenney

JCPenney is a chain of mid-range department stores that sells merchandise and services to consumers through its physical stores and website.

Location

Plano, TX, USA

Sector

Retailers

total rounds

1

Subsector

Diversified Retailers

total raised

$1.5B
CDC Software

CDC Software

CDC Software provides cloud-based integration solutions that connect telephony systems with CRM and other mission-critical systems.

Location

Atlanta, GA, USA

Sector

Software and Computer Services

total rounds

3

Subsector

Software

total raised

$50.1M

Keywords

Software, Information Technology, SaaS

People

Founders
2
Adrian Zuckerman
Adrian Zuckerman

Adrian Zuckerman

current job

Wells Fargo
Wells Fargo

organization founded

2

Adrian Zuckerman

Peggy Reingold
Peggy Reingold

Peggy Reingold

Peggy Reingold was the Founder & (Retired) Community Relations Senior Consultant of Wells Fargo.

current job

Wells Fargo
Wells Fargo

Peggy Reingold

Employee Profiles
416
Shannon L. Tolbert
Shannon L. Tolbert

Shannon L. Tolbert

Shannon L. Tolbert is a franchise owner of Modern Acupuncture.

current job

Wells Fargo
Wells Fargo

Shannon L. Tolbert

Head of External Engagement & Program Development

Sunil Pandya
Sunil Pandya

Sunil Pandya

current job

Wells Fargo
Wells Fargo

Sunil Pandya

Senior Vice President

David Newman
David Newman

David Newman

current job

Wells Fargo
Wells Fargo

David Newman

SVP, Head of Enterprise Knowledge Graph Solutions, Data Management and Insights Group, Wells Fargo B

Jevan Anderson
Jevan Anderson

Jevan Anderson

Jevan Anderson is a highly accomplished technology executive with over 25 years of experience in investment banking, corporate development, commercial real estate advisory and strategic consulting. Mr Anderson has originated and executed more than 100 transactions with over $20 billion in aggregate consideration. Broad work experience covering technology investment banking, mergers & acquisitions, corporate finance, corporate real estate, strategy & corporate development, investor relations and technology management consulting. He recently served as a Senior Vice President for JLL where he advised technology and life sciences companies on commercial real estate transactions. Prior to JLL, Mr Anderson served as a Managing Director and Co-Head of Technology M&A for roughly ten years at both Wells Fargo and RBC Capital Markets. Prior to Wells Fargo and RBC Capital Markets, Mr. Anderson was a Principal with SVB Alliant / Alliant Partners. Prior to his investment banking career, he ran as corporate development and investor relations at Howmet Corporation, a billion-dollar aerospace business and portfolio company of The Carlyle Group. At Howmet, he was an integral member of the IPO team at Howmet, which was subsequently sold to Alcoa. Prior to joining Howmet, he worked as an IT systems, business process re-engineering and strategy consultant for PricewaterhouseCoopers. He received his B.S. with High Honors in Electrical Engineering from Lehigh University and his MBA as a Stern Scholar from the Leonard N. Stern School of Business at New York University.

current job

Rubicon
Rubicon

Jevan Anderson

Managing Director, Co-Head Global Technology M&A

Theresa Payton
Theresa Payton

Theresa Payton

Theresa Payton is one of the nation’s leading experts in cybersecurity and IT strategy. As CEO of Fortalice Solutions, an industry-leading security consulting company, and co-founder of Dark Cubed, a cybersecurity product company, Theresa is a proven leader and influencer who works with clients and colleagues to uncover strategic opportunities and identify new and emerging threats. Theresa began her career in financial services, where she coupled her deep understanding of technology systems with visionary leadership, executing complex IT strategies and winning new business. Following executive roles Bank of America and Wachovia, Theresa served as the first female chief information officer at the White House, overseeing IT operations for President George W. Bush and his staff. In 2015 Theresa was named a William J. Clinton distinguished lecturer by the Clinton School of Public Service. She is the author of several publications on IT strategy and cybersecurity and a frequent speaker on IT risk. In 2014 she co-authored, with Ted Claypoole, the book Privacy in the Age of Big Data​: Recognizing Threats, Defending Your Rights, and Protecting Your Family, which was subsequently featured on the Daily Show with John Stewart. Among her numerous accolades and recognitions, Theresa was named one of the top 25 Most Influential People in Security by Security Magazine and One of Infosec’s Rising Stars and Hidden Gems by Tripwire. In 2005 she was honored as Charlotte, NC’s Woman of the Year.

current job

Fortalice Solutions
Fortalice Solutions

organization founded

2

Theresa Payton

Team Member

Tricia Rampe
Tricia Rampe

Tricia Rampe

current job

GetArtUp
GetArtUp

organization founded

1

Tricia Rampe

Team Member

Ryan Rundle
Ryan Rundle

Ryan Rundle

Co-Founder of Benetracker after spending 5 years in personal finance and estate planning. Avid soccer player, probably to an unhealthy level of obsession. Series 7 & 66 licensed, California Life, Accident, & Health agent, CDP Module I. Strengths in product strategy, management, financial analysis, and legacy planning.

current job

NEON Concierge
NEON Concierge

Ryan Rundle

Team Member

Keith Clithero
Keith Clithero

Keith Clithero

Keith Clithero is a Strategic Consulting & Initiatives Senior Lead at Wells Fargo. He attended UNC Kenan-Flagler Business School.

current job

Gig Connected
Gig Connected

organization founded

1

Keith Clithero

Strategic Consulting & Initiatives Senior Lead

Activity

Recent News
39

23.01.2024

Wells Fargo & Company Announces Common Stock Dividend

12.01.2024

02.01.2024

Social Network

Twitter
Wells Fargo
@WellsFargo

Joined 14.03.2007

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