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Wells Fargo

Company

Investment-firm

Financing round

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.

Sector

Banks

Subsector

Banks

Keywords

Financial Services, Banking

Location

Sacramento, CA, USA
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.

Sector

Investment Banking and Brokerage Services

Subsector

Diversified Financial Services

Keywords

Financial Services

Location

San Diego, CA, USA
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.

Sector

Closed End Investments

Subsector

Closed End Investments

Keywords

Financial Services, Venture Capital, Finance

Location

San Francisco, CA, USA

count Of Investments

1

count Of Exists

1
Similar Companies
1000
Beal Bank

Beal Bank

Beal Bank is a financial service company that provides competitive rates, outstanding customer service.

Sector

Banks

Subsector

Banks

Location

Plano, TX, USA

count Of Investments

1

count Of Exists

1
Deutsche Postbank

Deutsche Postbank

Postbank is a German financial service provider that offers simple and affordable products for private customers.

Sector

Banks

Subsector

Banks

Keywords

Financial Services, Banking, Finance

Location

Bonn, Germany
Tinkoff Bank

Tinkoff Bank

Tinkoff is a digital financial ecosystem that offers a full range of financial services for individuals and businesses.

Sector

Banks

Subsector

Banks

Location

Moscow, Russia

total rounds

4

total raised

$129.5M

count Of Investments

2

count Of Exists

1
Virgin Money

Virgin Money

Virgin Money is a retail bank that offers a range of banking services, including savings, investments, mortgages, insurance, and pensions.

Sector

Banks

Subsector

Banks

Keywords

Financial Services, Insurance, Banking

Location

Newcastle upon Tyne, UK

total rounds

1

count Of Investments

1

Financials

Investments
166
Date 
name 
Lead 
type 
Raised 
Hudson’s Bay Company

Hudson’s Bay Company

HBC is a holding company that operates at the intersection of technology, retail operations, and real estate.

Sector

Retailers

Subsector

Diversified Retailers

Location

Brampton, ON, Canada

total rounds

3

total raised

$3.84B
ExchangeRight

ExchangeRight

ExchangeRight is a real estate investment firm that provides secure capital, stable income, and strategic exits to protect and grow wealth..

Sector

Real Estate Investment Trusts

Subsector

Real Estate Investment Trusts

Keywords

Financial Services, Venture Capital, Finance

Location

Pasadena, CA, USA

total rounds

1

total raised

$75M
White Oak Global Advisors

White Oak Global Advisors

White Oak Global Advisors provides financing solutions for small and medium enterprises.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Finance

Location

San Francisco, CA, USA

total rounds

1

total raised

$1.1B

count Of Investments

14

count Of Exists

6
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.

Sector

Investment Banking and Brokerage Services

Subsector

Investment Services

Location

San Francisco, CA, USA

total rounds

1

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

Subsector

Professional Business Support Services

total rounds

1

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.

Sector

Investment Banking and Brokerage Services

Subsector

Investment Services

Location

Seattle, WA, USA
Exits
28
BenefitPoint

BenefitPoint

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

Sector

Industrial Support Services

Subsector

Professional Business Support Services

Location

San Francisco, CA, USA

total rounds

4

total raised

$76M
AltX

AltX

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

Sector

Finance and Credit Services

Subsector

Financial Data Providers

Keywords

Financial Services, Analytics, FinTech

Location

San Francisco, CA, USA

total rounds

1

total raised

$20M
JCPenney

JCPenney

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

Sector

Retailers

Subsector

Diversified Retailers

Location

Plano, TX, USA

total rounds

1

total raised

$1.5B

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
Paul Ricci

Paul Ricci

Chief Auditor

Ralph Groce III

Ralph Groce III

Head of Operations Technology

Shannon L. Tolbert

Shannon L. Tolbert

Head of External Engagement & Program Development

Wesley Moore

Wesley Moore

Director, Regulatory Reporting GRC, CIB Operations

Nicole De Santis

Nicole De Santis

Bank Regulatory Attorney & Axiom Legal Secondment

Rob Hunter

Rob Hunter

VP, Design Director (XD/SDI)

Nathan Harris

Nathan Harris

Technology Executive - IAM Build

Michael Lacorazza

Michael Lacorazza

Chief Marketing Officer

Activity

Recent News
46
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