Fundraising FoxWells Fargo Advisors
Private equitySt. Louis · Growth
Also known as WELLS FARGO CLEARING SERVICES, LLC
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Founder mafia
3 people who came through Wells Fargo Advisors went on to found or lead other companies.
What they invest in
from 19 of 24 portfolio companiesFintech ×11AI & Machine Learning ×6Enterprise Software ×6SaaS ×6Data & Infrastructure ×4Cleantech ×3Consumer ×3Energy ×3
HQs:United States×15
Investments · 24 tracked
founders shown can be your intro pathBy year:2026 · 32025 · 12024 · 12023 · 12022 · 12021 · 42020 · 12019 · 22018 · 22016 · 117 dated
Engage3 provides retail price optimization software that uses data science and predictive modeling to help retailers understand and manage their Price Image and enable personalized pricing.
AI & Machine LearningMarketing TechRetail TechSaaS
Co-investorsArrowroot CapitalMoneta VenturesNewRoad Capital Partners, LLCPereg VenturesThe March GroupBlack Diamond Ventures+1 more
Housing Trust SV is an investment vehicle that channels capital from institutional investors and philanthropies into affordable housing development and preservation in the San Francisco Bay Area.
Construction TechFintechImpact & Social GoodPropTechSan Jose, US
Dana Stranz(Director)Ahmad Thomas(Director)Antonieta Ramos(CHIEF EXECUTIVE OFFICER)Meg Mcgraw-Scherer(Director)Kevin Deeble(Director)Sindy Spivak(Director)
Co-investorsPNCSobrato Family Foundation
Axoni provides a distributed ledger platform for post-trade processing and settlement in financial markets, serving institutional clients in capital markets operations.
Crypto & Web3Data & InfrastructureEnterprise SoftwareFintechSaaSNew York City, US
Greg Schvey(Founder/CEO)Jeffrey Schvey(Founder/CTO)inGreg (CEO)(Chief Executive Officer)Jeff (CTO)(Chief Technology Officer)
Co-investorsAndreessen HorowitzCoatue ManagementCommunitas Capital PartnersDCVC (Data Collective)Digital Currency GroupY Combinator+16 more
Versapay provides accounts receivable automation software that handles the invoice-to-cash process, including invoicing, digital payment acceptance, collections, cash application, and reconciliation with ERP integration.
Enterprise SoftwareFintechSaaS
Co-investorsOcean Azul Partners
Elliptic provides blockchain forensics and compliance investigation tools that help financial institutions trace cryptocurrency transactions across multiple networks and assets to detect illicit activity and generate regulatory reports.
Crypto & Web3Enterprise SoftwareFintechLondon
James Smith(Executive Officer, Director)Adam Joyce(Executive Officer)inTom Robinson(Founder)inSimone Mainiin
BoardEyal Rabinovich(Director)inWalter Kortschak(Director)in
Co-investors1k(x)AlbionVCDigital Currency GroupEvolution Equity PartnersMiddlegame VenturesMouro Capital+13 more
Extend builds infrastructure that processes unstructured data at scale for applications in healthcare, real estate, insurance, and finance.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareNew York City, US
Kushal Byatnal(Founder)inEli Badgio(Founder)in
Co-investorsBlue Trail PartnersHawk Hill VenturesHomebrewY CombinatorAndreessen HorowitzB Capital+11 more
Secures the modern app-driven lifestyle across banking, email, shopping, and browsing.
Co-investorsBright Pixel CapitalChamaeleonCogitent VenturesSonae IMVertex VenturesArrington Capital+2 more
Greenlight offers a debit card and mobile app for children that enables parents to set spending limits, automate chores and allowance management, and monitor transactions in real-time.
ConsumerFintechAtlanta, US
Johnson Cook(Executive Officer, Director)inTimothy Sheehan(Executive Officer, Director)inTim Sheehan(Founder)in
BoardAlex Baker(Director)Gardiner Garrard(Director)inChris Olsen(Director)in
Co-investorsAndreessen HorowitzBond Capital ManagementCanapi VenturesCurql Collective, LLCDrive CapitalEthos VC+18 more
Greenwood is a financial technology platform offering banking, debit card, savings, and investment services designed specifically for Black entrepreneurs and community members.
FintechImpact & Social Good
Ryan Glover(Founder)in
Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaCercano Management+5 more
Greylock is a venture capital firm that invests in early-stage startups, partnering with founders and providing them with its network and resources.
Sector Agnostic
Co-investorsEchoVC PartnersSouth Park CommonsAdditionBattery VenturesInsight PartnersLux Capital+1 more
Hazy provides a data-sharing platform with built-in GDPR-compliant legal agreements, access controls, and audit logs to help businesses share customer data responsibly.
AI & Machine LearningCybersecurityData & Infrastructure
Harry Keen(Founder)in
Co-investorsAlbionVCM12 (Microsoft's Venture Fund)Metis VenturesNeva Sgr.Notion CapitalUCL Technology Fund+5 more
Hope Enterprise Corporation is a community development financial institution serving under-resourced communities in the Deep South (Alabama, Arkansas, Louisiana, Mississippi, and Tennessee) by providing financial tools and services to improve economic mobility and wealth-building.
CleantechEnergyFintechImpact & Social Good
Co-investorsCeniarth
Boston, US
Patrick Kinsel(Executive Officer, Director)
BoardNeil Underwood(Director)inJohn Klinck(Director)inPaul Hurst(Director)David Barrett(Director)Roger Ferguson(Director)
Co-investorsFenway Summer VenturesLiveOak VenturesCamber CreekCanapi VenturesCapitalGCiti Ventures+5 more
Leading manufacturer of purpose-built zero-emission terminal trucks in North America.
Advanced ManufacturingRiverside, US
Wayne Mathisen(Executive Officer, Director)inKurt Neutgens(Executive Officer, Director)in
BoardStephen Feilhauer(Director)Tanya Burnell(Director)Christine Bolstad(Director)
Co-investorsS2G Investments
Recurrent Energy develops and procures solar and battery storage projects, leveraging its subsidiary status under Canadian Solar to access manufacturing capacity and integrate equipment supply chains.
CleantechClimate TechEnergyHardware
Co-investorsGenerate CapitalBlackRockVinci Partners
Setpoint develops wireless climate control networks for multi-room buildings, allowing users to monitor and automate indoor climate conditions in individual rooms through its Climate Intelligence Platform.
AI & Machine LearningClimate TechEnergyEnterprise SoftwareIoTPropTechSaaS
Co-investorsFusion VCGateway Capital Partners645 VenturesAndreessen Horowitz
Socure provides an AI-driven platform for digital identity verification, fraud prevention, and risk decisioning, serving enterprises and government agencies across financial services, gaming, healthcare, e-commerce, and other sectors.
AI & Machine LearningCybersecurityFintechNew York, US
John Ayers(Executive Officer, Director)inJohnny Ayers(Founder & CEO)in
BoardJohn F. Frankel(Director)inSunil Madhu(Executive Officer, Director)inAlessandro Piol(Director)Pavlo Protopapa(Director)
Co-investorsAccelAlpha PartnersAltaIR CapitalAmity VenturesBain Capital VenturesCommerce Ventures+21 more
A casino review and comparison platform that provides independent evaluations of online casinos for US players, with a focus on payment methods, security, user experience, and crypto gambling platforms.
CleantechConsumerMarketplacesDetroit, US
Co-investorsEvergreen Climate InnovationsFontinalis PartnersInvest MichiganTechstarsInMotion VenturesVerizon Ventures
Visible provides a platform for founders to send regular investor updates, manage investor relationships, and run fundraising processes.
AI & Machine LearningData & InfrastructureFintechSaaS
Co-investorsConnetic VenturesHigh AlphaKima VenturesBank of AmericaGoldman SachsJefferies+4 more
A company focused on improving understanding of energy-limiting, often invisible chronic conditions such as Long Covid and ME, which it states affect over 100 million people.
Digital HealthHardwareHealthtechWellness & Fitness
Harry Leeming(Founder)inLuke Martin-Fuller(Founder)in
Co-investorsCircle & Co.Flexcap VenturesOctopus VenturesBank of AmericaCalm/Storm VCGoldman Sachs+6 more
Wells Fargo provides investment advisory services, wealth management, and retirement planning for individual investors and high-net-worth clients.
ConsumerFintechSan Francisco, US
Henry WellsWilliam Fargo
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Exits · 2
2 acquisitions · showing 1DadeSystemsacq. by Versapay
Portfolio news
latest coverage across their companies
Socure · angelinvestorsnetwork.com · Sep 22, 2026
Elliptic · fintech.global · May 13, 2026
Extend · finsmes.com · Jun 17, 2025
Frequently asked questions
- How many investments has Wells Fargo Advisors made?
- Wells Fargo Advisors has 24 tracked investments, 2 of which have exited, including 4 dated in the last 24 months.
- What stage does Wells Fargo Advisors invest at?
- Wells Fargo Advisors invests at the Growth stage.
- What sectors does Wells Fargo Advisors focus on?
- Wells Fargo Advisors focuses on Sector Agnostic.
- Where is Wells Fargo Advisors located?
- Wells Fargo Advisors is headquartered in St. Louis, US.
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