Wells Fargo Advisors
Private equitySt. Louis Β· Growth
Also known as WELLS FARGO CLEARING SERVICES, LLC
What they invest in
from 6 of 7 portfolio companiesFintech Γ3AI & Machine Learning Γ2Consumer Γ2Cleantech Γ1Crypto & Web3 Γ1Enterprise Software Γ1IoT Γ1Marketing Tech Γ1
HQs:United StatesΓ3
Investments Β· 7 tracked
founders shown can be your intro path
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
Ken OuimetTim Ouimet
Co-investorsArrowroot CapitalMoneta VenturesPereg VenturesThe March Group
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)Thomas Robinson(Director)Adam Joyce(Executive Officer)Tom Robinson(Founder)inSimone Mainiin
BoardEyal Rabinovich(Director)
Co-investorsAlbionVCDigital Currency GroupEvolution Equity PartnersMiddlegame VenturesMouro CapitalOctopus Ventures+11 more
Boston, US
Patrick Kinsel(Executive Officer, Director)
BoardNeil Underwood(Director)John Klinck(Director)inPaul Hurst(Director)David Barrett(Director)Roger Ferguson(Director)
Co-investorsLiveOak VenturesCamber CreekCanapi VenturesCapitalGHyperplane Venture CapitalTrueBridge Capital Partners
Setpoint builds a climate intelligence system that uses data models and deep learning to monitor and control indoor climate in multi-room, multi-user commercial buildings.
AI & Machine LearningIoTPropTech
Co-investorsFusion VCGateway Capital Partners645 VenturesAndreessen Horowitz
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-investorsFontinalis PartnersInvest MichiganTechstarsInMotion VenturesVerizon Ventures
Wells Fargo is a bank offering personal financial products such as checking accounts and a mobile banking app for consumers.
ConsumerFintech
Portfolio news
latest coverage across their companiesNotarize Β· coverager.com Β· Aug 12, 2026
Elliptic Β· crowdfundinsider.com Β· Jul 9, 2026
Frequently asked questions
- 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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