Wells Fargo Advisors β Full Portfolio
16 tracked investments Β· listed companies and verified rows first
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
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
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-investorsAlbionVCDigital Currency GroupEvolution Equity PartnersMiddlegame VenturesMouro CapitalOctopus Ventures+11 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-investorsHawk Hill VenturesHomebrewY CombinatorB CapitalCharacterCommerce Ventures+4 more
Greenwood is a mobile financial platform offering digital checking, high-interest savings, a Mastercard debit card, and commission-free stock and ETF investing, with banking services provided by Coastal Community Bank.
FintechImpact & Social Good
Ryan Glover(Founder)in
Co-investorsCohen CircleOpen Opportunity FundTruist VenturesBank of AmericaPNCTTV Capital
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-investorsLiveOak VenturesCamber CreekCanapi VenturesCapitalGCiti VenturesFifth Wall+4 more
Leading manufacturer of purpose-built zero-emission terminal trucks in North America.
Advanced ManufacturingRiverside, US
Wayne Mathisen(Executive Officer, Director)Kurt 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
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 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 β typically companies that wound down, renamed, or were absorbed.
Rows marked βSEC filingβ are inferred from directors named on the company's SEC Form D β public regulatory data, not a portfolio list published by the firm.