/Investor DB

Wells Fargo Advisors — Full Portfolio

24 tracked investments · listed companies and verified rows first

Engage3engage3.comin𝕏Dec 2021 · $35M✓ verified

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 OuimetinTim Ouimetin

Co-investorsArrowroot CapitalMoneta VenturesNewRoad Capital Partners, LLCPereg VenturesThe March GroupBlack Diamond Ventures+1 more

Housing Trust Silicon Valleyhousingtrustsv.orgin✓ verified

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

Axoniaxoni.comin𝕏Series B · Dec 2016 · $18MAcquired

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(CEO)Jeffrey Schvey(CTO)inGreg (CEO)(Chief Executive Officer)Jeff (CTO)(Chief Technology Officer)Lindsay Drabczyk(People Operations Manager)Kristina Karcic(People)

Co-investorsAndreessen HorowitzCoatue ManagementCommunitas Capital PartnersDCVC (Data Collective)Digital Currency GroupY Combinator+16 more

DadeSystemsdadesystems.com𝕏Feb 2020acquired by Versapay

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

Ellipticelliptic.coin𝕏Sep 2025

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(Founder)inAdam Joyce(Founder)inTom Robinson(Founder)inSimone Mainiin

BoardEyal Rabinovich(Director)inWalter Kortschak(Director)in

Co-investors1k(x)AlbionVCDigital Currency GroupEvolution Equity PartnersMiddlegame VenturesMouro Capital+13 more

Extendextend.aiin𝕏Oct 2021 · $40M

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)inAndrew Jamison(Founder)Danny Morrow(Founder)Guillaume Bouvard(Founder)Kushal Byatnal Eli Badgio(Founder)

Co-investorsBlue Trail PartnersHawk Hill VenturesHomebrewInvest In DataY CombinatorAmerican Express Ventures (Amex)+15 more

EyeVerifyin

Kansas City, US

Toby Rush(Executive Officer, Director)in

BoardHerb Sih(Director)Thad Langford(Director)Paul Morris(Director)Christer Bergman(Director)

Co-investorsOpenAir Equity PartnersSprint

Fydefyde.fiJul 2019

Secures the modern app-driven lifestyle across banking, email, shopping, and browsing.

Co-investorsBright Pixel CapitalChamaeleonCogitent VenturesSonae IMVertex VenturesArrington Capital+2 more

Greenlightgreenlight.comin𝕏Sep 2019 · $54M

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(Founder)inTim Sheehan(Founder)in

BoardAlex Baker(Director)Gardiner Garrard(Director)inChris Olsen(Director)inNeil Underwood(Director)in

Co-investorsAlly VenturesAndreessen HorowitzBond Capital ManagementCanapi VenturesCurql Collective, LLCDrive Capital+20 more

Greenwoodgogreenwood.com𝕏

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)inKiller Mike(Founder)

Co-investorsCohen CircleOpen Opportunity FundOssian CapitalTruist VenturesBank of AmericaBlockchain Capital+6 more

Greylock Partnersgreylock.comSep 2026

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

Hazyhazy-ai.comMar 2023 · $9M

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)inJames Arthur(Founder)Luke Robinson(Founder)

Co-investorsAlbionVCM12 (Microsoft's Venture Fund)Metis VenturesNeva Sgr.Notion CapitalUCL Technology Fund+5 more

Hope Enterprise Corporationhope-ec.orginDec 2021

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

NotarizeinApr 2021 · $130M

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

Orange EVinJul 2022

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 Energyrecurrentenergy.comin𝕏Aug 2026

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

Setpointsetpoint.aiin𝕏

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

Socuresocure.comin𝕏Sep 2026

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

Johnny Ayers(Founder)in

BoardJohn F. Frankel(Director)inSunil Madhu(Founder)inAlessandro Piol(Director)Pavlo Protopapa(Director)Philip Eytan(Director)

Co-investorsAccelAlpha PartnersAltaIR CapitalAmity VenturesBain Capital VenturesCommerce Ventures+23 more

SPLTsplt.ioin

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

Visiblevisible.vcinJan 2018 · $38M

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

Visiblemakevisible.com𝕏Jan 2018 · $38M

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

Wellsfargowellsfargo.comin

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

Wfwf.comin𝕏

Wells Fargo provides investment advisory, wealth management, and retirement planning services for individual investors.

Enterprise SoftwareFintechSaaSSan Francisco, US

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Setpoint Technologies Inc.

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.