About Wellfleet Capital
Wellfleet Capital is a Financial Services company based in Cambridge (United States) founded in 1995, and was acquired by Blue Owl in February 2022. Investment management services are provided by Wellfleet Capital in Cambridge. Wellfleet Capital offers products and services including Parallels Desktop, Parallels Automation, and Parallels Plesk. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Wellfleet Capital was established in 1995 as an investment management firm headquartered in Cambridge, United States. Operations focus on managing investment portfolios for institutional and individual clients within the financial sector. Services include asset allocation, risk assessment, and performance monitoring, with activities centered in the North American market. Geographic emphasis remains on the United States, supporting long-term investment strategies.
- Headquarters Cambridge, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wellfleetcapital.com
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- Acquired by Blue Owl (Feb 2022)
Products & Services of Wellfleet Capital
Wellfleet Capital offers a comprehensive portfolio of products and services, including Parallels Desktop, Parallels Automation, and Parallels Plesk.
Enables running multiple operating systems on one computer
Facilitates cloud service provisioning and hosting management
Offers web hosting automation and control features
Funding Insights of Wellfleet Capital
- Total Rounds 1
- Last Round Debt – Conventional — $314.8M
- First Round $314.8M
(Mar 2019)
All 1 funding rounds of Wellfleet Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2019 | $314.8M | Debt – Conventional | – | – | – |
1 investors in total: 1 institutional.
Investors in Wellfleet Capital
Wellfleet Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Blue Owl.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified loans to SMEs are provided by Blue Owl. | 2021 | blueowl.com | New York, United States |
Investor details for Wellfleet Capital
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Timeline of Wellfleet Capital
3 dated milestones of Wellfleet Capital across 27 years, from founding to its latest funding, stage changes and deals.
- Founded Wellfleet Capital is founded.
- Funding First funding round of $314.8M.
- Exit Acquired by Blue Owl.
Competitors of Wellfleet Capital
Wellfleet Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Wellfleet Capital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Top companies in Asset Management
3 companies that operate in the same segment as Wellfleet Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Wellfleet Capital
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Frequently Asked Questions about Wellfleet Capital
Wellfleet Capital was founded in 1995 and raised its 1st funding round 24 years after it was founded.
Wellfleet Capital is headquartered in Cambridge, United States. It is registered at Cambridge, Massachusetts, United States.
Wellfleet Capital was established in 1995 as an investment management firm headquartered in Cambridge, United States. Operations focus on managing investment portfolios for institutional and individual clients within the financial sector. Services include asset allocation, risk assessment, and performance monitoring, with activities centered in the North American market. Geographic emphasis remains on the United States, supporting long-term investment strategies.
Wellfleet Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Wellfleet Capital offers Parallels Desktop, Parallels Automation, and Parallels Plesk.
Wellfleet Capital has 1 investor. Key investors include Blue Owl.
Yes. Wellfleet Capital was acquired by Blue Owl in February 2022.