About Wellington Shields
Wellington Shields is a Technology company based in New York (United States) founded in 1925. It offers wealth management and investment services to clients and professionals. It operates on a B2B and Investment Advisory model in Technology and Financial Services sectors. The company has 71 employees. Wellington Shields offers products and services including Wealth Management and Investment Management. Its focus areas include FinTech, Investment Tech, Financial Databases and Private Company Data. Its legal entity is WELLINGTON SHIELDS & CO. LLC. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
Wellington Shields Co. LLC, founded in 1925, is a New York-based firm specializing in wealth and investment management. They combine technology with experience to help clients grow and preserve wealth, serving individuals, families, and institutions. The firm operates from multiple U.S. locations and emphasizes integrity, transparency, and personalized advisory services.
- Headquarters New York, United States
- Employees 71
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wellingtonshields.com
- Social LinkedIn
- Legal Name Wellington Shields & Co. Llc
- Employee Count71
Products & Services of Wellington Shields
Wellington Shields offers a comprehensive portfolio of products and services, including Wealth Management and Investment Management.
Tailored services for growing and preserving client wealth
Disciplined approach to meet long-term client goals
People of Wellington Shields
7 people are tracked at Wellington Shields (5 in leadership, 2 in team); the tracked headcount is 71.
| Name | Role | Group |
|---|---|---|
Andrea B. Costello | Svp, Head Of Bus Development Wellington Shields & Co & Institutional Sales Dudack Research Group | Leadership |
James Fahey | Vice President, Wealth Advisor | Leadership |
Mark P. Sperry | Senior VP | Leadership |
Deborah Gaskins | Sr. VP | Leadership |
W. Jameson McFadden | CEO | Leadership |
Joseph Barbera | Wealth Management Associate | Team |
Timothy Gaulin | Wealth Advisor | Team |
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Similar companies to Wellington Shields
Wellington Shields has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of Wellington Shields
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Web traffic of Wellington Shields
The website of Wellington Shields (wellingtonshields.com) receives about 2.2K visits a month.
- Monthly visits2.2K
▲ 21% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Wellington Shields (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Wellington Shields
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Frequently Asked Questions about Wellington Shields
Wellington Shields was founded in 1925.
Wellington Shields is headquartered in New York, United States. It is registered at New York, New York, United States.
Wellington Shields has 71 employees.
Wellington Shields Co. LLC, founded in 1925, is a New York-based firm specializing in wealth and investment management. They combine technology with experience to help clients grow and preserve wealth, serving individuals, families, and institutions. The firm operates from multiple U.S. locations and emphasizes integrity, transparency, and personalized advisory services.
Wellington Shields's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Wellington Shields offers Wealth Management and Investment Management.
Wellington Shields operates through Wellington Shields & Co. Llc.