Wellington

Boston, United States
Diversified investment management services are provided to institutional clients.
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About Wellington

Wellington is a company based in Boston (United States). It operates as a B2B. Wellington has completed 1 acquisition, including HistoSonics. Wellington operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Boston, United States
  • Phone
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  • Website
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  • Social
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Operational Areas
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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People of Wellington
Headcount 1000-5000
Employee Profiles 27
Employee Profiles
People
Cindy Marrs
Director, Global Financial Intermediaries Group
People
Danny Sharp
Director, Alternatives, Americas
People
Alyssa Irving
Fixed Income Portfolio Manager, Boston
People
Lynda Duna
Administrative Manager, Boston

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Funding Insights of Wellington

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Wellington

Wellington has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include HistoSonics. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Tissue ablation is achieved through non-invasive ultrasound Histotripsy technology.
2009
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Wellington

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Wellington Comparisons

Employees
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Competitors of Wellington

Wellington operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Wellington

Frequently Asked Questions about Wellington

Where is Wellington located?

Wellington is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

What does Wellington do?

Investment management operations are conducted by Wellington, a firm based in Boston, United States. Focus is placed on diversified strategies across asset classes including equities, fixed income, and alternatives. Services encompass portfolio construction, risk assessment, and advisory support for institutional investors. Global markets are accessed through a network of offices, with primary headquarters in the U.S. The firm operates within the financial services sector, emphasizing long-term value creation.

Who are the top competitors of Wellington?

Wellington's top competitors include Fidelity Investments, Investec and S&P Global.

How many acquisitions has Wellington made?

Wellington has made 1 acquisition, including HistoSonics.

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