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Wellington Management's Finance Portfolio

Browse 8 Finance companies funded by Wellington Management. See funding amounts, founder contacts, and investment details.

Finance Companies
8
Total Funding in Finance
$4.0B

Finance Portfolio Companies (8)

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BankingFinanceFinancial ServicesFinTech

Current is a leading consumer fintech banking platform transforming financial access for everyday Americans.

New York, United States
June 2026
$80.0M
Series E

Founder Contacts

30,000+ verified contacts

BankingFinanceFinancial ServicesMobile Apps

Maza is a mobile app that offers financial products and digital banking services.

Los Angeles, United States
April 2025
$10.0M
Venture - Series Unknown

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)FinanceFinTechMachine Learning

Clerkie is an AI financial planner that provides financial knowledge, personalized answers, and actionable plans.

San Francisco, United States
April 2023
$33.0M
Series A

Founder Contacts

30,000+ verified contacts

CreditCredit CardsFinanceFinancial ServicesFinTechLendingWealth Management

SoFi is a finance company that offers a range of lending and wealth management services.

San Francisco, United States
December 2025
$1.5B
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

ConsumerCryptocurrencyFinanceFinancial ServicesFinTechTrading Platform

Trade Republic helps Europeans for wealth creation through easy, secure, and free access to financial markets.

Berlin, Germany
December 2025
$1.4B
Secondary Market

Founder Contacts

30,000+ verified contacts

B2BBankingFinanceFinancial ServicesFinTechSaaSSoftware

nCino provides a cloud banking platform that helps financial institutions modernize their operations and improve the customer experience.

Wilmington, United States
January 2022
$925.6M
Post-IPO Equity

Founder Contacts

30,000+ verified contacts

BankingDebit CardsFinancial ServicesFinTechFraud DetectionMobile AppsPersonal Finance

Greenlight is a debit card and money app that provides an all-in-one money management platform for families and parents.

Atlanta, United States
November 2024
Secondary Market

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)BillingFinanceFinancial ServicesFinTechPayments

Tabby is a payments and shopping app that enables customers to make purchases and pay for them in installments.

Riyadh, Saudi Arabia
October 2025
Secondary Market

Founder Contacts

30,000+ verified contacts

Explore Wellington Management's Full Portfolio

View all companies funded by Wellington Management across every industry and funding stage.

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