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Wellington Management's Financial Services Portfolio

Browse 16 Financial Services companies funded by Wellington Management. See funding amounts, founder contacts, and investment details.

Financial Services Companies
16
Total Funding in Financial Services
$5.8B

Financial Services Portfolio Companies (16)

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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

ConsumerFinancial ServicesInsuranceInsurTechProperty Insurance

Kin Insurance is a direct-to-consumer digital insurance provider that enhances convenience and customization in coverage options.

Chicago, United States
May 2026
$335.0M
Debt Financing

Founder Contacts

30,000+ verified contacts

BlockchainCryptocurrencyFinancial ServicesFinTechSoftware

Anchorage Digital is a regulated crypto platform that provides institutions with integrated financial services and infrastructure solutions.

San Francisco, United States
February 2026
$100.0M
Secondary Market

Founder Contacts

30,000+ verified contacts

Artificial Intelligence (AI)Financial ServicesFinTechLending

Lendbuzz is a car financing platform that helps consumers with thin U.S. credit history obtain financing for their car purchase.

Boston, United States
February 2026
$246.0M
Debt Financing

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

Consumer LendingFinancial ServicesFinTechSaaS

Finvero is a fintech company, operating a consumer Lending MarketPlace Platform (SaaS format) connecting merchants, shoppers and lenders.

Mexico City, Mexico
April 2024
$3.8M
Venture - Series Unknown

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

Financial ServicesMobile PaymentsPayments

Binkey is a financial technology company that helps merchants to accepts FSA and HSA as a form of payment.

Washington, United States
December 2023
$3.3M
Seed

Founder Contacts

30,000+ verified contacts

BankingConsumer LendingFinancial Services

Creditas is a consumer loaning startup that operates a digital platform providing secured loans and low interest rates.

São Paulo, Brazil
December 2025
$108.0M
Series G

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

BankingFinancial ServicesFinTech

Dave is a banking app that offers customers banking, financial insights, overdraft protection, and building credit products.

Los Angeles, United States
January 2026
Undisclosed

Founder Contacts

30,000+ verified contacts

Financial ServicesFinTechInformation Technology

Teya builds tools for SMBs to unlock hassle-free payments, better business management, new and returning customers, all on fair terms.

London, United Kingdom
November 2021
$370.0M
Series C

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

Financial ServicesFinTechLendingPayments

Affirm is a financial technology services company that offers installment loans to consumers at the point of sale.

San Francisco, United States
October 2025
$750.0M
Post-IPO Debt

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.

View Full Wellington Management Portfolio