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Wellington Management — Portfolio, Page 5

Investor actively backing innovative startups and growth-stage companies across various industries and funding rounds.

278
Companies
$59.2B
Total invested
$270.5M
Avg. check
58
Industries
Biotechnology 8Health Care 6Therapeutics 6Artificial Intelligence (AI) 5Financial Services 5FinTech 5+52 more
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Portfolio companies

Showing 97–120 of 278
Mindset
August 2024

Mindset assists those with a mental illness and their caregivers in applying for Social Security Disability benefits.

Health Care · New York$13.0M Series A
MBX Biosciences
August 2024

MBX Biosciences is a preclinical-stage biotech company that creates therapies to treat rare endocrine diseases.

Biotechnology · Carmel$63.5M Series C
TS Conductor
July 2024

TS Conductor specializes in high-performance conductors that increase the ampacity of electric transmission and distribution.

Electrical Distribution · Arcadia$60.0M Series B
GrayMatter Robotics
June 2024

GrayMatter Robotics provides AI-powered robotic solutions that enhance productivity and efficiency for high-mix manufacturers.

Artificial Intelligence (AI) · Gardena$45.0M Series B
Bluejay Therapeutics
May 2024

Bluejay Therapeutics is a private biopharmaceutical company focused on the development of cures for infectious diseases.

Biotechnology · San Mateo$182.0M Series C
BBOT
May 2024

BBOT is a clinical-stage biopharmaceutical company advancing a pipeline of novel therapeutics targeting RAS and PI3K malignancies.

Biopharma · Palo Alto$200.0M Venture - Series Unknown
Finvero
April 2024

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

Consumer Lending · Mexico City$3.8M Venture - Series Unknown
Asher Bio
April 2024

Asher Bio is a biotechnology company that specializes in the fields of therapeutics builds better immunotherapy for cancer.

Biotechnology · San Francisco$55.0M Series C
Trove
August 2023

Trove, commanding 75% of U.S. branded resale, empowers brands like Patagonia and Michael Kors to launch, manage, and scale resale programs

E-Commerce · Brisbane$30.0M Series E
Alkeus Pharmaceuticals
June 2023

Alkeus Pharmaceuticals is a Boston-based startup focused on treatments for serious ophthalmic conditions.

Biotechnology · Cambridge$150.0M Series B
Clerkie
April 2023

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

Artificial Intelligence (AI) · San Francisco$33.0M Series A
Compass
January 2026

Compass is a real estate technology company that provides an online platform for buying, renting, and selling real estate assets.

Property Management · New York$850.0M Post-IPO Debt
Voyager Therapeutics
January 2024

Voyager Therapeutics is a biotechnology company specializing in gene therapy and neurology.

Biotechnology · Cambridge$100.0M Post-IPO Equity
Butterfly Network
January 2025

Butterfly Network designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment.

Artificial Intelligence (AI) · Burlington$75.6M Post-IPO Equity
AMP
December 2024

AMP utilizes AI-powered sortation to enhance recycling efficiency and reduce costs.

Artificial Intelligence (AI) · Louisville$91.0M Series D
Crescent Biopharma
December 2025

Crescent Biopharma is a biotechnology firm focused on developing novel precision-engineered medicines.

Biotechnology · Rockville$185.0M Post-IPO Equity
SoFi
December 2025

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

Credit · San Francisco$1.5B Post-IPO Equity
SiteOne Therapeutics
December 2024

SiteOne Therapeutics develops groundbreaking non-opioid treatments for acute, neuropathic, visceral, and musculoskeletal pain.

Biotechnology · South San Francisco$100.0M Series C
Trade Republic
December 2025

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

Consumer · Berlin$1.4B Secondary Market
Global Blood Therapeutics
December 2021

GBT is a clinical-stage biopharmaceutical company developing a therapy for sickle cell disease.

Biotechnology · South San Francisco$300.0M Post-IPO Debt
Olist
December 2021

Olist is an SMB commerce enabler ecosystem that specializes in the fields of logistics and capital.

E-Commerce · Curitiba$186.0M Series E
Binkey
December 2023

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

Financial Services · Washington$3.3M Seed
Dataiku
December 2022

Dataiku operates as an enterprise artificial intelligence and machine-learning platform.

Agentic AI · New York$200.0M Series F
nCino
January 2022

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

B2B · Wilmington$925.6M Post-IPO Equity

Where Wellington Management invests

Biotechnology8
Health Care6
Therapeutics6
Artificial Intelligence (AI)5
Financial Services5
FinTech5

About Wellington Management's portfolio

How many companies has Wellington Management invested in?▸

Wellington Management has invested in 278 companies tracked in our database. The portfolio spans multiple industries and funding stages, from seed-stage startups to late-stage companies.

What industries does Wellington Management invest in?▸

Wellington Management's top investment sectors include Biotechnology, Health Care, Therapeutics, Artificial Intelligence (AI), Financial Services. The firm invests across 58 different industry categories.

What is Wellington Management's largest investment?▸

Among tracked funding rounds, SoFi received $1.5B in a Post-IPO Equity round. Wellington Management's total known invested capital is $59.2B.

What is the average investment size for Wellington Management?▸

Wellington Management's average investment size is $270.5M across its portfolio of 278 companies.

What are Wellington Management's most recent investments?▸

Recent Wellington Management portfolio additions include Mindset, MBX Biosciences, TS Conductor, GrayMatter Robotics, Bluejay Therapeutics. These companies were founded in 2020 or later.

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