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Wellington Management Portfolio Companies

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

Last updated: July 2026

Wellington Management Investment Overview

Portfolio Companies
228
Total Invested
$36.2B
Average Investment
$283.1M

Wellington Management's Most Recent Investments (2020+)

Company NameFoundedFunding StageAmountCity
AssetWatch2025Series C$75.0MWesterville
Maza2025Venture - Series Unknown$10.0MLos Angeles
Atsena Therapeutics2025Series C$150.0MDurham
Lumafield2025Series C$75.0MCambridge
PHND2025Seed$10.0MStamford
Helicore Biopharma2025Series A$65.0MSan Mateo
Orennia2025Series CUndisclosedCalgary
Trace Machina2024Seed$4.7MPalo Alto
Mindset2024Series A$13.0MNew York
MBX Biosciences2024Series C$63.5MCarmel

Complete List of Wellington Management Portfolio Companies (228)

Export
#CompanyStageAmountLocation
51AssetWatchSeries C$75.0MWesterville, United States
52MazaVenture - Series Unknown$10.0MLos Angeles, United States
53Atsena TherapeuticsSeries C$150.0MDurham, United States
54LumafieldSeries C$75.0MCambridge, United States
55PHNDSeed$10.0MStamford, United States
56Helicore BiopharmaSeries A$65.0MSan Mateo, United States
57OrenniaSeries CUndisclosedCalgary, Canada
58Trace MachinaSeed$4.7MPalo Alto, United States
59MindsetSeries A$13.0MNew York, United States
60MBX BiosciencesSeries C$63.5MCarmel, United States
Big DataIndustrial AutomationInternet of ThingsMachine LearningPredictive Analytics

AssetWatch is a deployable, remote, end-to-end condition monitoring solution providing predictive insight to enable proactive maintenance.

Westerville, United States
April 2025
$75.0M
Series C

Founder Contacts

19,000+ 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

19,000+ verified contacts

BiotechnologyHealth CareTherapeutics

Atsena Therapeutics is a clinical-stage gene therapy company that develops novel treatments for inherited forms of blindness.

Durham, United States
April 2025
$150.0M
Series C

Founder Contacts

19,000+ verified contacts

HardwareManufacturingMedical DeviceSoftware

Lumafield develops industrial computed tomography (CT) solutions for non-destructive testing and inspection for engineers.

Cambridge, United States
March 2025
$75.0M
Series C

Founder Contacts

19,000+ verified contacts

Business DevelopmentGamingMedia and Entertainment

PHND is a subscription-free cloud gaming platform for Smart TVs.

Stamford, United States
February 2025
$10.0M
Seed

Founder Contacts

19,000+ verified contacts

BiopharmaBiotechnologyHealth CareMedicalTherapeutics

Helicore Biopharma is a biopharmaceutical company that discovers and develops novel weight-loss therapeutics.

San Mateo, United States
January 2025
$65.0M
Series A

Founder Contacts

19,000+ verified contacts

AnalyticsEnergyEnvironmental ConsultingRenewable EnergySoftware

Orennia is a technology company focused on the renewable power sector.

Calgary, Canada
January 2025
Series C

Founder Contacts

19,000+ verified contacts

IT InfrastructureRoboticsSoftware

Trace Machina is a company that specializes in the development and maintenance of simulation infrastructure.

Palo Alto, United States
August 2024
$4.7M
Seed

Founder Contacts

19,000+ verified contacts

Health Care

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

New York, United States
August 2024
$13.0M
Series A

Founder Contacts

19,000+ verified contacts

BiotechnologyHealth CareTherapeutics

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

Carmel, United States
August 2024
$63.5M
Series C

Founder Contacts

19,000+ verified contacts

Electrical DistributionEnergyPower Grid

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

Arcadia, United States
July 2024
$60.0M
Series B

Founder Contacts

19,000+ verified contacts

Artificial Intelligence (AI)Machine LearningRobotics

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

Gardena, United States
June 2024
$45.0M
Series B

Founder Contacts

19,000+ verified contacts

BiotechnologyHealth CarePharmaceutical

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

San Mateo, United States
May 2024
$182.0M
Series C

Founder Contacts

19,000+ verified contacts

BiopharmaTherapeutics

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

Palo Alto, United States
May 2024
$200.0M
Venture - Series Unknown

Founder Contacts

19,000+ 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

19,000+ verified contacts

BiotechnologyTherapeutics

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

San Francisco, United States
April 2024
$55.0M
Series C

Founder Contacts

19,000+ verified contacts

E-CommerceFashionRetailRetail TechnologySaaSSecondhand Goods

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

Brisbane, United States
August 2023
$30.0M
Series E

Founder Contacts

19,000+ verified contacts

BiotechnologyMedicalMedical DevicePharmaceutical

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

Cambridge, United States
June 2023
$150.0M
Series B

Founder Contacts

19,000+ 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

19,000+ verified contacts

Property ManagementPropTechReal EstateReal Estate BrokerageResidential

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

New York, United States
January 2026
Post-IPO Debt

Founder Contacts

19,000+ verified contacts

Artificial Intelligence (AI)ElectronicsHealth CareManufacturingMedical DeviceSemiconductor

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

Burlington, United States
January 2025
Post-IPO Equity

Founder Contacts

19,000+ verified contacts

Artificial Intelligence (AI)CleanTechMachine LearningRecyclingRoboticsWaste Management

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

Louisville, United States
December 2024
Series D

Founder Contacts

19,000+ verified contacts

BankingCredit CardsFinTechPayments

Flex is a financial technology company that offers an end-to-end finance platform that integrates business and personal finance management.

San Francisco, United States
December 2025
$60.0M
Series B

Founder Contacts

19,000+ 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
Post-IPO Equity

Founder Contacts

19,000+ 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
Secondary Market

Founder Contacts

19,000+ verified contacts

Showing 51-75 of 228 portfolio companies

Frequently Asked Questions About Wellington Management

How many companies has Wellington Management invested in?

Wellington Management has invested in 228 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, FinTech, Machine Learning. The firm invests across 57 different industry categories.

What is Wellington Management's largest investment?

Among tracked funding rounds, BBOT received $200.0M in a Venture - Series Unknown round. Wellington Management's total known invested capital is $36.2B.

What is the average investment size for Wellington Management?

Wellington Management's average investment size is $283.1M across its portfolio of 228 companies.

What are Wellington Management's most recent investments?

Recent Wellington Management portfolio additions include AssetWatch, Maza, Atsena Therapeutics, Lumafield, PHND. These companies were founded in 2020 or later.

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