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Bridging Ambition with Financial Excellence. 

Supporting clients at all stages of the business life cycle.

 

From start-ups (including venture and private equity backed) to mid-sized companies to funds.

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What we do

The Wells Group is a 30 FTE business services firm headquartered in New York City.

We are a modular finance department for pre-revenue startups through $1B revenue enterprises in SaaS, media, healthcare, fintech, consumer goods, and several other industries.

 

We specialize in fractional CFO, COO, CPA, and investor relations support services. Providing modular finance services on a part-time, fractional, and loan-out basis for high-growth businesses.

Why we do it

With years of experience, our team has the capabilities and expertise to take your business to the next level.

 

At the Wells Group, we combine our insights and skills to transform your processes and strategies and in turn, your company.

 

We’re proud to help shape and improve how our clients structure and manage their businesses.

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Services We Provide

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©2025 by Wells Group

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