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Wells Group of New York is a 30 FTE business services firm headquartered in New York City. We are a modular finance department, specializing in interim CFO and Interim Controller services on a part-time, fractional, and loan-out basis for high-growth businesses in SaaS, media, healthcare, fintech, and consumer goods, among other industries.

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INTERIM CFO

Financial planning & analysis, cash management/forecasting, audit prep, and financial reporting for pre-seed startups to mid-sized companies.

 

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STRATEGY PROJECTS

Business strategy and financial modeling related short term projects for private equity and venture capital backed companies centered on growth strategy whether profitable or measured growth depending on mandate.

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INTERIM CONTROLLER

Accounting services for pre-seed startups to mid-sized companies.

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INVESTOR RELATIONS SUPPORT

Presentation preparation and financial modeling for investors, shareholders, and other parties.

Why Choose WGNY?

With years of experience, our team has the capabilities and expertise to take your business to the next level. At Wells Group of New York, 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.

clients

CLIENTS

Supporting clients at all stages of the business life cycle

From start-ups, to mid-sized companies to venture capital & private equity funds.

Saas
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BENTOBOX

Restaurant SaaS

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HERO HEALTH

Health SaaS

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HIRED

Recruitment SaaS

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DEMAND IQ

AI SaaS

SaaS
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DORSIA

Reservation SaaS

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TANGLIBEE

SaaS

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RENTREDI

Rea Estate SaaS

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GIPPER MEDIA

Media SaaS

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PERRY HEALTH

Health SaaS

MORTY

Real Estate SaaS

Media
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Barstool Sports

Media

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Crooked Media

Media

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Team Downey

Media

CONSUMER GOODS
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QUIP

Oral Care

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MAISONETTE

E-Commerce

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DRAPER JAMES

Lifestyle Clothing

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GLOSSIER

Beauty

M.M. LAFLEUR

Lifestyle Clothing

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THURSDAY BOOTS

Shoes

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GREATS

Shoes

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DR. BARBARA STURM

Beauty

Food & Beverage

CLIO SNACKS

Food & Beverage

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DAILY HARVEST

Food & Beverage

ATHLETIC BREWING

Food & Beverage

Funds & Family Office
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FEMALE FOUNDERS FUND

Venture Capital

CC CAPITAL 

Private Investment Firm

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Alma Specialty Lending

Specialty Finance

OTHER INDUSTRIES
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LEHMANN MAUPIN

Contemporary Art

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THE CLASS BY TARYN TOOMEY

Fitness

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MICKALENE THOMAS

Artist

RENOFI

FinTech

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