WELLS GROUP OF NEW YORK
Wells Group of New York is a boutique consulting firm based in New York City. We specialize in fractional Finance (CFO) and Accounting (Controller) services, and partner with high-growth businesses in consumer goods, healthcare, fintech, and SaaS, among other industries.
Financial planning & analysis, cash management/forecasting, audit prep, and financial reporting for pre-seed startups to mid-sized companies.
Accounting services for pre-seed startups to mid-sized companies.
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.
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.
Supporting clients at all stages of the business life cycle
From start-ups, to mid-sized companies to venture capital & private equity funds.
Real Estate SaaS