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Bridging Ambition with Financial Excellence. 

Supporting clients at all stages of the business life cycle. From start-ups, to mid-sized companies to venture capital & private equity funds.

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Trusted by Brands you Know and Trust

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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

INTERIM CFO

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

INTERIM CONTROLLER

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

STRATEGY PROJECTS

Business strategy and financial modeling 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.

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©2025 by Wells Group

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