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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.

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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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INTERIM CONTROLLER

Accounting services 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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INVESTOR RELATIONS SUPPORT

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

Why Choose WGNY?

With years of experience, our staff 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 business.

clients

CLIENTS

Supporting clients at all stages of the business life cycle

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

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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FEED

Consumer Goods

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IVORY ELLA

Consumer Goods

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SNOWE

Consumer Goods

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DR. BARBARA STURM

Beauty

SaaS
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BENTOBOX

Restaurant SaaS

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HERO HEALTH

Health SaaS

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HIRED

Recruitment SaaS

MORTY

Real Estate SaaS

RENOFI

FinTech

Food & Beverage

CLIO SNACKS

Food & Beverage

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DAILY HARVEST

Food & Beverage

ATHLETIC BREWING

Food & Beverage

OTHER INDUSTRIES
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THE CLASS BY TARYN TOOMEY

Fitness

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FEMALE FOUNDERS FUND

Venture Capital

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LEHMANN MAUPIN

Contemporary Art

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MICKALENE THOMAS

Artist

CC CAPITAL 

Private Investment Firm

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