
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.

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

PERRY HEALTH
Health SaaS

MORTY
Real Estate SaaS
CONSUMER GOODS

M.M. LAFLEUR
Lifestyle Clothing
Food & Beverage

CLIO SNACKS
Food & Beverage

ATHLETIC BREWING
Food & Beverage
Funds & Family Office

CC CAPITAL
Private Investment Firm

Alma Specialty Lending
Specialty Finance
OTHER INDUSTRIES

RENOFI
FinTech