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The Wells Group 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.

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Why choose the Wells Group?

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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   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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DEMAND IQ

AI SaaS

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DORSIA

Reservation SaaS

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GIPPER MEDIA

Media SaaS

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HIRED

Recruitment SaaS

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HERO HEALTH

Health SaaS

MORTY

Real Estate SaaS

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PERRY HEALTH

Health SaaS

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RENTREDI

Rea Estate SaaS

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TANGLIBEE

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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DRAPER JAMES

Lifestyle Clothing

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DR. BARBARA STURM

Beauty

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GLOSSIER

Beauty

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GREATS

Shoes

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MAISONETTE

E-Commerce

M.M. LAFLEUR

Lifestyle Clothing

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QUIP

Oral Care

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THURSDAY BOOTS

Shoes

FOOD & BEVERAGE

ATHLETIC BREWING

Food & Beverage

CLIO SNACKS

Food & Beverage

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DAILY HARVEST

Food & Beverage

FUNDS & FAMILY OFFICE
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Alma Specialty Lending

Specialty Finance

CC CAPITAL 

Private Investment Firm

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FEMALE FOUNDERS FUND

Venture Capital

OTHER INDUSTRIES
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LEHMANN MAUPIN

Contemporary Art

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MICKALENE THOMAS

Artist

RENOFI

FinTech

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THE CLASS BY TARYN TOOMEY

Fitness

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©2025 by Wells Group

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