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Wellington is an unfunded company based in Boston (United States), founded in 1928 by Walter L Morgan. It operates as a Provider of independent asset management services. Wellington has not raised any funding yet. The company has 8873 active competitors, including 249 funded and 863 that have exited. Its top competitors include companies like Investec, Fidelity Investments and Guggenheim Partners.
Company Details
Provider of independent asset management services. It offers investment solutions across various asset classes, including equity, fixed income, multi-asset, alternatives, and private investing. The firm provides investment strategies and solutions, emphasizing sustainable investing and stewardship principles. Its services cater to institutional and professional investors, leveraging a collaborative culture and integrated investment capabilities. Research is conducted across multiple disciplines, supporting independent portfolio teams.
- Website
- www.wellington.com/en
- Social
- Phone Number
- +1 **********
Key Metrics
Founded Year
1928
Location
Boston, United States
Stage
Unfunded
Ranked
79th among 8873 active competitors
Employee Count
1,860 as on Dec 31, 2022
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Legal entities associated with Wellington
Wellington is associated with 6 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count |
|---|---|---|---|
Dec 31, 1999 | - | 491 (as on Dec 31, 2022) | |
Dec 31, 1999 | - | 1860 (as on Dec 31, 2022) | |
Dec 31, 1999 | - | 5 (as on Dec 31, 2021) | |
Dec 31, 1999 | - | 13 (as on Dec 31, 2022) | |
Dec 31, 1999 | - | 1088 (as on Dec 31, 2022) | |
Dec 26, 999 | - | 2200 (as on Dec 31, 2022) |
Wellington's funding and investors
Wellington has not raised any funding rounds yet.
Wellington's founders and board of directors
Founder? Claim ProfileThe founders of Wellington is Walter L Morgan. Jean Hynes is the CEO of Wellington.
View details of Wellington's Founder profiles and Board Members
Wellington's employee count trend
Wellington has 1,860 employees as of Dec 22. The total employee count is 5.0% more than what it was in Dec 21. Here is Wellington's employee count trend over the years:
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Wellington's Competitors and alternates
Top competitors of Wellington include Investec, Fidelity Investments and Guggenheim Partners. Here is the list of Top 10 competitors of Wellington, ranked by Tracxn score:
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Overall Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Investec 2010, London (United Kingdom), Acquired | Provider of global banking, investment, and wealth management services | - | 75/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Public | Provider of financial advisory services | - | 75/100 | |
3rd | Guggenheim Partners 1999, New York City (United States), Acquired | Provider of asset management and investment advisory services | $21M | 70/100 | |
4th | USAA 1922, San Antonio (United States), Acquired | Integrated financial service company | - | - | 69/100 |
5th | Principal 1879, Des Moines (United States), Public | Financial investment management and insurance company | - | 69/100 | |
6th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth, financial management, and investment advisory services | - | 69/100 | |
7th | S&P Global 1917, New York City (United States), Public | Platform offering business intelligence solutions that combine data and actionable analytics for clients | - | 69/100 | |
8th | Northwestern Mutual 1857, Milwaukee (United States), Public | Provider of diversified asset management services | - | 69/100 | |
9th | State Street 1792, Boston (United States), Public | Financial services for asset managers | - | 68/100 | |
10th | Bank of America 1904, Charlotte (United States), Public | Commercial bank and asset management firm | - | 68/100 | |
79th | Wellington 1928, Boston (United States), Unfunded | Provider of independent asset management services | - | - | 53/100 |
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Wellington's Investments and acquisitions
Filter this listWellington has not made any acquisitions yet. Wellington has made 251 investments. Here is the list of latest three $investments:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jun 10, 2025 | Investments | 2019 | Palo Alto, United States | |
May 08, 2025 | Investments | 2014 | Bengaluru, India | |
Apr 30, 2025 | Investments | 2011 | Philadelphia, United States |
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Reports related to Wellington
Here is the latest report on Wellington's sector:
News related to Wellington
Filter this listMedia has covered Wellington for a total of 300 events in the last 1 year, 229 of them have been about company updates and 2 about partnerships.
•
Glean Secures $150M in Series F Funding To Scale Its AI System for Smarter Data UseSuperbCrew•Jun 12, 2025•Glean, Wellington, Khosla Ventures, Bicycle.capital and 3 others
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Wellington Management Group LLP Acquires 97,409 Shares of Akebia Therapeutics, Inc. (NASDAQ:AKBA)MarketBeat•Jun 07, 2025•Wellington, Akebia Therapeutics
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Wellington Management Group LLP Acquires New Shares in Vodafone Group Public Limited (NASDAQ:VOD)MarketBeat•Jun 07, 2025•Vodafone, Wellington
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Wellington Management Group LLP Invests $1.25 Million in Autohome Inc. (NYSE:ATHM)MarketBeat•Jun 07, 2025•Wellington, Autohome
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Wellington Management Group LLP Acquires 46,021 Shares of The Western Union Company (NYSE:WU)MarketBeat•Jun 07, 2025•Wellington, Western Union
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Wellington Management Group LLP Makes New $829,000 Investment in Afya Limited (NASDAQ:AFYA)MarketBeat•Jun 07, 2025•Wellington, Afya Educacional
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Wellington Management Group LLP Acquires Shares of 51,651 Flowers Foods, Inc. (NYSE:FLO)MarketBeat•Jun 07, 2025•Wellington, Flowers Foods
•
Wellington Management Group LLP Invests $911,000 in Coincheck Group NV. (NASDAQ:CNCK)MarketBeat•Jun 07, 2025•Coincheck Group, Wellington
•
Wellington Management Group LLP Makes New Investment in Mesa Laboratories, Inc. (NASDAQ:MLAB)MarketBeat•Jun 06, 2025•Wellington, Mesa Labs
•
Wellington Management Group LLP Acquires Shares of 177,827 Banco de Chile (NYSE:BCH)MarketBeat•Jun 05, 2025•Wellington, Banco de Chile
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