Wellesley Asset Management

Finance · New Hampshire, United States · 11-50 Employees

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Overview

Headquarters

100 Market St Unit 203, Portsmouth, New ...

Phone Number

(781) 416-4000

Revenue

$22.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
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About Wellesley Asset Management

Wellesley Asset Management is an independent, registered investment advisory firm focused on helping investors achieve returns while mitigating risk. The firm serves private clients, financial professionals, and offers mutual funds. Their strategy is driven by experience, aiming for capital preservation alongside growth. Located in Portsmouth, NH, they cater to a diverse clientele seeking reliable investment solutions.Explore more
Wellesley Asset Management's Social MediaPopular SearchesWellesley Asset Management IncSIC Code 67,679NAICS Code 52,523Show more

Wellesley Asset Management Org Chart

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Chief Financial Officer

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Chief Operating Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wellesley Asset Managemen...

$22.7M
11-50
Private
-
1991
SM
Steve MartinChief Financial Officer
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$16.2M
11-50
Private
-
1993
CS
Christopher SaulnierSenior Vice President, Chief of Staff, Investments
$8.2M
11-50
Private
<$5M
1991
<$5M
11-50
Private
-
1986
KC
Kathleen CraneChief Financial Officer
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wellesley Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wellesley Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wellesley Asset Management.

Wellesley Asset Management Tech Stack

A closer look at the technologies used by Wellesley Asset Management

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Frequently Asked Questions Regarding Wellesley Asset Management

What is Wellesley Asset Management's official website?
Wellesley Asset Management's official website is www.wam.com
What is Wellesley Asset Management's Revenue?
Wellesley Asset Management's revenue is $22.7 Million
What is Wellesley Asset Management's SIC code?
Wellesley Asset Management's SIC: 67,679
What is Wellesley Asset Management's NAICS code?
Wellesley Asset Management's NAICS: 52,523
How many employees does Wellesley Asset Management have?
Wellesley Asset Management has 11-50 employees
What industry does Wellesley Asset Management belong to?
Wellesley Asset Management is in the industry of: Finance, Securities Trading
What is Wellesley Asset Management competition?
Wellesley Asset Management top competitors include: Wellesley Office Park, Highland Funds I - Highland Opportunities and Income Fund, Pinnacle Capital Management, Karpus Investment Management
What companies has Wellesley Asset Management acquired?
Wellesley Asset Management has acquired the companies: Halbert Wealth Management
What technology does Wellesley Asset Management use?
Some of the popular technologies that Wellesley Asset Management uses are: Drupal, AppRiver, Smarsh, Google Cloud Web Serving
Who is the CFO of Wellesley Asset Management?
Wellesley Asset Management's CFO is Steve Martin
How do I contact Wellesley Asset Management?
Wellesley Asset Management contact info: Phone number: (781) 416-4000 Website: www.wam.com
What does Wellesley Asset Management do?

Wellesley Asset Management is an independent, registered investment advisory firm focused on helping investors achieve returns while mitigating risk. The firm serves private clients, financial professionals, and offers mutual funds. Their strategy is driven by experience, aiming for capital preservation alongside growth. Located in Portsmouth, NH,... they cater to a diverse clientele seeking reliable investment solutions.Read More

What are Wellesley Asset Management social media links?
Wellesley Asset Management Linkedin page Wellesley Asset Management Twitter page
Is Wellesley Asset Management a public company?
Wellesley Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Wellesley Asset Management

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