WELLS GROUP OF NEW YORK Opens Headquarters

Reading Time: 2 minutes


WELLS GROUP, a boutique management consulting firm, opens headquarters to service global clientele based in New York City.

For over a decade, WELLS GROUP has been a leader in offering CFO, COO, Controller, and investor relations services for a fraction of the cost. The concept of offering a full service remote financial services company was initiated while the founder of WELLS GROUP, George Wells, attended Stanford Business School, where many of his classmates were launching startups but had operational challenges from a lack of sophisticated outsourced finance solutions.  WELLS GROUP offers advisory services that create a sustainable cost-effective solution offering full service financial services. The business merges Mr. Wells’ experience at Goldman Sachs Principal Investment Area and Morgan Stanley M&A Department, with entrepreneurial skills honed during his matriculation at Stanford and in various roles held following his studies.

WELLS GROUP has long-term relationships across start-ups and mid-sized companies in tech, consumer goods & services, and healthcare, among other industries in New YorkSan FranciscoLos Angeles, and Seattle. Time Mr. Wells spent, as CFO, helming such industry start up giants as Zola Wedding Registry and Maisonette made the move to having the main office in Manhattan, and focusing on New York, the natural next chapter.

“George was Zola’s first full-time finance and accounting executive hire. During his 2+ years at Zola, he was instrumental in the company’s success. From implementing the financial reporting and projections to closing deals with key strategic partners, we would not be as well-positioned for success without him,” said Shan-Lyn Ma, CEO & Founder of Zola.com, of her time with Mr. Wells. “George has been essential for our business. He set up our financial reporting structure and procedures. As I have made the transition from the editorial world it has been key to have a partner so well versed in corporate finance,” adds Sylvana Durrett, CEO & Founder of Maisonette, a children’s ecommerce startup backed by top venture capitalists.

WELLS GROUP works with a range of businesses, from start-ups and mid-sized companies to venture capital and private equity funds. The WELLS GROUP organization is comprised of experts in finance, accounting, operations, and growth strategy and operates as a SWAT team customized according to each company’s needs. A menu of service options is presented to each client to choose what they would like, and in turn, the WELLS GROUP works to make the solution fit the client’s budget structure.

WELLS GROUP works on-site at clients. All the benefits of having an in-house CFO, COO, CPA, Compliance department, Financial Analysts and Accounting without the expense. Turn-key financial executive team & services for significantly less.