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Wellington - About the company

Wellington is an unfunded company based in Boston (United States), founded in 1928 by Walter Leslie Morgan. It operates as a Provider of independent asset management services. Wellington has not raised any funding yet. The company has 13954 active competitors, including 344 funded and 1405 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

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.
Social
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Phone Number
+1 **********
Registered Address
Boston, Massachusetts
Key Metrics
Founded Year
1928
Location
Boston, United States
Stage
Unfunded
Ranked
Employee Count
3,631 as on Jul 31, 2026
Investment & Acquisitions
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Wellington's funding and investors

Wellington has not raised any funding rounds yet.

Wellington's founders and board of directors

Founder? Claim Profile
The founders of Wellington is Walter Leslie Morgan. Jean Hynes is the CEO of Wellington.
Here are the details of Wellington's key team members:

Wellington's employee count trend

Wellington has 3,631 employees as of Jul 26. Here is Wellington's employee count trend over the years:
Employee count trend for Wellington
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Wellington's Competitors and alternates

Top competitors of Wellington include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of Wellington, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
81/100
2nd
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
80/100
3rd
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
4th
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
79/100
5th
Logo for Goldman Sachs
Goldman Sachs
1869, New York City (United States), Public
Provider of investment banking asset management and financial advisory services
-
78/100
6th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
75/100
7th
Logo for Lighthouse Canton
Lighthouse Canton
2014, Singapore (Singapore), Series C
Investment institution focused on wealth and asset management
$40M
73/100
8th
Logo for Royal Bank of Canada
Royal Bank of Canada
1864, Toronto (Canada), Public
Commercial bank
-
-
73/100
9th
Logo for Macquarie
Macquarie
1969, Sydney (Australia), Public
Provider of financial services including asset management, banking, and market advisory
-
73/100
10th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
72/100
118th
Logo for Wellington
Wellington
1928, Boston (United States), Unfunded
Provider of independent asset management services
-
-
55/100
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Wellington's Investments and acquisitions

Wellington has made 288 investments in companies including Muon Space and Avere Therapeutics. Wellington has also acquired 2 companies including Hartford Funds and HistoSonics.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Aug 20, 2026
Investments
2021
Menlo Park (United States)
Aug 10, 2026
Investments
2026
Sacramento (United States)
Aug 07, 2026
Investments
2019
Los Angeles (United States)
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Reports related to Wellington

Here is the latest report on Wellington's sector:

News related to Wellington

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Media has covered Wellington for a total of 87 events in the last 1 year, 24 of them have been about company updates and 4 about people movement.
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FAQs about Wellington

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