Wellesley Asset Management Revenue and Competitors

Boston, MA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wellesley Asset Management's estimated annual revenue is currently $6.7M per year.(i)
  • Wellesley Asset Management's estimated revenue per employee is $181,600

Employee Data

  • Wellesley Asset Management has 37 Employees.(i)
  • Wellesley Asset Management grew their employee count by 3% last year.

Wellesley Asset Management's People

NameTitleEmail/Phone
1
President & Chief Investment OfficerReveal Email/Phone
2
Chief Operating OfficerReveal Email/Phone
3
VP-ComplianceReveal Email/Phone
4
VP, Private Clients GroupReveal Email/Phone
5
VP FinanceReveal Email/Phone
6
VP Relationship ManagementReveal Email/Phone
7
VP - SalesReveal Email/Phone
8
EVP: Private Client GroupReveal Email/Phone
9
National Accounts Manager & EVPReveal Email/Phone
10
Sales DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.7M784%N/AN/A
#2
$1.6M12N/AN/AN/A
#3
$42.7M1719%N/AN/A
#4
$12.7M6227%N/AN/A
#5
$4M259%N/AN/A
#6
$0.8M1614%N/AN/A
#7
$328.9M1035-3%N/AN/A
#8
$360.1M11336%N/AN/A
#9
$3.3M21-12%N/AN/A
#10
$4.4M288%N/AN/A
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What Is Wellesley Asset Management?

Wellesley Asset Management, Inc., is a privately owned SEC registered investment adviser specializing in the management of convertible bonds. Wellesley deploys an absolute return style approach, with fundamental analysis provided by a deep team team of seasoned investment professionals. The firm provides convertible bond investment management services to individuals (including high net worth), institutions, family offices, pension plans, non-profit organizations, trusts, estates, corporations, investment companies, and other advisory firms. Strategies are offered via separately managed accounts, and as an advisor to three mutual funds. Wellesley also works in the capacity of a sub-advisor to many national and regional brokerage firms and fellow RIA firms. Since our inception in 1991, the professionals at Wellesley Asset Management have shared a collective commitment to its clients first and foremost and that is why its employees have a long history of investing alongside clients across the firms strategies. For more information, please visit www.wam.com

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Total Funding

37

Number of Employees

$6.7M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.6M376%N/A
#2
$8.6M376%N/A
#3
$9.3M38-5%N/A
#4
$5.5M389%N/A
#5
$8.2M380%N/A