Wellesley Asset Management Revenue and Competitors
Estimated Revenue & Valuation
- Wellesley Asset Management's estimated annual revenue is currently $6.7M per year.
- Wellesley Asset Management's estimated revenue per employee is $181,600
Employee Data
- Wellesley Asset Management has 37 Employees.
- Wellesley Asset Management grew their employee count by 3% last year.
Wellesley Asset Management's People
Name | Title | Email/Phone |
---|---|---|
1 | President & Chief Investment Officer | Reveal Email/Phone |
2 | Chief Operating Officer | Reveal Email/Phone |
3 | VP-Compliance | Reveal Email/Phone |
4 | VP, Private Clients Group | Reveal Email/Phone |
5 | VP Finance | Reveal Email/Phone |
6 | VP Relationship Management | Reveal Email/Phone |
7 | VP - Sales | Reveal Email/Phone |
8 | EVP: Private Client Group | Reveal Email/Phone |
9 | National Accounts Manager & EVP | Reveal Email/Phone |
10 | Sales Director | Reveal Email/Phone |
Wellesley Asset Management Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $17.7M | 78 | 4% | N/A | N/A |
#2 | $1.6M | 12 | N/A | N/A | N/A |
#3 | $42.7M | 171 | 9% | N/A | N/A |
#4 | $12.7M | 62 | 27% | N/A | N/A |
#5 | $4M | 25 | 9% | N/A | N/A |
#6 | $0.8M | 16 | 14% | N/A | N/A |
#7 | $328.9M | 1035 | -3% | N/A | N/A |
#8 | $360.1M | 1133 | 6% | N/A | N/A |
#9 | $3.3M | 21 | -12% | N/A | N/A |
#10 | $4.4M | 28 | 8% | N/A | N/A |
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $3.6M | 37 | 6% | N/A |
#2 | $8.6M | 37 | 6% | N/A |
#3 | $9.3M | 38 | -5% | N/A |
#4 | $5.5M | 38 | 9% | N/A |
#5 | $8.2M | 38 | 0% | N/A |