Insights

Growth Expansion Wellesley Asset Management recently expanded with a new office in Portsmouth, NH, signaling regional growth and potential needs for local client onboarding, compliance, and IT support services to scale operations efficiently.

AUM Opportunity With approximately 2 billion in assets under management and a focus on convertible bonds and alternative products, there is potential for advanced portfolio technology, performance analytics tools, and risk management solutions to enhance asset allocation and reporting.

Tech Stack Fit Utilizes cloud and CMS platforms (AWS, Drupal, WordPress) and business apps (Salesforce, QuickBooks Online, Shopify). This presents opportunities for integrated CRM/ERP workflows, data integration, cybersecurity, and scalable client experience enhancements.

Regulatory Readiness As an SEC-registered investment adviser, they require robust compliance, data governance, and audit-ready reporting solutions to support regulatory filings, governance, and client disclosures.

Competitive Landscape Operating in a space with large incumbents and peers with significant assets under management, there is potential for targeted marketing enablement, PM toolkits, and differentiated client communications to attract new institutions and high-net-worth accounts.

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Wellesley Asset Management, Inc. Tech Stack

Wellesley Asset Management, Inc. uses 8 technology products and services including Quickbooks Online, Amazon Web Services, Drupal, and more. Explore Wellesley Asset Management, Inc.'s tech stack below.

Quickbooks Online
Accounting
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
WordPress
Content Management System
Salesforce
Customer Relationship Management
Shopify
E-commerce
WP Engine
Platform As A Service
Adobe Creative Suite
Visualisation Software

Media & News

Wellesley Asset Management, Inc expanded offices to Portsmouth, New Hampshire, United States, Northern America, Americas on Dec 5th '23.
Wellesley Asset Management, Inc., a convertible bond investment advisory firm with about $2 billion in assets under management, announced today the opening of a new office in Portsmouth, New Hampshire.
Dec 05, 2023 | www.prunderground.com

Wellesley Asset Management, Inc.'s Email Address Formats

Wellesley Asset Management, Inc. uses at least 5 email formats:

Wellesley Asset Management, Inc. Email Formats	Example	Percentage
FLast@wam.com	JDoe@wam.com	100%
FLast@wellesleyinvestment.com	JDoe@wellesleyinvestment.com	53%
First.Last@wellesleyinvestment.com	John.Doe@wellesleyinvestment.com	27%
Last@wellesleyinvestment.com	Doe@wellesleyinvestment.com	10%
FirstLast@wellesleyinvestment.com	JohnDoe@wellesleyinvestment.com	10%

Frequently Asked Questions

What is Wellesley Asset Management, Inc.'s phone number?

You can contact Wellesley Asset Management, Inc.'s main corporate office by phone at

+1-617-239-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wellesley Asset Management, Inc.'s official website and social media links?

Wellesley Asset Management, Inc.'s official website is wam.com and has social profiles on LinkedIn.

How much revenue does Wellesley Asset Management, Inc. generate?

As of August 2026, Wellesley Asset Management, Inc.'s annual revenue is estimated to be $500M - $1B.

What is Wellesley Asset Management, Inc.'s NAICS code?

Wellesley Asset Management, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wellesley Asset Management, Inc. have currently?

As of August 2026, Wellesley Asset Management, Inc. has approximately 34 employees across 1 continents, including North America. Key team members include Vice President Of Finance: H. B., President: B. M. and Director: R. L. Explore Wellesley Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Wellesley Asset Management, Inc. belong to?

Wellesley Asset Management, Inc. operates in the Investment Management industry.

What technology does Wellesley Asset Management, Inc. use?

Wellesley Asset Management, Inc.'s tech stack includes Quickbooks Online, Amazon Web Services, Drupal, WordPress, Salesforce, Shopify, WP Engine and Adobe Creative Suite.

What is Wellesley Asset Management, Inc.'s email format?

Wellesley Asset Management, Inc.'s email format typically follows the pattern of FLast@wam.com. Find more Wellesley Asset Management, Inc. email formats with LeadIQ.

When was Wellesley Asset Management, Inc. founded?

Wellesley Asset Management, Inc. was founded in 1991.

Wellesley Asset Management, Inc.

Q: What technology does Wellesley Asset Management, Inc. use?

Wellesley Asset Management, Inc.'s tech stack includes jsDelivr, WP Engine, ZURB Foundation, X-XSS-Protection, Sitelinks Search Box.

Q: What is Wellesley Asset Management, Inc.'s NAICS code?

Wellesley Asset Management, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew Hampshire, United States11-50 Employees

Wellesley Asset Management, Inc. is an SEC-registered investment adviser focused on the management of convertible bonds and alternative products. The firm operates within the investment management industry and maintains a small to mid-sized professional team. It is based in Portsmouth, New Hampshire.

The company serves clients seeking expertise in these asset classes, offering portfolio management and advisory services for convertible investments and alternative strategies. In December 2023, the firm announced the opening of a new office in Portsmouth, New Hampshire, reflecting a geographic expansion.