Insights

Growth in Assets Under Management Wellesley Asset Management has recently expanded its offices to Portsmouth, New Hampshire, reflecting growth and increased operational capacity, supported by its sizable assets under management of approximately $2 billion, indicating a strong market presence.

Niche Investment Focus The company's specialization in convertible bonds and alternative products offers opportunities to engage with clients seeking tailored investment solutions and diversification strategies within these specialized asset classes.

Modern Technology Adoption Utilizing a tech stack that includes Google Cloud, JSON-LD, and other modern tools demonstrates their commitment to leveraging technology for efficient asset management, presenting prospects to offer advanced tech integrations or data-driven services.

Competitive Market Position With revenue estimates between $500 million and $1 billion and a relatively lean team of 11 to 50 employees, Wellesley operates efficiently in a competitive sector, suggesting opportunities for partnership or service provision to optimize operations further.

Industry Trends and Outlook As an SEC-registered advisor managing niche products in a dynamic investment environment, Wellesley's growth and expansion align with broader market trends favoring specialized and alternative investment funds, offering avenues for strategic collaboration.

Similar companies to Wellesley Asset Management, Inc.

Wellesley Asset Management, Inc. Tech Stack

Wellesley Asset Management, Inc. uses 8 technology products and services including WordPress, Salesforce, MySQL, and more. Explore Wellesley Asset Management, Inc.'s tech stack below.

WordPress
Content Management System
Salesforce
Customer Relationship Management
MySQL
Database
Shopify
E-commerce
SendGrid
Email Delivery
Font Awesome
Font Scripts
Google Cloud
Infrastructure As A Service
JSON-LD
Javascript Frameworks

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 2 format(s):

Wellesley Asset Management, Inc. Email Formats	Example	Percentage
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%
FLast@wam.com	JDoe@wam.com	100%

Frequently Asked Questions

Where is Wellesley Asset Management, Inc.'s headquarters located?

Wellesley Asset Management, Inc.'s main headquarters is located at 100 Market Street Suite 203 Portsmouth, New Hampshire 03801 United States. The company has employees across 1 continents, including North America.

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.

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 June 2026, Wellesley Asset Management, Inc. has approximately 35 employees across 1 continents, including North America. Key team members include Coo/Legal Counsel: D. M.Chief Compliance Officer And General Counsel: S. R.Chief Financial Officer: S. M.. 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 WordPressSalesforceMySQLShopifySendGridFont AwesomeGoogle CloudJSON-LD.

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

Wellesley Asset Management, Inc.'s email format typically follows the pattern of FLast@wellesleyinvestment.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 Magnific Popup, Nginx, jQuery, oEmbed, Microsoft Outlook.

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 specializing in the management of convertible bonds and alternative products.

Company Overview

Headquarters: 100 Market Street Suite 203 Portsmouth, New Hampshire 03801 United States
Phone number: +1-617-239-****
Website: wam.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1991
Employees: 11-50