What departments does Wellesley Hills Financial LLC have?

Wellesley Hills Financial LLC has employees across 3 departments including Analytics, Banking, Legal.

What is the largest department at Wellesley Hills Financial LLC?

The largest department at Wellesley Hills Financial LLC is Analytics with 3 employees.

Where are Wellesley Hills Financial LLC employees located globally?

Wellesley Hills Financial LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Wellesley Hills Financial LLC's team size changed over time?

Wellesley Hills Financial LLC's team has grown from approximately 36 to 39 employees based on available data.

Wellesley Hills Financial LLC Employee Directory

Investment BankingMassachusetts, United States11-50 Employees

Founded 2007 in Boston, MA, our firm began as a strategic advisory and banking practice focused on the bleeding edge of payments technology. Today we operate a full-service fintech, payments, and B2B, tech-enabled software practice geared toward founders, startups and capital providers that operate and invest in our ecosystem.

Our investment banking services are designed with a singular focus on value creation throughout the three phases of the business lifecycle: inception, maturation, and exit. 

Follow our page to access our curated newsfeed which highlights the most interesting fundings, acquisitions, and industry-focused news stories that affect our industry, along with original content that offers opinions and predictions on the most relevant industry trends, technologies, and market conditions.


#investmentbanking #capitalmarkets #mergers #acquisitions #payments #fintech #software #saas #startups #founders #entrepreneurs #innovators #B2B #enterprisesoftware #carveouts #B2Bsoftware #capitalmarketstech #crypto #blockchain #remittances #crossborderpayments #openbanking #embeddedfinance #banking #proptech #supplychain #logistics #dataanalytics #AI #machinelearning #payouts #ecommerce #fraudprevention #identityverification #proptech #AML #KYC KYB

Find Wellesley Hills Financial LLC employees' phone numbers or email addresses

Wellesley Hills Financial LLC Global Highlights

North America
55

United States Of America
55

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Wellesley Hills Financial LLC's Leadership

O. R.
Executive Director/Partner
Mobile Phone
Email
S. A.
Executive Vice President
Mobile Phone
Email
B. S.
Managing Director
Mobile Phone
Email
A. M.
Managing Director
Mobile Phone
Email
M. G.
Lead Investment Banking Analyst Intern
Mobile Phone
Email
A. S.
Senior Associate
Mobile Phone
Email
A. T. H.
Managing Member
Mobile Phone
Email
C. C.
Investment Banking Associate
Mobile Phone
Email

Wellesley Hills Financial LLC Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Business
Accounting
Administrative
Other

Contact profiles from Wellesley Hills Financial LLC

Name

Title

Contact Info

Location

Last Update

O. R.
Executive Director/Partner
Mobile Phone
Email
United StatesGeorgia
Mar 28, 2026
S. A.
Executive Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 01, 2026
B. S.
Managing Director
Mobile Phone
Email
United StatesNew York
Apr 01, 2026
A. M.
Managing Director
Mobile Phone
Email
United StatesMassachusetts
Mar 26, 2026
M. G.
Lead Investment Banking Analyst Intern
Mobile Phone
Email
United StatesMassachusetts
Oct 27, 2025
A. S.
Senior Associate
Mobile Phone
Email
Oct 22, 2024
A. T. H.
Managing Member
Mobile Phone
Email
United StatesMassachusetts
Mar 03, 2026
C. C.
Investment Banking Associate
Mobile Phone
Email
United StatesMassachusetts
Mar 24, 2026
W. J.
Executive Advisor
Mobile Phone
Email
United StatesGeorgia
Feb 16, 2026
T. F.
Investment Banking Associate
Mobile Phone
Email
United StatesNew York
Feb 16, 2026

Frequently Asked Questions

What is Wellesley Hills Financial LLC known for?

Wellesley Hills Financial LLC was founded in 2007 operates in the Investment Banking industry. The company's main headquarters is located in Newton Center, Massachusetts 02459 United States. Explore Wellesley Hills Financial LLC's company overview page for more information.

What is Wellesley Hills Financial LLC's most common email format?

Wellesley Hills Financial LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wellesley Hills Financial LLC email formats with LeadIQ.

How many employees does Wellesley Hills Financial LLC have currently?

Wellesley Hills Financial LLC has approximately 38 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wellesley Hills Financial LLC's key employees and leadership?

As of March 2026, Wellesley Hills Financial LLC's key employees include:

Executive Director/Partner: O. R.
Executive Vice President: S. A.
Managing Director: B. S.
Managing Director: A. M.
Lead Investment Banking Analyst Intern: M. G.

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