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Wellesley Hills Financial LLC Employee Directory

Investment BankingMassachusetts, United States11-50 Employees

Wellesley Hills Financial LLC is an investment banking firm based in Newton Center, Massachusetts, with roots dating back to 2007 when it was founded in Boston. It began as a strategic advisory and banking practice focused on the cutting edge of payments technology and has since grown into a full-service fintech, payments, and B2B software practice. The firm serves founders, startups, and capital providers operating within its ecosystem, delivering investment banking services designed to create value across the inception, maturation, and exit phases of a business. In January 2026, Atlantic Fintech announced a strategic partnership with Wellesley Hills Financial to provide customized financial support to a company within the Atlantic Fintech Growth Network.

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

Wellesley Hills Financial LLC Global Highlights

Location
Employees

North America
60

Minus sign iconPlus sign icon
  • United States Of America
    60

Wellesley Hills Financial LLC's Leadership

  • Stylized image of a person
    O. R.
    Executive Director/Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. T.
    Director Of Children’s Ministry
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Lead Investment Banking Analyst Intern
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Senior Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T. H.
    Managing Member
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    O. R.
    Executive Director/Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 03, 2026
  • Stylized image of a person
    S. A.
    Executive Vice President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    B. S.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 15, 2026
  • Stylized image of a person
    A. M.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 03, 2026
  • Stylized image of a person
    S. T.
    Director Of Children’s Ministry
    Phone icon
    Mobile Phone
    United States
    May 29, 2026
  • Stylized image of a person
    M. G.
    Lead Investment Banking Analyst Intern
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    A. S.
    Senior Associate
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. T. H.
    Managing Member
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    C. C.
    Investment Banking Associate
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    M. B.
    Operator | Advisor | Fintech & Payments
    Phone icon
    Mobile Phone
    United States
    Jun 19, 2026

Frequently Asked Questions

What is Wellesley Hills Financial LLC known for?

Minus sign iconPlus sign iconWellesley 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?

Minus sign iconPlus sign iconWellesley 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?

Minus sign iconPlus sign iconWellesley Hills Financial LLC has approximately 43 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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.
  • Director Of Children’s Ministry: S. T.

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