Insights

Interim leadership demand Wells Group provides interim CFO, COO, and Controller services, indicating ongoing demand for temporary but high-impact financial leadership during transitions at high-growth firms. This presents a sales opportunity to partner with companies undergoing scale, restructuring, or leadership turnover.

Sector specialization Focused expertise across consumer internet, healthcare, technology, and contemporary arts suggests cross-sell potential to firms in these verticals that may require strategic finance, operational improvement, or digital transformation support.

Audit readiness expansion The launch of the Audit SWAT Team signals a targeted service for immediate audit preparation and execution. This offers a pathway to engage growth-stage companies approaching funding rounds or regulatory/compliance milestones that require robust controls.

Healthcare leadership growth Appointment of a Head of Healthcare Practice indicates a prioritization of healthcare clients. Sales outreach to healthcare startups and mid-market firms could leverage domain expertise to win interim financial leadership and compliance support.

Financial scale signals Revenue range of ten to twenty-five million with a lean team (11-50 employees) suggests Wells Group operates with efficiency and high value per engagement. This aligns with mid-market firms seeking cost-effective, high-impact financial leadership and performance improvement services.

Similar companies to Wells Group

Wells Group Tech Stack

Wells Group uses 8 technology products and services including QuickBooks, iCIMS, Wix, and more. Explore Wells Group's tech stack below.

Wells Group's Email Address Formats

Wells Group uses at least 2 email formats:
Wells Group Email FormatsExamplePercentage
First@wgny.coJohn@wgny.co
95%
First.Last@wgny.coJohn.Doe@wgny.co
5%

Frequently Asked Questions

What is Wells Group's official website and social media links?

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Wells Group's official website is wgny.co and has social profiles on LinkedIn.

How much revenue does Wells Group generate?

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As of September 2026, Wells Group's annual revenue is estimated to be $10M - $25M.

What is Wells Group's NAICS code?

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Wells Group's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Wells Group have currently?

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As of September 2026, Wells Group has approximately 32 employees across 1 continents, including North America. Key team members include Vice President Finance: A. J., Director Of Finance And Accounting: A. J. and Director Of Finance: J. B. Explore Wells Group's employee directory with LeadIQ.

What industry does Wells Group belong to?

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Wells Group operates in the Business Consulting and Services industry.

What technology does Wells Group use?

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Wells Group's tech stack includes QuickBooks, iCIMS, Wix, WordPress, Wix eCommerce, Google Workspace, Google Cloud and Sentry.

What is Wells Group's email format?

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Wells Group's email format typically follows the pattern of First@wgny.co. Find more Wells Group email formats with LeadIQ.
Wells Group logo

Wells Group

Business Consulting and ServicesNew York, United States11-50 Employees

Wells Group is a boutique management consulting firm based in New York City. It maintains a compact team focused on helping high-growth businesses in the consumer internet, healthcare, technology, and contemporary arts sectors. The firm provides CFO, COO, and interim controller services as a cost-effective option for organizations at different stages of development. In addition, Wells Group's executives can assume interim or ongoing C-suite responsibilities at later-stage companies during periods of transition. Its staff includes MBAs, CPAs, strategic consultants, and accountants who deliver a full range of financial and advisory services.

In October 2025, Wells Group announced the creation of an Audit SWAT Team to assist high-growth companies with preparing for and executing their first audit.

Section iconCompany Overview

Website
wgny.co
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Wells Group's revenue is estimated to be in the range of $10M - $25M

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