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Wells Fargo

333 Market Street, San Francisco, CA, 94105, United States

Overview

Banking and financial services including deposits and mortgage servicing.

Deals ยท 12mo

10

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

India
United States

Sector focus

Banking
Financial Services
FinTech
Insurance
...

Investment portfolio

61rounds
NAMEDATESIZE
DailyPay
Oct 2026Participated
$200 MDebt
Snorkel AI
Sep 2026Participated
$350 MSeries E
Form Energy
Sep 2026Participated
$270 MDebt
Anthropic
Sep 2026Participated
$15.0 BDebt
Socure
Aug 2026Participated
$156 MOther Equity
Owlet Baby Care
Jul 2026Led
$25 MDebt
Versana
Apr 2026Participated
$43 MOther Equity
Rogo
Jan 2026Participated
$75 MSeries C
EquipmentShare
Dec 2025Led
$2.8 BDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
Bending Spoons
Aug 2025Participated
$602 MDebt
CoreWeave
Aug 2025Participated
$2.6 BDebt
DailyPay
Oct 2026Participated
$200 MDebt
Snorkel AI
Sep 2026Participated
$350 MSeries E
Form Energy
Sep 2026Participated
$270 MDebt
Anthropic
Sep 2026Participated
$15.0 BDebt
Socure
Aug 2026Participated
$156 MOther Equity
Owlet Baby Care
Jul 2026Led
$25 MDebt
Versana
Apr 2026Participated
$43 MOther Equity
Rogo
Jan 2026Participated
$75 MSeries C
EquipmentShare
Dec 2025Led
$2.8 BDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
Bending Spoons
Aug 2025Participated
$602 MDebt
CoreWeave
Aug 2025Participated
$2.6 BDebt
61
Items
...
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Wells Fargo: 61 funding rounds are recorded in the selected participation categories.All available history.
Wells Fargo: 61 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A27
Series B17
Series C+310
Other Equity114
Debt59

Monthly Deal Activity

Wells Fargo: 61 deals are recorded across 162 months.All available history.
Wells Fargo: 61 deals are recorded across 162 months. All available history
MonthDeals
May '131
Jun '130
Jul '130
Aug '130
Sep '131
Oct '130
Nov '131
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '142
Sep '140
Oct '142
Nov '140
Dec '140
Jan '150
Feb '151
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '161
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '161
Dec '161
Jan '170
Feb '170
Mar '170
Apr '170
May '172
Jun '170
Jul '170
Aug '170
Sep '170
Oct '171
Nov '171
Dec '170
Jan '181
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '181
Jan '191
Feb '190
Mar '190
Apr '190
May '191
Jun '190
Jul '190
Aug '191
Sep '192
Oct '190
Nov '190
Dec '191
Jan '200
Feb '200
Mar '200
Apr '200
May '201
Jun '201
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '211
Mar '212
Apr '210
May '210
Jun '210
Jul '211
Aug '210
Sep '211
Oct '212
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '221
Jul '220
Aug '220
Sep '220
Oct '221
Nov '220
Dec '221
Jan '230
Feb '231
Mar '231
Apr '231
May '230
Jun '231
Jul '231
Aug '230
Sep '230
Oct '231
Nov '230
Dec '230
Jan '240
Feb '241
Mar '240
Apr '240
May '241
Jun '240
Jul '240
Aug '241
Sep '241
Oct '241
Nov '240
Dec '240
Jan '251
Feb '250
Mar '250
Apr '250
May '250
Jun '252
Jul '250
Aug '252
Sep '250
Oct '250
Nov '251
Dec '251
Jan '261
Feb '260
Mar '260
Apr '261
May '260
Jun '260
Jul '261
Aug '261
Sep '263
Oct '261

Sector Breakdown

Wells Fargo: Fintech is the largest displayed sector by deal count (30 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Wells Fargo: Fintech is the largest displayed sector by deal count (30 deals). All available history
SectorDeals
Fintech30
Enterprise Software22
Data, Analytics & IT13
AI & Machine Learning13
Networks, Cloud & Communication12
Professional Services9
Real Estate & Construction5
Hardware & Robotics5
Health & Life Sciences5
Clean Energy & Sustainability4
Marketing & Advertising4
Transportation & Logistics3
Cybersecurity & Privacy2
Space & Frontier Tech2
Consumer & Lifestyle2
Crypto & Blockchain2
Education & Workforce1
Manufacturing1
Media & Entertainment1
Food & Agriculture1
Developer Tools1

Deal Size Distribution

Wells Fargo: 61 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Wells Fargo: 61 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M5
$5M-$10M3
$10M-$25M6
$25M-$50M18
$50M-$100M10
$100M-$250M6
$250M-$500M6
$500M-$1B2
$1B+5

Deals By Geography

Wells Fargo: United States has the largest recorded deal count among the displayed regions (51 deals).All available history.

Top 5 of 5 regions; European countries are grouped as Europe.

Wells Fargo: United States has the largest recorded deal count among the displayed regions (51 deals). All available history
RegionDeals
United States51
India4
Europe4
Japan1
New Zealand1
Wells Fargo: 20 co-investors are shown, with J.P. Morgan sharing 24 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Wells Fargo: 20 co-investors are shown, with J.P. Morgan sharing 24 recorded deals. All available history
Co-investorShared deals
J.P. Morgan24
Goldman Sachs22
Citi18
Bank of America14
Barclays13
Morgan Stanley13
Deutsche Bank8
UBS7
HSBC6
Andreessen Horowitz5
BNP Paribas5
Jefferies5
BlackRock4
DRW Venture Capital4
FinTech Collective4
Nyca Partners4
Pivot Investment Partners4
PNC Bank4
TTV Capital4
BNY Mellon3

Investment Strategy

Wells Fargo: Led accounts for 20% and participating for 80% of round participation.All available history.
Wells Fargo: Led accounts for 20% and participating for 80% of round participation. All available history
CategoryDeals (count)Share (%)
Led1220%
Participating4980%
Wells Fargo: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Wells Fargo: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead650%
Co-led650%

Team

Andy Hay
Barry Sommers

CEO of Wealth & Investment Management

Charles Scharf

President and CEO

Derek A. Flowers

Senior Executive Vice President and Chief Risk Officer

Kurt Marsden
Kyle Hranicky

CEO of Commercial Banking

Munish Kumar Sharma

CIO ,Head of Wealth & Investment Management Technology

Paul Ricci

Corporate Risk and Capital Management, Chief Auditor, Executive Vice President

Saul Van Beurden

CEO Consumer & Small Business Banking

Scott Powell

Chief Operating Officer