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Wells Fargo Securities

420 Montgomery Street, San Francisco, California, 94104, United States

Overview

Comprehensive capital markets and investment banking services provider.

Founded

1851

Deals ยท 12mo

2

Links

WebsiteLinkedIn

Stage focus

Debt

Geographic focus

United States

Sector focus

Advice
Banking
Financial Services

Investment portfolio

2rounds
NAMEDATESIZE
DataBank
Jun 2026Participated
$1.4 BDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
DataBank
Jun 2026Participated
$1.4 BDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
2
Items
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Insights

Time horizon

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Deal Distribution

Wells Fargo Securities: 2 funding rounds are recorded in the selected participation categories.All available history.
Wells Fargo Securities: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt02

Monthly Deal Activity

Wells Fargo Securities: 2 deals are recorded across 12 months.All available history.
Wells Fargo Securities: 2 deals are recorded across 12 months. All available history
MonthDeals
Nov '251
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '261
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Wells Fargo Securities: Networks, Cloud & Communication is the largest displayed sector by deal count (1 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 Securities: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1
Clean Energy & Sustainability1
Professional Services1
Data, Analytics & IT1

Deal Size Distribution

Wells Fargo Securities: 2 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 Securities: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+2

Deals By Geography

Wells Fargo Securities: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Wells Fargo Securities: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Wells Fargo Securities: 20 co-investors are shown, with Barclays sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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 Securities: 20 co-investors are shown, with Barclays sharing 2 recorded deals. All available history
Co-investorShared deals
Barclays2
Citi2
MUFG Bank2
National Bank of Canada2
TD Securities2
Barclays Bank1
BMO Capital Partners1
Cadence Bank1
CIBC Capital Markets1
Citizens Financial Group1
Goldman Sachs1
J.P. Morgan1
Mizuho Americas1
Mizuho Bank1
Morgan Stanley1
MUFG1
National Bank Capital Markets1
PNC Bank1
Scotiabank1
Texas Capital Bank1

Investment Strategy

Wells Fargo Securities: Led accounts for 0% and participating for 100% of round participation.All available history.
Wells Fargo Securities: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
Wells Fargo Securities: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Wells Fargo Securities: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

No team members found for this fund.