Skip to main content
Caplight Logo









Wells Fargo Securities, LLC

Wells Fargo Securities, LLC

Charlotte, North Carolinawellsfargosecurities.com

Overview

Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rates, commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds. The institutional broker-dealer is comprised of more than 4,000 team members in 40-plus offices across the U.S., Europe and Asia. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Co. and its subsidiaries.

Year Founded

1984

Portfolio Companies

18

Investments

Wells Fargo Securities, LLC investments
CompanyDateStageLead
TaniumMay 2017VC Round-
textainer group holdings limitedOct 2007IPOLead
triton international limitedJan 2025Follow-on OfferingLead
el paso electricMar 2016DebtLead
Symphony Communication ServicesOct 2014Corporate Funding-
Book a demo to see all 18 portfolio companies

For institutional investors. Book with your work email.

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

Book a demo to see full analytics

For institutional investors. Book with your work email.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

Book a demo to see full analytics

For institutional investors. Book with your work email.

FAQ

Where is Wells Fargo Securities, LLC based?

Wells Fargo Securities, LLC is headquartered in Charlotte, North Carolina, United States.

When was Wells Fargo Securities, LLC founded?

Wells Fargo Securities, LLC was founded in 1984.

How many portfolio companies does Wells Fargo Securities, LLC have?

Wells Fargo Securities, LLC has 18 portfolio companies in Caplight's dataset.

What are some companies in Wells Fargo Securities, LLC's portfolio?

Portfolio companies visible on Caplight include Tanium, textainer group holdings limited, triton international limited, el paso electric, Symphony Communication Services.

What was Wells Fargo Securities, LLC's most recent investment shown here?

Wells Fargo Securities, LLC's most recent investment in this portfolio sample was in triton international limited in 2025.

What sectors does Wells Fargo Securities, LLC focus on?

Wells Fargo Securities, LLC focuses on FinTech, Healthcare & Life Sciences, FinTech, Mobility, Transportation & Logistics, Consumer & Commerce, Energy & Sustainability, Energy & Sustainability, Consumer & Commerce, Real Estate & PropTech, Telecommunications & Networking, Media, Entertainment & Gaming, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Cybersecurity, Enterprise Software, Healthcare & Life Sciences, FinTech, Enterprise Software, Enterprise Software, Enterprise Software, FinTech, Consumer & Commerce, Real Estate & PropTech, Frontier & Industrial Tech, Telecommunications & Networking.

What company stages does Wells Fargo Securities, LLC focus on?

Wells Fargo Securities, LLC typically invests at the MultiStage stage.

What is Wells Fargo Securities, LLC's AUM?

Wells Fargo Securities, LLC's assets under management are estimated at over $100.0B.

Firmographic Details

HeadquartersCharlotte, North Carolina
Year Founded1984

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?