All funds
wellington-management logo

wellington-management

Website X
$450Tdisclosed portfolio round capital
23 Jun, 2022last investment
3portfolio companies
6team members

Analyst signals

Portfolio activity and matriculation

Metrics use all recorded activity through 21 Jul 2026 across series d, series e, unknown. Later-round outcomes are capped at the period end.

66.7%companies with a later round · 2/3
5416.90×median round-size step-up · n=2
Not availablemedian valuation step-up · n=0
0%recorded-solo rate · 0 solo / 4 syndicated
Finance · 3 companies

These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.

Opportunities

Crypto jobs across wellington-management's portfolio

12 current roles at companies backed by wellington-management, sourced from JobStash's crypto job board.

People

Team

A

Ahmed Ismail

Director of Canada and Business Development Manager, CFA, CAIA

A

Alice Fong

Client Service Manager

C

Courtney Brophy

Relationship Manager

F

Farzin Khan

Account Manager

J

Joana Domingos

Business Development Manager, CAIA

S

Scott Cokely

Business Development Manager

Portfolio

Investments

Full financing histories for portfolio companies. Highlighted rounds are those where wellington-management is recorded as an investor.

Coinbase logo

Coinbase

crypto
Finance

Coinbase offers a platform for securely buying, selling, transferring, and storing cryptocurrency.

Post-IPO Equity7 Jun, 2021$3.3T round
Series F21 Dec, 2018$22T round
Unknown1 Dec, 2018$50M round
Series E30 Oct, 2018$300T roundSyndicated · 2 disclosed investors
Unknown1 Oct, 2018$300M roundSyndicated · 7 disclosed investors
Series F1 Jan, 2018$1.7T round
Series D10 Aug, 2017$108T round
Series C6 Jul, 2016$11T round
Series C13 Jan, 2015$75T round$475M valuation
Series B1 Dec, 2013$25M round
Series A1 May, 2013$5M round
Seed1 Sep, 2012$600K round
Dave logo

Dave

fintech
Finance

Dave is a financial app that provides ExtraCash overdraft access, checking accounts, and savings Goals accounts. It serves consumers seeking tools to manage spending, savings, deposits, and short-term cash needs.

Unknown1 Mar, 2022$100M round
Unknown1 Jan, 2022$210M roundSyndicated · 4 disclosed investors
Unknown1 Jan, 2021$100M round
Series B1 Sep, 2019$50M round$1B valuation
Unknown1 Apr, 2018$10M round
Series A1 Oct, 2017$13M round
Seed1 Apr, 2017$3M round
FalconX logo

FalconX

crypto
Finance

FalconX provides institutional access to digital asset markets through deep liquidity, financing solutions, and technology infrastructure for global institutions.

Series D23 Jun, 2022$150T round$8B valuationSyndicated · 8 disclosed investors
Series C10 Aug, 2021$210T round$3.8B valuation
Unknown11 Mar, 2021$50T round
Series B17 Dec, 2020$47T round
Convertible note issuance25 Jun, 2020$3T round
Unknown13 May, 2020$17T round
Seed1 May, 2020$17M round