Wells Fargo

Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Strategic Investments

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

Ellen Koebler

Chief Risk Officer Commercial Banking, EVP

Maureen Offer

Finance Associate

Fernando Rivas

Co-CEO of Corporate and Investment Banking

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Sean Lee Sang Sub

Investor, Principal Technology Investment Group

Past deals in Consumer Services

Finclude

Grant in 2021
Finclude offers financial well being services that empower EU citizens fair access to credit and expand the retail credit markets for financial institutions.

Super

Series C in 2021
Super Home Inc. offers a subscription-based service designed to assist homeowners with care and repair for their properties. Founded in 2014 and headquartered in San Francisco, California, the company serves members in Washington, DC, and Maryland. Super provides coverage for repairs and replacements of appliances and home systems that experience breakdowns. Users can conveniently access services through various devices, including desktop and mobile platforms. Additionally, Super's maintenance schedule helps homeowners understand their property's needs, ensuring they receive timely assistance without incurring high costs.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.

CommunityWorks

Grant in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

CommunityWorks

Debt Financing in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

Credit Central

Debt Financing in 2013
Provider of loans and tax preparation services intended to serve qualified Alabama, Georgia, South Carolina, Tennessee and Texas residents. The company provides installment loans, secured personal, installment loans and optional products that include credit-related insurance, thereby helping clients make monthly installment payments tailored to their budget at the time they close the loan.

LifeCare

Series A in 2000
LifeCare, Inc. is a company that specializes in providing online personal productivity solutions aimed at enhancing work-life balance for members globally. Established in 1984 and headquartered in Shelton, Connecticut, it serves over 51 million members through a network of more than 61,000 employers in the public and private sectors. LifeCare offers a comprehensive range of services, including counseling, education, referral services, and integrated employee assistance programs (EAP). The platform addresses various personal needs, such as elder care, legal and financial issues, and wellness, ultimately helping employees navigate their daily responsibilities. Additionally, LifeCare operates LifeMart, a members-only online discount shopping site that offers significant savings on a wide array of products and services, further supporting members in managing their personal and professional lives effectively.
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