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 Georgia

Greenlight

Series D in 2021
Greenlight Financial Technology, Inc. is a financial services company that provides debit card solutions specifically designed for children, enabling parents to cultivate financial literacy in their kids. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight offers a mobile application that allows parents to manage their children's spending by selecting specific stores where the Greenlight debit card can be used. The platform features patent-pending technology that empowers parents to monitor spending habits, freeze cards if lost, receive instant alerts, and automate allowances. This approach not only promotes responsible spending but also facilitates teachable moments around earning, saving, and giving.

Greenwood

Series A in 2021
Greenwood Bank is a digital banking platform for Black and Latinx people and business owners. It features best-in-class digital banking services and innovative ways of giving back to the community. The company's initial products are savings and spending accounts that come with a stunningly designed black metal debit card for customers who sign up by the end of the year. Greenwood Bank was founded in 2020 and is based in Atlanta, GA, USA.

Wellspring Living

Grant in 2019
Wellspring Living is devoted to safeguarding and empowering domestic sex trafficking victims and those at risk. Through life-giving residential and community-based programs, boys, girls and young women are provided the opportunity to live and dream again.

Greenlight

Series B in 2019
Greenlight Financial Technology, Inc. is a financial services company that provides debit card solutions specifically designed for children, enabling parents to cultivate financial literacy in their kids. Founded in 2014 and headquartered in Atlanta, Georgia, Greenlight offers a mobile application that allows parents to manage their children's spending by selecting specific stores where the Greenlight debit card can be used. The platform features patent-pending technology that empowers parents to monitor spending habits, freeze cards if lost, receive instant alerts, and automate allowances. This approach not only promotes responsible spending but also facilitates teachable moments around earning, saving, and giving.

Sharecare

Venture Round in 2018
Sharecare is the digital health company that helps people manage all their health in one place. The Sharecare platform provides each person – no matter where they are in their health journey – with a comprehensive and personalized health profile, where they can dynamically and easily connect to the information, evidence-based programs and health professionals they need to live their healthiest, happiest and most productive life. With award-winning and innovative frictionless technologies, scientifically validated clinical protocols and best-in-class coaching tools, Sharecare helps providers, employers and health plans effectively scale outcomes-based health and wellness solutions across their entire populations. To learn more, visit www.sharecare.com. In 2017 alone, Sharecare has raised more than $100 million in new funding; and more than $300 million in total capital since its founding in 2010. May 26, 2017 Sharecare announced it has received an investment from global alternative investment firm, Summit Partners. Sharecare will use the debt capital to fund new capabilities and acquire talent to support the aggressive growth trajectory of both the company and its platform, where people can manage all their health in one place.

T5 Data Centers

Debt Financing in 2013
T5 Data Centers specializes in building, owning, and operating server-ready data centers across North America, catering to the needs of corporate users. The company offers customizable and reliable computing environments designed to support mission-critical applications. Their facilities feature robust designs with redundant power and telecommunications systems, ensuring high availability and reliability. T5 provides enterprise colocation services, enabling organizations to efficiently manage their data needs while minimizing operational costs. With a focus on state-of-the-art technology and scalable solutions, T5 Data Centers aims to deliver peace of mind to clients regarding the performance and reliability of their critical applications.

CDC Software

Post in 2010
CDC Software specializes in providing business-management software solutions and computer telephony integration services. The company focuses on simplifying the integration of telephony platforms with enterprise applications, whether hosted on-premise or in the cloud. Its offerings include a range of solutions such as enterprise resource planning (ERP), customer relationship management (CRM), supply chain management, and manufacturing operations management. CDC Software also develops a contact center integration platform that enhances agent productivity by creating real-time connections between telephony systems and vital contact center data sources. This platform, alongside their DTK product, significantly reduces the time and cost associated with integrating telephony systems into business operations, ensuring that customer data is readily available to representatives. Based in Benton, Pennsylvania, CDC Software caters to a diverse clientele through various deployment options, including Software as a Service (SaaS) and hybrid models.

CDC Software

Post in 2010
CDC Software specializes in providing business-management software solutions and computer telephony integration services. The company focuses on simplifying the integration of telephony platforms with enterprise applications, whether hosted on-premise or in the cloud. Its offerings include a range of solutions such as enterprise resource planning (ERP), customer relationship management (CRM), supply chain management, and manufacturing operations management. CDC Software also develops a contact center integration platform that enhances agent productivity by creating real-time connections between telephony systems and vital contact center data sources. This platform, alongside their DTK product, significantly reduces the time and cost associated with integrating telephony systems into business operations, ensuring that customer data is readily available to representatives. Based in Benton, Pennsylvania, CDC Software caters to a diverse clientele through various deployment options, including Software as a Service (SaaS) and hybrid models.
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