Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.
Managing Director, Principal Technology Investments
Richard Gan
Managing Director and Head of Diversified Industries
Darlene Goins
Head of Philanthropy and Community Impact, President
John Hukari
Managing Director and COO
Ellen Koebler
Chief Credit Officer and Executive Vice President
Michael Nepveux
Managing Director, Diversified Industries
Matthew Raubacher
MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)
Thomas Richardson
Group Managing Director
Fernando Rivas
CEO
John Ryan
Managing Director
William Stitt
Managing Director
Michael Vasquez
Managing Director
Emma Whitner
Investment Banking Analyst
Kären Woodruff
Senior Vice President
Mikhail Zhukov
Managing Director, Diversified Industries
Tim Rafalovich Ph.D
Managing Director and Head of Fund Investing
Past deals in Business Development
White Oak Commercial Finance
Debt Financing in 2025
White Oak Commercial Finance is a global financial services company that specializes in providing credit facilities to middle-market companies, typically ranging from $1 million to $30 million. The company offers a variety of financial solutions, including asset-based lending, full-service factoring, invoice discounting, supply chain financing, inventory financing, and U.S. import/export financing. Additionally, it provides trade credit risk management, accounts receivable management, and credit and collections support. White Oak Commercial Finance aims to partner with businesses that demonstrate strong management, innovative ideas, and valuable products and services, with the goal of fostering opportunities that contribute to the betterment of society for both current and future generations.
Newmark
Post in 2025
Newmark is a comprehensive commercial real estate services firm that provides a wide array of solutions for both property owners and occupiers. The company specializes in leasing and corporate advisory services, investment sales, commercial mortgage brokerage, consulting, appraisal and valuation, project management, and property and facilities management. Its expertise spans various sectors, including office, retail, industrial, multifamily, student housing, hotels, data centers, healthcare, self-storage, land, condominium conversions, subdivisions, and special use properties. By offering an integrated platform, Newmark caters to a diverse clientele that includes some of the largest commercial property owners, real estate developers, and investors, along with Fortune 500 and Forbes Global 2000 companies. Through its focus on anticipating future trends, Newmark aims to deliver valuable insights and solutions tailored to the evolving needs of the real estate market.
FMX
Venture Round in 2024
FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.
NorCal SBDC
Grant in 2024
NorCal SBDC is an advisory firm that provides workshops, training, regional programs, finance, restaurant program, and patent services.
Operation HOPE
Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.
RICE
Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.
Performant Financial
Debt Financing in 2023
Performant Financial is a company that specializes in providing technology-enabled recovery and analytics services across various sectors in the United States. It focuses on the recovery of government obligations, including student loans, improper healthcare payments, and delinquent state and federal tax receivables. Performant operates on an outsourced basis, managing the recovery processes for its clients, which include both government and private entities. The company's services leverage a sophisticated technology platform combined with the expertise of its staff, who contribute practical knowledge and insights to enhance the effectiveness of their solutions. Performant's revenue model primarily relies on success-based fees, aligning its interests with those of its clients in achieving optimal recovery outcomes.
Volante Technologies
Venture Round in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.
Volante Technologies
Debt Financing in 2023
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.
HomeZada
Grant in 2022
HomeZada, Inc. operates a digital home information platform that supports homeowners throughout the entire lifecycle of their property, including ownership, selling, and purchasing. The platform enables users to manage various aspects of homeownership such as home insurance, maintenance schedules, remodeling projects, and financial management. It serves a diverse range of users, including homeowners of single-family homes, townhouses, condos, and estates, as well as real estate agents, home builders, insurance agents, and property managers. HomeZada also offers a professional application that assists these service providers in marketing and delivering services to homeowners. By maintaining a comprehensive digital history of a property, HomeZada allows homeowners to present valuable information when selling their homes, while enabling potential buyers to inherit this data for informed decision-making. Founded in 2010, HomeZada is based in El Dorado Hills, California.
Miami Foundation
Grant in 2022
The Miami Foundation is an independent non-profit organization established in 1967, based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and the arts. Recently, the foundation launched the Miami Open for Business project, aimed at supporting small, historically disadvantaged, minority business owners in Miami-Dade County. This initiative seeks to help these entrepreneurs acquire essential assets, including property, equipment, and technology, to foster generational wealth and resilience. Funding from Wells Fargo is instrumental in assisting small, minority-led NGOs and businesses in their growth and sustainability efforts. The foundation's executive management team oversees the management of its assets to further its mission.
Volante Technologies
Funding Round in 2021
Volante Technologies, Inc. is a global financial technology company that specializes in developing solutions for payments and financial messaging automation. Established in 2001 and headquartered in Jersey City, New Jersey, the company offers a range of services including VolPay, which fosters payments innovation and digital transformation, and Volante Designer, designed to simplify financial messaging and data integration. Volante's solutions encompass payments modernization—covering real-time, instant, domestic, and cross-border payments—as well as Payments as a Service for cloud-based payment processing and financial messaging services, such as message translation and orchestration. With a diverse client base that includes over 85 financial institutions and corporates across 26 countries, Volante aims to enhance business agility in the digital payments landscape by addressing complex challenges and enabling rapid adaptation to new opportunities. The company’s commitment to innovation is reflected in its extensive library of international and domestic message standards, which facilitates quicker project completion while minimizing disruption to core systems.
Unity National Bank
Venture Round in 2021
Unity National Bank is a financial institution based in Houston, Texas, established in 1963. It offers a range of business and personal banking products and services designed to meet the needs of its clients. For businesses, the bank provides various loan options, including SBA loans, commercial real estate financing, and loans for faith-based organizations, alongside checking and savings accounts, merchant services, and cash management solutions. Personal banking services include vehicle and home improvement loans, credit cards, and options for savings such as CDs and IRAs. Unity National Bank emphasizes accessibility through online and mobile banking, along with features like bill pay, overdraft protection, and safety deposit boxes. The institution, originally named Peoples Bank, rebranded in 1989 and is committed to helping individuals and businesses thrive financially.
Statewide Hispanic Chamber of Commerce of New Jersey
Grant in 2019
Statewide Hispanic Chamber of Commerce of New Jersey is to promote the continued growth and development of New Jersey businesses.The SHCCNJ is the voice of the more than 120,000 Latino businesses that contribute more than $20 billion to the New Jersey economy.
Kensho Technologies
Series B in 2017
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.
AdvanTech Solutions
Venture Round in 2004
Located in Tampa, Fla., AdvanTech SolutionsSM provides unprecedented human resource services to clients nationwide. Their internal and field associates are dedicated to meeting and exceeding the needs of their client companies quickly and efficiently. (Please see their Executive Biographies.) Since June 1999, they have established co-employment relationships with more than 500 clients representing nearly 20,000 worksite employees, making us the fastest growing Human Resource Outsourcing company in the country. Unlike payroll, benefits or processing companies, AdvanTech SolutionsSM provides clients with face- to-face consultation and ongoing employer and employee training to provide them with a return on their most valuable asset-their people. Their innovative Internet service center, AdvanTech OnlineSM, is the first interactive offering of its kind, allowing clients direct access to their accounts. They can process payroll via WebPaySM, enter new employees, update benefit information, and much more, 24 hours a day, seven days a week.
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