Investor directory

Wellington Management

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.
http://wellington.com
http://wellingtonmgt.com
https://crunchbase.com/organization/wellington-management
https://facebook.com/192813427434277
https://linkedin.com/company/wellington-management
https://pitchbook.com/profiles/advisor/13346-29
https://signal.nfx.com/firms/wellington-management
https://twitter.com/wellingtonmgt
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=272858995
https://www.privateequityinternational.com/database/#/profile?id=5220
280 Congress Street, Boston, Massachusetts 02210, US

Pamela Choney

Partner and SVP

Patrick Eastwood

Director Client Integration & Administration and Managing Director

Anita M. Killian

Director, Partner, VP, Global Industry Analyst and Portfolio Manager

Danny Sharp

Director, Midwest Region and Business Development Manager

Anji Stewart

Director and Head of EMEA Marketing

Past deals in North Carolina

nCino

Series B in 2015
nCino, Inc. is a software-as-a-service company that provides cloud-based applications specifically designed for financial institutions both in the United States and internationally. Founded in 2011 and headquartered in Wilmington, North Carolina, nCino's operating system encompasses a range of services, including customer relationship management, loan origination, account opening, and deposit account management. The platform is tailored for various sectors within banking, such as commercial banking, small business lending, retail banking, and asset finance. It enhances operational efficiency, regulatory compliance, and transparency through integrated solutions for business process management, loan lifecycle management, and document management. By delivering these comprehensive services, nCino aims to improve profitability and productivity across all organizational levels and lines of business in financial institutions.

nCino

Series B in 2014
nCino, Inc. is a software-as-a-service company that provides cloud-based applications specifically designed for financial institutions both in the United States and internationally. Founded in 2011 and headquartered in Wilmington, North Carolina, nCino's operating system encompasses a range of services, including customer relationship management, loan origination, account opening, and deposit account management. The platform is tailored for various sectors within banking, such as commercial banking, small business lending, retail banking, and asset finance. It enhances operational efficiency, regulatory compliance, and transparency through integrated solutions for business process management, loan lifecycle management, and document management. By delivering these comprehensive services, nCino aims to improve profitability and productivity across all organizational levels and lines of business in financial institutions.