Wells Fargo

Wells Fargo is an American multinational banking and financial services holding company that offers a wide range of financial products and services globally. The company provides traditional banking services, including deposits, home mortgage servicing, and debit card services. In addition, Wells Fargo encompasses a corporate and investment banking division that delivers capital markets and investment banking services. Its subsidiary, Wells Fargo Global Fund Services, specializes in fund administration and middle-office operations for hedge funds and private equity funds, offering services such as trading support, cash management, and regulatory reporting. The company also features a startup accelerator program aimed at fostering innovations that benefit financial institutions and enterprise customers. Through its strategic capital division, Wells Fargo provides structured financing to small and mid-cap companies in North America. Overall, Wells Fargo operates worldwide, serving a diverse clientele across various sectors.

Manpreet Bagga

Vice President, Strategic Capital

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Darwish, Basil

Managing Director, Fintech and Enterprise IT lead

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Past deals in Consumer Services

Finclude

Grant in 2021
Finclude operates a credit scoring platform that facilitates the assessment of consumer creditworthiness across Europe. By utilizing a unique approach that focuses on transactional behavior, Finclude enables businesses to evaluate individuals regardless of their credit history. The platform aggregates and interprets data from various banks, providing a comprehensive view of a customer's affordability and creditworthiness. This innovative system supports more informed credit decisions for both businesses and consumers, promoting greater financial inclusivity.

Super

Series C in 2021
Super is an insurtech company that offers a subscription service for home care and repair.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.

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:

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:

Credit Central

Debt Financing in 2013
Credit Central provides services including loans, taxes, online applications, and online payments. It is an installment loan and tax preparation service provider. It makes getting a loan as simple as possible. This service is available to citizens of Alabama, Tennessee, South Carolina, and Texas.

LifeCare

Series A in 2000
LifeCare, Inc. is an online platform that provides personal productivity solutions to employers and members globally, focusing on work-life balance. The company serves over 51 million members through more than 61,000 public and private-sector employers, aiming to reduce absenteeism and presenteeism while enhancing employee loyalty. LifeCare offers a comprehensive suite of services, including counseling, education, referral services, and integrated employee assistance programs, addressing personal needs such as elder care, legal and financial issues, health, and everyday responsibilities. Additionally, LifeCare operates LifeMart, a members-only online discount shopping site that offers significant savings on a wide range of products and services. Founded in 1984 and headquartered in Shelton, Connecticut, LifeCare operates as a subsidiary of Care.com, Inc.
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