Wells Fargo & Co.

Wells Fargo & Co.

Wells Fargo & Co.

Overview
Date Founded

1852

Headquarters

420 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104

Type of Company

Public

Employees (Worldwide)

259K

Industries

Retail & Commercial Banking
Other Business & Consulting Services
Other Insurance Services
IT Consulting & Services
Management Consulting
Consumer Finance
Holding Companies
Accounting & Financial Services

Company Description

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

Contact Data
Trying to get in touch with decision makers at Wells Fargo & Co.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

President, Chief Executive Officer & Director

Senior Company Counsel & Assistant Secretary

Chief Financial Officer & Senior Executive Vice President

Senior Executive Vice President & Chief Financial Officer

Chief Operating Officer

General Counsel

Secretary, Executive Vice President & Deputy General Counsel

Chief Technology Officer

Chief Compliance Officer

Chief Risk Officer & Senior Executive Vice President

Board of Directors

Head, Stakeholder Advisory Council at Wells Fargo & Co.

President, Chief Executive Officer & Director at Wells Fargo & Co.

Affiliate Partner at Lindsay Goldberg, LLC

Former Chief Executive Officer at Staples, Inc.

Quality Director at Southern Power Co.

Former Interim Chief Marketing Officer at MetLife, Inc.

Former Senior Partner at Deloitte LLP

Former Executive Vice President & Chief Financial Officer at Bank of America Corp.

Former Chairman, President & Chief Executive Officer at Edison International

President at Kilovolt Consulting, Inc.

Paths to Wells Fargo & Co.
Potential Connections via
Relationship Science
You
Wells Fargo & Co.
Owners & Shareholders
Details Hidden

Berkshire Hathaway employs the value investing principles of Benjamin Graham. Their investment approach focuses on buying shares of companies as a long-term investment. The firm seeks to invest in businesses that are easy to understand and have high ROE, exceptional management teams and limited debt. Rather than a diversified stock portfolio, Berkshire Hathaway invests in a small number of trusted investments that are overweighed in order to leverage the expected returns. The firm owns stock in a diverse group of over 50 public and private companies in wide range of industries including, but not limited to, manufacturing, retail, energy and finance. Investments are typically financed using the float from Berkshire Hathaway, Inc.'s insurance operations. Securities are sold when the firm no longer feels comfortable with the fundamentals of a company.

Details Hidden

SSgA FM's methods of analysis include quantitative, fundamental, technical, cyclical, indexing, arbitrage, charting and other strategy specific methods. They offer a broad range of strategies including: Active, Enhanced, and Passive Equity; Active & Passive Debt; Cash Management; Multi-Asset Class Solutions; Real Estate (including Direct Real Estate); Senior Loans; Managed Futures; and Private Equity. Active equity strategies include enhanced equity and active quantitative strategies. The strategies cover market-cap and style segments of the market including: large-cap core, large-cap growth, large-cap value, mid-cap, small-cap, small-cap value, all-cap, and long-short equity. They also manage long-short and long-short market neutral strategies. SSgA FM's Active & Passive Debt strategies offers a range of investment styles from passive to active, short to long duration, tax-exempt, sovereign to high yield, and single country to global. The firm's Cash Management strategies seek to generate current income while preserving capital and liquidity by investing in diversified portfolios of short-term securities. SSgA FM's Multi-Asset Class strategies employ an asset allocation model as means of diversification and seek to position assets among major investment categories. Their Multi Asset Class Solutions strategies employ an asset allocation model as a method of diversification that aims to position assets among major investment categories. SSgA FM's Managed Futures strategy allocates assets using two approaches: a managed futures strategy and a fixed income strategy. The firm's Private Equity strategies focus on rigorous partner selection, thorough evaluation of quality investment opportunities, and fundamental, research-driven research.

Details Hidden

Price Associates' investment approach is based on the belief that fundamental proprietary research drives value-added, active investment management. The firm maintains a global research platform that includes interconnected teams of research analysts. Their strategy begins with bottom-up analysis. Price Associates uses both qualitative and quantitative analysis to evaluate investment opportunities. Portfolios are created with a commitment to diversification and a strict attention to valuation appropriate to the chosen investment universe. The firm focuses its analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. Price Associates' Private Asset management Group provides balanced, equity and fixed-income investment management services to meet the needs of individuals, trusts, endowments, foundations, institutions, retirement plans and IRAs and other entities.

Recent Transactions
Details Hidden

Intertrust NV purchases Wells Fargo Trust Corp. Ltd. from Wells Fargo & Co.

Details Hidden

Marlaz Financial Group Ltd., GPM Investments LLC purchase Empire Petroleum Partners LLC from PineBridge Private Equity Group, Sachs Capital LLC, Riveria Investment Group, American Infrastructure Funds LLC

Details Hidden

Apollo Global Management, Inc. /Private Equity purchases Tech Data Corp.

Transaction Clients
Escrow Agent

Advised on Bright Horizons Family Solutions, Inc. issued Common Stock

Investment Advisor

Advised on Laboratory Corporation of America Holdings purchases Covance, Inc.

Investment Advisor

Advised on Umpqua Holdings Corp. purchases Humboldt Bancorp

Transaction Advisors
Auditor

Advised onWells Fargo & Co. issued Common Stock

Accountant

Advised onWells Fargo & Co. purchases First Security Corp. (Utah)

Legal Advisor

Advised onBesso Holdings Ltd. /Private Group purchases Besso Insurance Group Ltd. from Union Hamilton Reinsurance Ltd.

Legal Advisor

Advised onWells Fargo & Co. purchases General Electric Capital Corp /Finance Businesses (3) from General Electric Company

Chair, Finance & Restructuring Practice

Advised onSouthwire Co. LLC purchases Coleman Cable LLC

Associate/Law Clerk

Advised onAllergan Plc purchases Allergan, Inc.

Advisors & Consultants
Advisor

President & Managing Director at Morgan Stanley Investment Management, Inc.

Legal Advisor

Partner at Proskauer Rose LLP

Legal Advisor

Global Co-Chair, Banking Practice at Latham & Watkins LLP

Clients

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth. Today, we are one of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock ®, an icon of strength, stability, expertise, and innovation.

Starwood Capital Group Management LLC operates as an investment firm. The company is headquartered in Greenwich, CT.

Key Stats and Financials As of 2019
Market Capitalization
$203B
Total Enterprise Value
$571B
Earnings Per Share
$4.05
Revenue
$102B
Net Profit
$19.5B
Total Debt
$333B
Total Equity
$188B
Enterprise Value Sales
5.62x
TEVNet Income
29.23x
Debt TEV
0.58x
Non-Profit Donations & Grants
$5,000 +
2018
Political Donations
Investments
Details Hidden

Saga Resource Partners LLC formed to acquire the Black Warrior Basin assets of Saga Petroleum Corp. and Black Warrior Basin coal-bed methane assets. It was one of the coal-bed methane producers in the Black Warrior Basin of Alabama and has wells of over 170 billion cubic feet of natural gas. It will continue Saga's environmentally sound and operationally efficient drilling and production processes. The company was headquartered in Denver, CO.

Details Hidden

Greenlight Financial Technology, Inc. provides debit cards for kids, teens, and college students. Through its mobile application, its platform allows users to automate allowances, send money, and receive real-time notifications. The company was founded by Timothy P. Sheenan, Johnson Cook, and John Hagelgans in 2014 and is headquartered in Atlanta, GA.

Details Hidden

Spandana Sphoorty Financial Ltd. engages in the provision of financial services. It offers general, micro enterprise, individual, income generating, and farm equipment loans. The company was founded by Gangi Padmaja Reddy in 1998 and is headquartered in Hyderabad, India.

Investors
Details Hidden

Fund Advisor at Jupiter Asset Management Ltd.

Details Hidden

Life Peer at United Kingdom House of Lords

Details Hidden

Life Peer at United Kingdom House of Lords

Suppliers
Corporate Office Properties Trust, Inc. Trusts & Funds | Columbia, MD

Corporate Office Properties Trust, Inc. is a real estate investment trust, which acquires, develops, manages, sells, and leases out office properties and data centers. The firm operates through the following segments: Defense/Information Technology Locations, Regional Office, Wholesale Data Center, and Other. The company was founded in 1988 and is headquartered in Columbia, MD.

Radian Group, Inc. Real Estate | PHILADELPHIA , PA

Headquartered in Philadelphia, Radian connects lenders, homebuyers, investors and loan servicers using a suite of private mortgage insurance and related risk management products and services. We help promote and preserve the tradition of homeownership while protecting lenders from default-related losses on residential first mortgages. We also facilitate the sale of low-downpayment mortgages in the secondary market. Our commitment to homeownership is built on a foundation of evaluating credit risk; we help clients and investors expertly and prudently manage risk in any market condition. Radian Group Inc. is traded on the New York Stock Exchange under the symbol RDN.

Ixia Solutions Group Internet Software & Services | Calabasas, CA

Ixia Solutions Group provides multi-port network performance analysis services. The firm's products and services include test applications, security products, visibility products, cloud, performance monitoring, test hardware, training, testing as a service and test consulting. It offers architecture, technologies and segments. The company was founded by Errol Ginsberg and Jean-Claude Asscher in May 1997 and is headquartered in Calabasas, CA.

Awards & Honors
Rank #27
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #27
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Wells Fargo & Co.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Wells Fargo & Co.'s profile does not indicate a business or promotional relationship of any kind between RelSci and Wells Fargo & Co..