Wellfleet Partners, Inc. is a boutique investment banking firm that offers financial advisory services.
Business Model: Consulting
Revenue: $16.8M
Employees: 51-200
Address: One Penn Plaza Suite 2411
City: New York
State: NY
Zip: 10119
Country: US
Wellfleet Partners, Inc. (“WP” or the “Company”) is a boutique financial services and consulting firm principally located in New York City, New York. It was founded in 1998 and since then has been engaged, directly or through its affiliations, in a wide range of investment and merchant banking, venture capital, financial and strategic consulting services. WP, through its principal, also sponsored a couple of private equity investments (LLC’s) in the solar and renewable energy space. WP was initially located at 67 Wall Street in a private office and floor of a former financial services company, which acquired Mr. Lev’s previous Broker-Dealer, First Asset Management, Inc. (then NASD Member Firm of which Mr. Lev was a Principal). Subsequently, WP moved to its present location at 1 Penn Plaza in the heart of New York City. Prior to March 2014, Mark I. Lev, Esq., co-founder, Chairman, Chief Executive Officer of WP was a licensed account executive with various full service independent securities and brokerage firms.
Contact Phone:
+12127140400
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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3/2000 | Aluminium.com | Venture Round | 25M |
3/2000 | Aluminium.com | Venture Round | 0 |
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