The Wellington Group Revenue
Financial Services • 
9000 Keystone Crossing, Suite 400, United States • 11-20 Employees
The Wellington Group revenue & valuation
| Annual revenue | $11,800,000 |
| Revenue per employee | $787,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,800,000 |
| Total funding | No funding |
Key Contacts at The Wellington Group
Tony J. Bonanno
Founder & Managing Partner
Max Moritz
Founder & Partner
Company overview
| Headquarters | 9000 Keystone Crossing, Suite 400, Indianapolis, Indiana 46240, US |
| Phone number | +13178465055 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Debt Management, Investment Advice, Risk Management, Insurance Planning, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Investment Services, College Funding, Pension Planning, 401(K) Plans, Tax Reduction Strategies, Business Continuation Planning |
| Founded | 1996 |
| Employees | 11-20 |
| Socials |
The Wellington Group Email Formats
The Wellington Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About The Wellington Group
At The Wellington Group, we believe in putting our clients at the heart of everything we do. Your goals are our top priority, which we approach with meaningful, purpose-driven strategies to achieve a lifetime of financial success. As a client, you’ll have access to an expert team equipped to navigate the industry’s growing complexities and provide unparalleled support for your long-term financial goals. We pride ourselves on our proactive stance and will work closely with you to anticipate your needs while making well-considered decisions to bring your financial dreams to life. We’re not here to just manage numbers. We’re here to build a lasting partnership that aligns with your unique story. It’s our mission to create opportunities – for you and with you. Advisory services are offered through The Wellington Group, a registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wellington Wealth Strategies, LLC are not affiliated companies. NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Wellington Group has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
The Wellington Group has never raised funding before.
The Wellington Group Tech Stack
Discover the technologies and tools that power The Wellington Group's digital infrastructure, from frameworks to analytics platforms.
Analytics
CMS
Security
Miscellaneous
JavaScript libraries
Analytics
Reverse proxies
Security
Miscellaneous
JavaScript frameworks
JavaScript libraries
JavaScript libraries
Australia
United Kingdom
Spain
Saudi Arabia
Frequently asked questions
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