66
Growth Score
pts
Heat Score
-10 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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669191
The Wellesley Group offers financial services, specializing in wealth management and alternative property investment.
- Jim Wallace Indiana: President
- Jim Wallace Indiana: Founder
About the Company
The Wellesley Group provides financial services with a focus on wealth management. Through a relationship with Raymond James Financial, The Wellesley Group is able to utilize boutique investment managers that cater to unique client needs. Additionally, The Wellesley Group is an established alternative property investment platform, issuing Bond
investments to the UK retail market.
