Wells Fargo Prime Services Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 100

Employees

  • Latest Deal Type
  • M&A

Wells Fargo Prime Services General Information

Description

Provider of trading account management and operational services intended to operate single and multi-primed hedge funds. The company provides agency trading, direct market access, commission rebate program, commission sharing arrangement, portfolio management reports, transition management and trade reporting along with settlement services, enabling clients with a complete suite of managed services in one place.

Contact Information

Formerly Known As
Merlin Securities
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 604 Fifth Avenue
  • Seventh Floor
  • New York, NY 10019
  • United States
Primary Industry
Brokerage
Other Industries
Financial Software
Other Financial Services
Acquirer
Vertical(s)
TMT
Corporate Office
  • 604 Fifth Avenue
  • Seventh Floor
  • New York, NY 10019
  • United States

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Wells Fargo Prime Services Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Merger/Acquisition 01-Jul-2012 Completed Generating Revenue
3. Early Stage VC 30-Sep-2008 Completed Generating Revenue
2. Early Stage VC 03-Jan-2008 $20M $21.1M Completed Generating Revenue
1. Early Stage VC 01-Jun-2005 $1.1M $1.1M Completed Startup
To view Wells Fargo Prime Services’s complete valuation and funding history, request access »

Wells Fargo Prime Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Wells Fargo Prime Services Former Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds
Grail Partners Merchant Banking Firm Minority
Sequoia Capital Venture Capital Minority
To view Wells Fargo Prime Services’s complete investors history, request access »

Wells Fargo Prime Services FAQs

  • When was Wells Fargo Prime Services founded?

    Wells Fargo Prime Services was founded in 2004.

  • Where is Wells Fargo Prime Services headquartered?

    Wells Fargo Prime Services is headquartered in New York, NY.

  • What is the size of Wells Fargo Prime Services?

    Wells Fargo Prime Services has 100 total employees.

  • What industry is Wells Fargo Prime Services in?

    Wells Fargo Prime Services’s primary industry is Brokerage.

  • Is Wells Fargo Prime Services a private or public company?

    Wells Fargo Prime Services is a Private company.

  • What is Wells Fargo Prime Services’s current revenue?

    The current revenue for Wells Fargo Prime Services is .

  • How much funding has Wells Fargo Prime Services raised over time?

    Wells Fargo Prime Services has raised $22.1M.

  • Who are Wells Fargo Prime Services’s investors?

    Grail Partners and Sequoia Capital have invested in Wells Fargo Prime Services.

  • When was Wells Fargo Prime Services acquired?

    Wells Fargo Prime Services was acquired on 01-Jul-2012.

  • Who acquired Wells Fargo Prime Services?

    Wells Fargo Prime Services was acquired by Wells Fargo.

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