Wellington Management is one of the world’s leading independent asset managers, offering investment solutions across all major asset classes. With a history dating back to 1928, the company has a research-driven approach and a long-term perspective, aiming to provide unique perspectives and better investment decisions for its clients.

Van Jones

Jackson Cummings

Walter L. Morgan

Wellington Management

Battery Global Advisors provides customized wealth management within an institutional family office framework, offering investment management, tax and estate planning, and accounting services. BGA manages over $4B of assets for sophisticated investors around the world.

Battery Global Advisors

Simple Wealth Planning offers investment management and financial planning services for individuals and families, focusing on long-term financial security. The company self-describes as serving Kansas City and nationwide since 2018.

Simple Wealth Planning

State Street is an asset manager that provides financial services including custodial and administration services, liquidity and financing solutions, and data solutions.

State Street

Wellington Management Private Investing

Sustainable Investing | Wellington Management

For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. As a private partnership whose only business is investment management, we are able to align our long-term views and interests with those of our clients.We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure  

Metric
Company Name	Wellington Management	Battery Global Advisors	Simple Wealth Planning	State Street
Symbol
MSH ID	COM:WELLINGTON	COM:BGA	COM:SIMPLEWEALTHKC	COM:STATESTREET
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services & Finance	Investment Management	Financial Planning	Asset Management
Country	US	US	US	US
Stage				Post-IPO Debt
Employee Count	3.60K
Website	wellington.com	bga.com	simplewealthkc.com	statestreet.com
LinkedIn	wellington-management	battery-global-advisors
Founders

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Market Cap
Enterprise Value
Monthly Web Traffic	185.20K	531.08K
Web Traffic Growth	1.66	-0.06
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Raised Capital		2.30B

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COM:WELLINGTON

Wellington Management

Company Overview

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