We invest where differentiated access meets institutional insight. By partnering early with underinvested and overlooked founders, we aim to unlock compelling entry points and build meaningful ownership from the start. We bring the full power of Wellington’s platform to source, win, and scale companies, supporting their path from early traction to market leadership.
Capital. Resources. Networks: Supporting the next wave of industry leaders
Our investments
Accrue
Accrue was a developer of a pricing optimization tool intended to help technology companies increase profit through improved monetization by offering monetization experiments, real-time insights, clear impact and return on investment.
Binkey
Founded in 2022 and headquartered in Washington, DC, Binkey is on a mission to empower American families with tools to use and manage their FSA dollars to save money and live healthier lives.
Cactus
Cactus is an AI copilot for small business owners to automate admin work with the intent to empower small business owners and solo entrepreneurs to succeed.
Caraway Health
Founded in 2022 and headquartered in New York, NY, Caraway Health offered personalized, evidence-based care 24/7. Lori Evans Bernstein, co-founder and CEO, was creating a revolutionary platform that provides trusted, holistic and compassionate healthcare so women+ can get the care they need when they need it.
Cayaba Care
A company focused on creating a new standard for healthcare for Black communities offering homecare support through pregnancy, birth, and postpartum.
Clerkie
Founded in 2017 and headquartered in San Francisco, Clerkie is a developer of a debt automation platform partnering with users to help ease their debt burden using conversational AI to build in-depth financial knowledge graphs, combined with expert financial advice to manage loan losses and making it easy for users to take action.
CodeSee
CodeSee was acquired by GitKraken in May 2024. The platform helps developers to visually understand how large scale codebase works, document it, and collaborate continuously.
dSilo
dSilo is an AI-native company delivering an Agentic AI platform that transforms how enterprises unlock intelligence from contracts, invoices, and financial data.
Finvero
Finvero is a credit management platform for the next generation of financial services in Latin America. They provide personalized financing solutions from a single platform to enhance your business, physical or online stores.
Flavrs
Founded in 2020 and is headquartered in San Francisco, CA. Flavrs is a shoppable platform which leverages video content from professional and home chefs/food creatives and allows consumers to seamlessly shop recipes with the ability to add ingredients directly to their Instacart, moving from content to commerce in one click.
Flex
Flex manages every transaction, from business revenue to your personal spend, so you can optimize your whole life in one seamless platform. The first 3-in1 business credit car.
Jelou
Jelou.ai transforms how businesses go digital- replacing costly apps with smart, AI-driven conversational agents. Launch faster, engage smarter, and deliver seamless user experiences through intuitive chat interfaces.
Kinside
Founded in 2018 and is headquartered in Pasadena, CA. They are a developer of dual-sided childcare platform designed to connect working parents with a network of daycares and preschools across the United States.
KYC Hospitality
KYC Hospitality is a global technology ecosystem for hotels and focuses on user-empathetic experience, superior customer service and value.
Lendtable
Founded in 2020 and was headquartered in San Francisco, CA. Lendtable was a financial services company that specialized in providing income-constrained individuals with wealth building cash advances to maximize their employer’s matching contribution to their retirement.
Loula
Loula handles eligibility checks, claim submissions, and payment collections, making the process seamless for doulas.
Meroxa
Meroxa is the industry-leading code-first stream processing application platform built for developers' everyday workflows.
Mindset Care
Mindset Care assists those with a mental illness or physical disability, and their caregivers, in applying for Social Security Disability benefits.
Movn Health
Founded in 2013 and is headquartered in Irvine, California. Moving Analytics is a developer of a virtual care management platform intended to help hospitals implement virtual cardiac rehab and other secondary prevention programs.
PHYND
PHYD is your free Smart TV gaming experience that gives you accessibility on all devices, play and socialize across a wide variety of games.
Swept AI
Swept AI helps organizations verify and supervise AI behavior before and after deployment.
Thoras.AI
Thoras.AI helps companies provide reliable and efficient scale to cloud computing.
Trace Machina
Trace Machina builds simulation infrastructure by introducing NativeLink. NativeLink is an open-source simulation infrastructure platform, tailored to handle large objects and intricate systems across native and interpreted programming languages. The tool levels-up engineering productivity while delivering massive cost savings on compute resources.
As a repeat founder, I’ve learned that choosing the right investors is just as important as building the right product. With WAV, I knew I was partnering with a team that adds value beyond capital. Their deep industry expertise, strategic guidance, and relentless support can help accelerate Phynd’s growth.
The statement and opinion presented above is an endorsement provided by Andrew Swanston, CEO and Founder of Phynd, a portfolio company in which a Wellington-advised client invests. He is not an investor in private funds managed by Wellington Management. Wellington Management has not provided any cash or non-cash compensation for the use of this statement. The ownership structure of portfolio company investments creates a conflict of interest since Senior Executives have an incentive to make positive statements about Wellington and their experiences to maintain goodwill. This statement describes Swanston’s experience with Wellington Management and/or its supervised persons and may not be representative of the experience of others.
Meet the early-stage venture team
Insights
Collaboration in practice: Early-stage venture
Jackson Cummings, head of Wellington Access Ventures, outlines how collaborating with our later-stage private teams, public market industry analysts, and Value Creation Team can benefit his early-stage venture team.
The transformative power of vertical AI agents
Olivia Hurley and Rie Kimoto explore Japan's banking sector, highlighting regional banks' undervaluation and M&A opportunities driven by regulatory changes and demographic shifts.
Building the future: Advances in AI infrastructure for autonomous agents
Van Jones highlights AI infrastructure advancements, emphasizing emerging protocols and data solutions for autonomous agents driving innovation and connectivity.
By
Early-stage venture: Innovation versus hype
Wellington Access Ventures' Jackson Cummings discusses promising innovations in edge AI and embedded fintech. In addition, he highlights the potential hype surrounding consumer AI and quantum computing.
Early-stage venture: Deployment, valuations, exits
Head of Wellington Access Ventures Jackson Cummings discusses his latest views on early-stage venture capital and why he’s “cautiously optimistic” on deployments, valuations, and exits.
Early-stage venture in 2025
Jackson Cummings, head of Wellington Access Ventures, explores the potential impacts of Trump 2.0 on early-stage venture, highlighting deregulation, fintech opportunities, AI-driven manufacturing innovations, and more.
Venture capital outlook for 2025: 5 key trends
Our venture capital experts are encouraged by the healthier environment for venture capital in 2025. In this year's outlook, they explore key themes for the year ahead, including: higher deployment, AI, rebounding IPOs, and impacts of the 2024 election.
URL References
Related Insights
News
Wellington Access Ventures is named on the Diversity, Equity and Inclusive Capitalism Power100 List
Wellington Management did not pay a fee to be considered for this award. Winners were selected by Blueprint Capital Advisor’s. This award was announced on February 25, 2024 . Wellington Management was one of 100 winners in the Asset Manager category, and the selection methodology included a collective consensus based on a broad cross section of industry participants. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.
Forbes | Wellington Access Ventures Raises $150 Million To Back Underrepresented Founders
Our Wellington Access Ventures Team sat down with Forbes to discuss the final close of the private investing platform’s first early-stage venture capital fund and how they look to partner with "the next industry-defining companies."
Source: Forbes.
Wellington Management announces US$150 million final close for Wellington Venture Investments I
More private investing focus areas
Venture capital
We seek out companies at the nexus of scientific breakthroughs and medical needs with innovations that are improving the standard of care of medicine for patients.
To guide late-stage private companies through the finish line and beyond, we leverage our deep industry expertise, resources, and long-term relationships across public and private markets.
Private credit
This reflects substantially all portfolio company investments made by Wellington Management’s dedicated private equity portfolios. Due to confidentiality restrictions, some company names cannot be disclosed. Additional information is available upon request. As of 31 March 2026.
