Bridging Ambition with Financial Excellence
George Wells · Founder and Executive Chairman · New York, New York, United States
2010
Founded
30+
Team
4
Services
New York City, with a satellite office in Los Angeles; serves clients nationally
Service area
The Wells Group of New York is a business services firm headquartered in New York City, with a satellite office in Los Angeles. The firm operates as a modular finance department for companies ranging from pre-revenue startups, including venture and private equity backed businesses, through enterprises generating up to roughly $1 billion in revenue. It specializes in fractional CFO, COO, CPA, and investor relations support services, delivered on a part-time, fractional, and loan-out basis for high-growth businesses. Core offerings include interim CFO services (financial planning and analysis, cash management, forecasting, audit preparation, and financial reporting), interim controller and accounting services, strategy projects and financial modeling, investor relations support, financial due diligence, fund services, and a Finance in a Box package for SaaS companies under $10M ARR. The team comprises roughly 30 U.S.-based professionals organized into a CFO Practice and a Controller Practice, supported by offshore contractors and chartered accountants, and serves clients across SaaS, media, healthcare, fintech, consumer goods, food and beverage, and finance. Founder George Wells previously held finance leadership roles, including CFO of Zola, full-time CFO at quip, and Interim CFO at Barstool Sports during its sale to Penn Entertainment. The firm states it currently manages accounting and finance operations for more than 60 companies.
George Wells
Founder and Executive Chairman
Ruben Austin
Chief Revenue Officer
Evan Zawatsky
Partner · CPA, MBA
Aaron Jatana
CFO, CFO Practice · CPA
Marshall Monrad
CFO, CFO Practice · CPA
Amie Jatana
CFO, CFO Practice · CPA
Brian DeLay
Senior Manager, CFO Practice · CPA
Sam Allen
Accounting Manager, Controller Practice · CPA
Mathew Margolis
Accounting Manager, Controller Practice · CPA, CA, MPACC
Credentials: CPA, CA
Languages: English
Serves: New York City, with a satellite office in Los Angeles; serves clients nationally
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