Andrew Perry

Active Investor

Managing Director - Investments Private Wealth Financial Advisor at Wells Fargo Advisors

New Jersey

Andrew Perry, Managing Director - Investments Private Wealth Financial Advisor at Wells Fargo Advisors is an active investor based in New Jersey. This profile covers what Andrew Perry backs, at which stage, and how founders can reach out in 2026.

Mr. Andrew Perry is an Angel Investor. Mr. Perry serves as Managing Director at Wells Fargo Advisors. He served as Advisor at YieldStreet. A 25-year veteran of the financial services industry, Andrew joined UBS in 2008. Throughout his career, Andrew has been passionate about bringing investment opportunities and a superior level of service to a sophisticated clientele. Appreciated for his honest and client-centric approach, Andrew's excitement about the markets has driven him to provide his clients with global access to the best products and solutions available. Andrew uses his significant institutional expertise to design customized strategies tailored to his client's specific situation. Andrew started his career at Salomon Brothers before founding the Perry Group at Merrill Lynch in 1998. Prior to joining UBS, Andrew was a Managing Director at Deutsche Bank. He has focused on developing and executing financial plans utilizing a variety of products including equities, equity derivatives, fixed income, structured products and exchange-traded funds. Andrew has been recognized by several publications, including Barrons, Registered Rep and Research Magazine, as one of the top Private Wealth Advisors in the country. He received his undergraduate degree from Rutgers University and remains active with the Alumni Association. He resides with his wife and three children in Short Hills, NJ where he coaches his children's soccer and baseball teams.

Investor type: Angel
Stages: Early Stage Venture
Invests in: FintechLending & CreditWealthTechSaaS & EnterpriseConsumer & RetailDeveloper Tools & DataTravel & HospitalityLegalTech
Location: New Jersey
Typical check: $500K
Past investments: 2

Notable investments

Willow WealthUBS

How to reach Andrew Perry

Angels and operators like Andrew Perry reply to specific, personalized notes that show real traction, not mass blasts. Build a verified list, write a note that fits their thesis, and track replies, all on Round Funded.

Frequently Asked Questions

What does Andrew Perry invest in?

Andrew Perry invests in Fintech, Lending & Credit, WealthTech and SaaS & Enterprise, typically at Early Stage Venture. Match your sector and stage, then reach out with a personalized pitch.