Waddell and Reed is a firm that provides investment management, financial advisor, professional and technical services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, Illinois, Massachusetts, Michigan, New Hampshire, New York, and South Dakota (although they are present in other states as well).
Most Waddell and Reed clients are assisted living and continuing care retirement communities, colleges, universities, and professional schools, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, and community housing services with revenues ranging from $36 million to $108 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | Wayne Memorial Hospital (WMH) | 501(c)(3) | Honesdale, PA |
| 2 | Northern Human Services | 501(c)(3) | Conway, NH |
| 3 | United Methodist Retirement Communities (UMRC) | 501(c)(3) | Chelsea, MI |
| 4 | Homeland Center | 501(c)(3) | Harrisburg, PA |
| 5 | ServiceNet | 501(c)(3) | Northampton, MA |
| 6 | Fieldhome | 501(c)(3) | Cortlandt Manor, NY |
| 7 | Legacy Law School Corporation (JMLS) | 501(c)(3) | Chicago, IL |
| 8 | Bakers Local 433 Pension Fund | 501(c)(91) | N Sioux City, SD |
Competitors to Waddell and Reed in the nonprofit sector include Voya Retirement Ins and Annuity Company, MML Insurance Agency LLC, M&T Bank, Principal Securities Inc, Axa Equitable Life Insurance, Metlife Securities Inc, Aon Hewitt, RBC Wealth Management, Colonial Consulting, and Lincoln National Life Insurance.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.