Well and Good LLC is a firm that provides financial advisor, consulting services, investment management, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Massachusetts (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools with revenues ranging from $34 million to $85 million.
Previous legal names, trade names, or just variations of their name include: Well and Good.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trinity Episcopal School | 501(c)(3) | New York, NY | ||
| 2 | Nightingale Bamford School | 501(c)(3) | New York, NY | ||
| 3 | The Browning School | 501(c)(3) | New York, NY | ||
| 4 | Drake University | 501(c)(3) | Des Moines, IA | ||
| 5 | Newark Academy | 501(c)(3) | Livingston, NJ | ||
| 6 | Phillips Academy | 501(c)(3) | Andover, MA | ||
| 7 | The Dalton School | 501(c)(3) | New York, NY | ||
| 8 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 9 | Packer Collegiate Institute | 501(c)(3) | Brooklyn, NY | ||
| 10 | Buckingham Browne and Nichols School (BB&N) | 501(c)(3) | Cambridge, MA | ||
| ... | and 37 more Well and Good LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Well and Good LLC in the nonprofit sector include Benefit Plans Admin Services, Inc., Ameriprise Financial Services, Towers Watson, Raymond James Financial Services, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Matrix Trust Company, Fidelity, and Kestra Advisory Services LLC.
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