Wells Fargo Bank is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and North Carolina (although they are present in other states as well).
Most Wells Fargo Bank clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $4.0 million to $195 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo; Wells Fargo Bank, N.a.; Wells Fargo Advisors; Wells Fargo Insurance Services; Wells Fargo Advisors LLC; Wells Fargo Business Credit; Legacy Wells Fargo; and Wells Fargo Business Creditbarnett Mana.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Anti-Defamation League (ADL) | 501(c)(3) | New York, NY | ||
| 3 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| 4 | United Way of New York City | 501(c)(3) | New York, NY | ||
| 5 | American Academy of Orthopedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 6 | Pennsylvania Horticultural Society (PHS) | 501(c)(3) | Philadelphia, PA | ||
| 7 | Freedom Forum | 501(c)(3) | Washington, DC | ||
| 8 | Nyu Langone Hospitals | 501(c)(3) | New York, NY | ||
| 9 | A New Leaf | 501(c)(3) | Mesa, AZ | ||
| 10 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| ... | and 436 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, US Bank, The Segal Company, JP Morgan Chase, Capfinancial Partners, LLC, Global Retirement Partners LLC, The Vanguard Group, Merrill Lynch, and Massachusetts Mutual Life Insurance Co..
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