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 $3.7 million to $197 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 434 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Newport Group, Inc., T. Rowe Price, TIAA, Ascensus, Fidelity Investments, Morgan Stanley Smith Barney LLC, Aetna Life Insurance Company, Global Retirement Partners LLC, and The Vanguard Group.
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