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 Illinois and Massachusetts (although they are present in other states as well).
Most Waddell and Reed clients are colleges, universities, and professional schools and community housing services with revenues ranging from $36 million to $95 million.
Previous legal names, trade names, or just variations of their name include: Waddell && Reed, Inc..
| Name | Type | Location | |
|---|---|---|---|
| 1 | ServiceNet | 501(c)(3) | Northampton, MA |
| 2 | Legacy Law School Corporation | 501(c)(3) | Chicago, IL |
Competitors to Waddell and Reed in the nonprofit sector include Colonial Consulting, United Of Omaha, Mma Securities LLC, Merrill Lynch Life Agency, Morningstar, Cambridge Investment Research Inc, Towers Watson, Cambridge Investment Research, Wells Fargo Clearing Services LLC, and Minnesota Life Insurance Company.
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