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 $52 million to $135 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, Axa Equitable Life Insurance, Metlife Securities Inc, Aon Hewitt, Brighthouse Life Insurance Company, RBC Wealth Management, Raymond James and Associates, Inc., Voya Retirement Ins and Annuity Company, MML Insurance Agency LLC, and Regions Bank.
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