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 and Massachusetts (although they are present in other states as well).
Most Well and Good LLC clients are elementary and secondary schools and colleges, universities, and professional schools with revenues ranging from $33 million to $114 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 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 8 | The Dalton School | 501(c)(3) | New York, NY | ||
| 9 | Packer Collegiate Institute | 501(c)(3) | Brooklyn, NY | ||
| 10 | Noble and Greenough School | 501(c)(3) | Dedham, MA | ||
| ... | and 28 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 Minnesota Life Insurance Company, Towers Watson, Cambridge Investment Research Inc, Benefit Plans Admin Services, Inc., Ameriprise Financial Services, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Raymond James Financial Services, Trowe Price, and Fiduciary Investment Advisors, LLC.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.