Cause IQ vendor profile

Wellington Trust Company


Wellington Trust Company is a firm that provides investment management, financial advisor, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Ohio, and California (although they are present in other states as well).

Most Wellington Trust Company clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $18 million to $4.0 billion.

Primary location:
Boston, MA
Clients in:
MA, NJ
Identified clients:
28
Avg client size:
$1.1 bil revenue
Median client size:
$175 mil revenue

Wellington Trust Company client list

  Name Type Location
1 Battelle Memorial Institute 501(c)(3) Columbus, OH
2 Cottage Health (CH) 501(c)(3) Santa Barbara, CA
3 Zellerbach Family Foundation 501(c)(3) San Francisco, CA
4 Banner Health 501(c)(3) Phoenix, AZ
5 Henry Ford Health (HFHS) 501(c)(3) Detroit, MI
6 North Shore University Hospital (NSUH) 501(c)(3) Westbury, NY
7 Gordon E and Betty I Moore Foundation 501(c)(3) Palo Alto, CA
8 MedStar Health 501(c)(3) Columbia, MD
9 Margulf Foundation 501(c)(3) Glendale, CO
10 Concord Hospital 501(c)(3) Concord, NH
... and 18 more Wellington Trust Company not-for-profit tax-exempt clients identified by Cause IQ

Wellington Trust Company competitors

Competitors to Wellington Trust Company in the nonprofit sector include Income Research and Management, Bank Of New York Mellon, Newport Trust Company, Charles Schwab Bank, Brighthouse Life Insurance Company, T Rowe Price RPS Inc, M&T Bank, Planpilot, LLC, Fiduciary Investment Advisors, and Healthcare Community Securities Cor.

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