Cause IQ vendor profile

Wellington Trust Company

Wellington Trust Company is a firm that provides investment management, financial advisor, fiduciary trustee, professional and technical services, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Wellington Trust Company clients are hospitals, health and welfare funds, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $38 million to $2.8 billion.

Primary location:
Boston, MA
All locations:
Identified clients:
Avg client size:
$967 mil revenue
Median client size:
$150 mil revenue

Wellington Trust Company client list

1The Cleveland Clinic Foundation501(c)(3)Independence, OH
2American Hospital Association501(c)(6)Chicago, IL
3Santa Barbara Cottage Hospital (CH)501(c)(3)Santa Barbara, CA
4Loyola University Chicago (LUC)501(c)(3)Chicago, IL
5Gordon College501(c)(3)Wenham, MA
6Banner Health501(c)(3)Phoenix, AZ
7Kaiser Foundation Health Plan of Washington501(c)(3)Oakland, CA
8Henry Ford Health System (HFHS)501(c)(3)Detroit, MI
9North Shore University Hospital (NSUH)501(c)(3)Westbury, NY
10Children's Hospital of Philadelphia (CHOP)501(c)(3)Philadelphia, PA
...and 29 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 Towers Watson, Silchester International Investors Ltd, Eagle Capital Management LLC, State Street Global Advisors, LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Fidelity Investments, Ubs Financial Services Inc, and Manning and Napier.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

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.

Request a demo and see Cause IQ in action!

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Get a demo