Wellington Trust Company Na is a firm that provides investment management and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Florida, Georgia, Massachusetts, New Hampshire, and Virginia (although they are present in other states as well).
Most Wellington Trust Company Na clients are hospitals, health and welfare funds, museums, historical sites, and similar institutions, religious organizations, and grantmaking foundations with revenues ranging from $43 million to $1.3 billion.
Previous legal names, trade names, or just variations of their name include: Wellington; Wellington Trust Co Na; and Wellington Small Cap.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Metropolitan Museum of Art | 501(c)(3) | New York, NY |
| 2 | The Jewish Federations of North America (JFNA) | 501(c)(3) | New York, NY |
| 3 | Mary Hitchcock Memorial Hospital | 501(c)(3) | Lebanon, NH |
| 4 | Santafe Healthcare | 501(c)(3) | Gainesville, FL |
| 5 | The Vallee Foundation | 501(c)(3) | Cambridge, MA |
| 6 | Nba Players' Health and Welfare Benefit Plan | 501(c)(9) | North Chesterfield, VA |
| 7 | Emory Healthcare | 501(c)(3) | Atlanta, GA |
Competitors to Wellington Trust Company Na in the nonprofit sector include Voya, Charles Schwab Trust Bank, Capital Group Retirement Plan Services, Alerus Financial, N.a., Matrix Trust Company, John Hancock, Pensionmark Financial Group LLC, Capital Research and Management, Cambridge Associates, and Raymond James and Associates.
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