Cause IQ vendor profile

Wellington Trust Company Na


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 Colorado, Florida, Georgia, Massachusetts, Minnesota, New Hampshire, and Virginia (although they are present in other states as well).

Most Wellington Trust Company Na clients are hospitals, grantmaking foundations, direct life, health, and medical insurance carriers, and health and welfare funds with revenues ranging from $47 million to $1.0 billion.

Previous legal names, trade names, or just variations of their name include: Wellington; Wellington Trust Co Na; and Wellington Small Cap.

Primary location:
Boston, MA
Clients in:
NJ, MA
Identified clients:
7
Avg client size:
$384 mil revenue
Median client size:
$51 mil revenue

Wellington Trust Company Na client list

  Name Type Location
1 Mary Hitchcock Memorial Hospital 501(c)(3) Lebanon, NH
2 SantaFe Healthcare 501(c)(3) Gainesville, FL
3 The Myron Stratton Home 501(c)(3) Colorado Springs, CO
4 Catholic United Financial 501(c)(8) Arden Hills, MN
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

Wellington Trust Company Na competitors

Competitors to Wellington Trust Company Na in the nonprofit sector include Fiduciary Investment Advisors, Prime Buchholz and Associates, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Ameriprise Financial Services, Mma Securities LLC, Transamerica, Oneamerica Retirement Services LLC, Paychex, Inc., and Cambridge Investment Research.

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