Cause IQ vendor profile

Wellington Trust Company Na


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

Most Wellington Trust Company Na clients are hospitals, health and welfare funds, grantmaking foundations, technical and trade schools, outpatient health care practitioners and facilities, and civic and social organizations with revenues ranging from $16 million to $1.6 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
All locations:
NJ, MA
Identified clients:
10
Avg client size:
$349 mil revenue
Median client size:
$45 mil revenue

Wellington Trust Company Na client list

 NameTypeLocation
1The Scherman Foundation501(c)(3)New York, NY
2Memorial Hermann Health System501(c)(3)Houston, TX
3Dartmouth-Hitchcock (D-H)501(c)(3)Lebanon, NH
4St Luke's Health System (SLHS)501(c)(3)Boise, ID
5Phoebe Putney Health System501(c)(3)Albany, GA
6Montana Healthcare Foundation (MHCF)501(c)(3)Bozeman, MT
7United States Olympic Endowment501(c)(3)Colorado Springs, CO
8Center for Venture Education501(c)(3)Austin, TX
9Nbpa-Nba Supplemental Benefit Plan501(c)(9)Secaucus, NJ
10Middletown Works Hourly and Salaried Union Retirees Health Care Fund501(c)(9)Middletown, OH

Wellington Trust Company Na competitors

Competitors to Wellington Trust Company Na in the nonprofit sector include Towers Watson, LPL Financial, State Street Global Advisors, Morgan Stanley Smith Barney LLC, Manning and Napier, Ubs Financial Services Inc, Cambridge Associates, Raymond James and Associates, Silchester International Investors Ltd, and Metlife.

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