Wellington Trust Company, Na is a firm that provides investment management, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most Wellington Trust Company, Na clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $68 million to $1.6 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Financial Industry Regulatory Authority (FINRA) | 501(c)(6) | Rockville, MD | ||
| 2 | New York City Ballet | 501(c)(3) | New York, NY | ||
| 3 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 4 | Circle of Service Foundation | 501(c)(3) | Chicago, IL | ||
| 5 | Robert W. Wilson Charitable Trust | 501(c)(3) | New York, NY | ||
| 6 | HMH Hospitals Corporation | 501(c)(3) | Neptune, NJ | ||
| 7 | Highland Hospital | 501(c)(3) | Rochester, NY | ||
| 8 | Promedica Health System | 501(c)(3) | Toledo, OH | ||
| 9 | Lifespan Corporation | 501(c)(3) | Providence, RI | ||
| 10 | The Frederick Ferris Thompson Hospital | 501(c)(3) | Canandaigua, NY | ||
| ... | and 10 more Wellington Trust Company, Na not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wellington Trust Company, Na in the nonprofit sector include Fiduciary Investment Advisors, Sei, Cammack Larhette Advisors, Fiduciary Investment Advisors, LLC, Metlife, State Street Bank and Trust, State Street Bank and Trust Company, TD Ameritrade, Valic Retirement Services Company, and Wellington Trust Company.
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