Wells Capital Management is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Missouri, Ohio, South Dakota, and Texas (although they are present in other states as well).
Most Wells Capital Management clients are hospitals and grantmaking foundations with revenues ranging from $22 million to $676 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | University Hospitals Health System | 501(c)(3) | Shaker Heights, OH |
| 2 | Albert and Margaret Alkek Foundation | 501(c)(3) | Houston, TX |
| 3 | Muriel Mcbrien Kauffman Family Foundation | 501(c)(3) | Kansas City, MO |
| 4 | Philip Health Services | 501(c)(3) | Philip, SD |
Competitors to Wells Capital Management in the nonprofit sector include Wilmington Trust, Fidelity, JP Morgan Chase Bank N.a., U.s. Bank National Association, Commonwealth Financial Network, Capital Group Retirement Plan Services, Alerus Financial, N.a., Principal, Lincoln National Life Insurance, and Wells Fargo Clearing Services LLC.
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