Wells Fargo Bank is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina and California (although they are present in other states as well).
Most Wells Fargo Bank clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $2.0 million to $92 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo; Wells Fargo Bank, N.a.; Wells Fargo Advisors; Wells Fargo Insurance Services; Wells Fargo Advisors LLC; Wells Fargo Business Credit; Legacy Wells Fargo; and Wells Fargo Business Creditbarnett Mana.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | Council of Chief State School Officers | 501(c)(3) | Washington, DC | ||
| 3 | Gay and Lesbian Alliance Against Defamation (GLAAD) | 501(c)(3) | New York, NY | ||
| 4 | Center for Family Services | 501(c)(3) | Camden, NJ | ||
| 5 | Poly Prep Country Day School | 501(c)(3) | Brooklyn, NY | ||
| 6 | Penny Lane Centers | 501(c)(3) | North Hollywood, CA | ||
| 7 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 8 | Rippowam Cisqua School (RCS) | 501(c)(3) | Bedford, NY | ||
| 9 | Leonard and Sophie Davis Fund | 501(c)(3) | San Francisco, CA | ||
| 10 | A. James & Alice B. Clark Foundation | 501(c)(3) | Bethesda, MD | ||
| ... | and 347 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include Milliman, PNC Bank, Charles Schwab and Co., Inc., American Funds, Vanguard Energy Services LLC, Morgan Stanley, Voya Retirement Insurance and Annui, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., and Nationwide Life Insurance Company.
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