Cause IQ vendor profile

Wells Fargo Bank


Wells Fargo Bank is a firm that provides investment management, administrative support, tax accounting, fiduciary trustee, and insurance agent or broker to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Wells Fargo Bank clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $2.7 million to $188 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; Legacy Wells Fargo; Wells Fargo Business Creditbarnett Mana; and Wells Fargo Business Credit Lockbox 7747.

Primary location:
Charlotte, NC
All locations:
None, MN, WA, TX, OH, MO, NC, WI, NY, PA, IL, CA, NV, CT
Identified clients:
508
Avg client size:
$111 mil revenue
Median client size:
$12 mil revenue

Wells Fargo Bank client list

 NameTypeLocation
1Dignity Health501(c)(3)San Francisco, CA
2United Way of Greater Atlanta501(c)(3)Atlanta, GA
3The Asia Foundation501(c)(3)San Francisco, CA
4Robert W Woodruff Arts Center501(c)(3)Atlanta, GA
5Anti-Defamation League (ADL)501(c)(3)New York, NY
6United Way of New York City501(c)(3)New York, NY
7Rockefeller Brothers Fund (RBF)501(c)(3)New York, NY
8Freedom Forum501(c)(3)Washington, DC
9Oncology Nursing Society501(c)(6)Pittsburgh, PA
10Animal Humane Society501(c)(3)Golden Valley, MN
...and 498 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ

Wells Fargo Bank competitors

Competitors to Wells Fargo Bank in the nonprofit sector include TIAA, The Vanguard Group, Aetna Life Insurance Company, LPL Financial, Mutual Of America Life Insurance Company, Nationwide, Vanguard Energy Services LLC, Cigna, Morgan Stanley, and Merrill Lynch.

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