Cause IQ vendor profile

Wells Fargo Bank


Wells Fargo Bank is a firm that provides investment management, administrative support, fiduciary trustee, commercial bank, 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 $2.6 million to $156 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, TX, OH, CA, NC, WV, PA, IL, MO, NV, CT
Identified clients:
520
Avg client size:
$107 mil revenue
Median client size:
$14 mil revenue

Wells Fargo Bank client list

 NameTypeLocation
1Dignity Health501(c)(3)San Francisco, CA
2The College Board501(c)(3)New York, NY
3Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
4United Way of Greater Atlanta501(c)(3)Atlanta, GA
5Three Square501(c)(3)Las Vegas, NV
6The New Teacher Project501(c)(3)New York, NY
7United Way of New York City501(c)(3)New York, NY
8Rockefeller Brothers Fund (RBF)501(c)(3)New York, NY
9American Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
10Freedom Forum501(c)(3)Washington, DC
...and 510 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 Fidelity Investments, Aetna Life Insurance Company, TIAA, The Vanguard Group, Nationwide Life Insurance Company, Nationwide, Mutual Of America Life Insurance Company, Vanguard Energy Services LLC, Morgan Stanley, and Capital Research and Management.

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