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 $3.6 million to $161 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.

Primary location:
Charlotte, NC
All locations:
None, MN, TX, OH, CA, NC, WV, PA, IL, MO, NV, CT
Identified clients:
Avg client size:
$113 mil revenue
Median client size:
$17 mil revenue

Wells Fargo Bank client list

1Dignity Health501(c)(3)San Francisco, CA
2Duke University501(c)(3)Durham, NC
3College Board501(c)(3)New York, NY
4Association of American Medical Colleges501(c)(3)Washington, DC
5Church Avenue Merchants Block Association (CAMBA)501(c)(3)Brooklyn, NY
6Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
7Vera Institute of Justice501(c)(3)Brooklyn, NY
8United Way of Greater Atlanta501(c)(3)Atlanta, GA
9Three Square501(c)(3)Las Vegas, NV
10National Retail Federation (NRF)501(c)(6)Washington, DC
...and 562 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 Nationwide Life Insurance Company, Nationwide, Mutual Of America Life Insurance Company, The Vanguard Group, Vanguard Energy Services LLC, Morgan Stanley, Fidelity Investments, TIAA, Aetna Life Insurance Company, and JP Morgan Chase.

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