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