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 primarily provide their services regionally, with most clients in California and North Carolina (although they are present in other states as well).
Most Wells Fargo Bank clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $6.2 million to $187 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 | Dignity Health | 501(c)(3) | San Francisco, CA | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | College Board | 501(c)(3) | New York, NY | ||
| 4 | Association of American Medical Colleges | 501(c)(3) | Washington, DC | ||
| 5 | Vera Institute of Justice | 501(c)(3) | Brooklyn, NY | ||
| 6 | Church Avenue Merchants Block Association (CAMBA) | 501(c)(3) | Brooklyn, NY | ||
| 7 | Sierra Club | 501(c)(4) | Oakland, CA | ||
| 8 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 9 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 10 | Three Square | 501(c)(3) | Las Vegas, NV | ||
| ... | and 584 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include Fidelity Investments Institutional, TIAA, Fidelity Investments, Aetna Life Insurance Company, The Vanguard Group, Merrill Lynch, Nationwide, Mutual Of America Life Insurance Company, Vanguard Energy Services LLC, and Morgan Stanley.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.