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 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.

Primary location:
Charlotte, NC
All locations:
NV, NC, None, MO, PA, OH, TX, CT, MN, IL, CA
Identified clients:
594
Avg client size:
$109 mil revenue
Median client size:
$17 mil revenue

Wells Fargo Bank client list

 NameTypeLocation
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
5Vera Institute of Justice501(c)(3)Brooklyn, NY
6Church Avenue Merchants Block Association (CAMBA)501(c)(3)Brooklyn, NY
7Sierra Club501(c)(4)Oakland, CA
8Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
9United Way of Greater Atlanta501(c)(3)Atlanta, GA
10Three Square501(c)(3)Las Vegas, NV
...and 584 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 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.

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