Cause IQ vendor profile

Wells Fargo Bank

Wells Fargo Bank is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Wells Fargo Bank clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $5.0 million to $170 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:
PA, IL, CT, NC, OH, NV, OR, MO, MN, TX, None, CA
Identified clients:
Avg client size:
$127 mil revenue
Median client size:
$19 mil revenue

Wells Fargo Bank client list

1Vera Institute of Justice501(c)(3)Brooklyn, NY
2United Way of Greater Atlanta501(c)(3)Atlanta, GA
3The New Teacher Project501(c)(3)New York, NY
4Anti-Defamation League (ADL)501(c)(3)New York, NY
5Rainforest Alliance501(c)(3)New York, NY
6United Way of New York City501(c)(3)New York, NY
7American Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
8Pennsylvania Horticultural Society (PHS)501(c)(3)Philadelphia, PA
9Freedom Forum501(c)(3)Washington, DC
10Nyu Langone Hospitals501(c)(3)New York, NY
...and 474 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 Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, The Segal Company, JP Morgan Chase, US Bank, Capfinancial Partners, LLC, Global Retirement Partners LLC, The Vanguard Group, Merrill Lynch, and T. Rowe Price.

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