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 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 $2.0 million to $99 million.
Previous legal names, trade names, or just variations of their name include: Wells Fargo; Wells Fargo Advisors; Wells Fargo Bank, N.a.; 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 | Fidelity Investments Charitable Gift Fund | 501(c)(3) | Boston, MA | ||
| 2 | Gay and Lesbian Alliance Against Defamation (GLAAD) | 501(c)(3) | New York, NY | ||
| 3 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 4 | Poly Prep Country Day School | 501(c)(3) | Brooklyn, NY | ||
| 5 | Penny Lane Centers | 501(c)(3) | North Hollywood, CA | ||
| 6 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 7 | Leonard and Sophie Davis Fund | 501(c)(3) | San Francisco, CA | ||
| 8 | Rippowam Cisqua School (RCS) | 501(c)(3) | Bedford, NY | ||
| 9 | Clark-Winchcole Foundation | 501(c)(3) | Bethesda, MD | ||
| 10 | The Risk Management Association (RMA) | 501(c)(6) | Philadelphia, PA | ||
| ... | and 340 more Wells Fargo Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wells Fargo Bank in the nonprofit sector include The Segal Company, US Bank, JP Morgan Chase, Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, Adp, Fidelity Investments Institutional, TIAA, Invesco, and Ubs Financial Services Inc.
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