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 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 $2.8 million to $158 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 Credit; 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 | The College Board | 501(c)(3) | New York, NY | ||
| 4 | Church Avenue Merchants Block Association (CAMBA) | 501(c)(3) | Brooklyn, NY | ||
| 5 | Robin Hood Foundation / Tudor Charitable TR | 501(c)(3) | New York, NY | ||
| 6 | United Way of Greater Atlanta | 501(c)(3) | Atlanta, GA | ||
| 7 | Three Square | 501(c)(3) | Las Vegas, NV | ||
| 8 | The New Teacher Project | 501(c)(3) | New York, NY | ||
| 9 | United Way of New York City | 501(c)(3) | New York, NY | ||
| 10 | Rockefeller Brothers Fund (RBF) | 501(c)(3) | New York, NY | ||
| ... | and 532 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, Aetna Life Insurance Company, TIAA, The Vanguard Group, Nationwide Life Insurance Company, Nationwide, Mutual Of America Life Insurance Company, Vanguard Energy Services LLC, Morgan Stanley, and JP Morgan Chase.
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