Cause IQ vendor profile

Wells Fargo Insurance


Wells Fargo Insurance is a firm that provides insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in California, Georgia, and New York (although they are present in other states as well).

Most Wells Fargo Insurance clients are colleges, universities, and professional schools, social advocacy organizations, elementary and secondary schools, assisted living and continuing care retirement communities, individual and family services, environment, conservation, and wildlife organizations, and professional associations with revenues ranging from $39 million to $318 million.

Primary location:
King Of Prussia, PA
All locations:
NC, VA, MI, CA, TX, PA, FL, MN, NJ
Identified clients:
26
Avg client size:
$120 mil revenue
Median client size:
$46 mil revenue

Wells Fargo Insurance client list

 NameTypeLocation
1College Board501(c)(3)New York, NY
2Association of American Medical Colleges501(c)(3)Washington, DC
3The Trust for Public Land501(c)(3)San Francisco, CA
4The Asia Foundation501(c)(3)San Francisco, CA
5American Jewish Committee (AJC)501(c)(3)New York, NY
6Western University of Health Sciences501(c)(3)Pomona, CA
7The Bush School501(c)(3)Seattle, WA
8The Redwoods501(c)(3)Mill Valley, CA
9National University (NU)501(c)(3)San Diego, CA
10Gladstone Institutes501(c)(3)San Francisco, CA
...and 16 more Wells Fargo Insurance not-for-profit tax-exempt clients identified by Cause IQ

Wells Fargo Insurance competitors

Competitors to Wells Fargo Insurance in the nonprofit sector include Ameriprise Financial Services, Towers Watson, Buck Global LLC, Capfinancial Partners, LLC, Ubs Financial Services, Segal Consulting, The Segal Company, Segal Company, Express Scripts, and United Health Care.

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