Wells Fargo

Wells Fargo is an American multinational banking and financial services holding company that offers a wide range of financial products and services globally. The company provides traditional banking services, including deposits, home mortgage servicing, and debit card services. In addition, Wells Fargo encompasses a corporate and investment banking division that delivers capital markets and investment banking services. Its subsidiary, Wells Fargo Global Fund Services, specializes in fund administration and middle-office operations for hedge funds and private equity funds, offering services such as trading support, cash management, and regulatory reporting. The company also features a startup accelerator program aimed at fostering innovations that benefit financial institutions and enterprise customers. Through its strategic capital division, Wells Fargo provides structured financing to small and mid-cap companies in North America. Overall, Wells Fargo operates worldwide, serving a diverse clientele across various sectors.

Manpreet Bagga

Vice President, Strategic Capital

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Darwish, Basil

Managing Director, Fintech and Enterprise IT lead

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Past deals in Non-Profit

Soil Health Institute

Grant in 2023
Soil Health Institute is a global non-profit organization to preserve and improves soil vitality and productivity through scientific research and advancement. It equips farmers and other landowners with the knowledge they need to successfully implement regenerative soil health systems that benefit agriculture and society economically and environmentally.

How Women Lead

Grant in 2022
How Women Lead is a champion for promoting the voices of all women and propelling their leadership forward.

Miami Foundation

Grant in 2022
The Miami Foundation is initiating the Miami Open for Business project to assist small, historically disadvantaged, minority business owners in acquiring more assets for their companies, such as property, equipment, and technology. Wells Fargo funding will help small, minority-led NGOs and companies in Miami-Dade County develop generational wealth and resilience.

Amicus.io

Series B in 2020
Amicus.io is a fintech company that offers a philanthropic platform designed to simplify charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus specializes in community foundations and donor-advised funds. Its digital platform integrates seamlessly with existing banking systems, allowing for features such as online banking, roundups, and peer-to-peer payment systems. By providing an enterprise-ready giving platform, Amicus enables financial institutions, community foundations, and charities to offer an accessible and immersive donation experience to their clients, promoting charitable donations with ease and efficiency.
National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.

Samaritan House

Grant in 2019
Samaritan House is sensitive to the fact that oppressed groups often encounter marginalization and face barriers to receiving support services. They seek to increase access and inclusivity, especially for those who are marginalized, disadvantaged or oppressed. Samaritan House strives to promote equal access to all individuals in need of support services. Samaritan House offers housing, case management, counseling, victim advocacy, transportation, medical assistance, food assistance, group therapy, job training and more to individuals and families experiencing domestic violence, sexual assault.
Accion Serving San Diego is a nonprofit microlender that is part of a nationwide network focused on supporting entrepreneurs in Southern California. The organization specializes in providing fair and flexible loans to small business owners, along with access to valuable resources and connections to business experts. By offering tailored financial solutions and guidance, Accion Serving San Diego aims to empower entrepreneurs to establish and expand their businesses, fostering economic growth and stability within the community.
Statewide Hispanic Chamber of Commerce of New Jersey is to promote the continued growth and development of New Jersey businesses.The SHCCNJ is the voice of the more than 120,000 Latino businesses that contribute more than $20 billion to the New Jersey economy.
United Way invests in a stronger, healthier Lehigh Valley. We are advancing education, food access & healthy seniors in your neighborhood.United Way of the Greater Lehigh Valley (UWGLV) is to provide the leadership, convene the partnerships and develop the resources and solutions that improve our community.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.

CommunityWorks

Grant in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

CommunityWorks

Debt Financing in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
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