Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, tax accounting, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, grantmaking foundations, and hospitals with revenues ranging from $23 million to $688 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 3 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 4 | Georgetown University | 501(c)(3) | Washington, DC | ||
| 5 | Brown University | 501(c)(3) | Providence, RI | ||
| 6 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 7 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 8 | Catholic University of America (CUA) | 501(c)(3) | Washington, DC | ||
| 9 | Act | 501(c)(3) | Iowa City, IA | ||
| 10 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| ... | and 204 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Wells Fargo Bank, Merrill Lynch Pierce Fenner and Smith, Edward Jones, Mercer, Conduent HR Consulting, LLC, Towers Watson, Metlife Securities Inc, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., and Ascensus.
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