Our Customers

Data tools for nonprofit financial advisory firms

Focus on the right institutions and foundations, and find more prospects like them

Your business development team wants to better identify ideal institutional and foundation clients, not fight with messy and disparate data, bounced email addresses, or clunky legacy tools.

You want to easily find everything you need to know about a prospective client, not spend hours wading through multiple websites, PDFs, and internet searches.

Cause IQ provides the institution and foundation information you need all in one easy-to-use website, including investable asset characteristics, program areas, and current service providers.

Plus, our powerful tools help you generate bulk reports, benchmark clients, and enrich your existing lists and CRM data.

Financial services customers include
UBS logo
RSM logo
Glenmede logo
BDO logo
CliftonLarsonAllen logo
Raffa Wealth Management logo
Find organizations

Use Cause IQ's search filter sidebar to find new organizations in your specific target market. Learn more

Determine budgets

View expenditure areas and vendor contract amounts. Learn more

Enhance attendee lists

Automatically match attendee list records to narrow down on relevant organizations. Learn more

Answer client questions

Gain quick insights into compensation and organizations across time and peer group. Learn more

Pull client lists

Find out which organizations vendors work with. Learn more

See vendor interactions

View accounting firms, software firms, and others that an organization is using. Learn more

Export bulk reports

Generate reports of organization details and personnel records. Learn more

Qualify organizations

View key financial and descriptive information on an organization. Learn more

Analyze vendor pricing

Compare service fees across peer organizations, including changes over time. Learn more

Tools and integrations for financial services firms

Find specific market segments, including clients of other firms, in the Search Interface for marketing campaigns or strategic analysis
Create Leads, Contacts, and Accounts in Salesforce with the Salesforce Integration Tool, and even enrich existing objects
Make quick work of webinar or tradeshow lists with the CSV Upload Tool to narrow down attendees to just the target market
Generate reports of key personnel and their organizations with the Export Tool, and even include contact information in the reports
Easily identify trends in the Analyze Tool, which can summarize information on thousands of nonprofits at once
Compare clients to their peers with the Benchmark Tool to provide insights to clients and prepare proposal responses

Data for nonprofit financial advisory firms

Cause IQ has already collected the nonprofit information you need, cleaned it up, and put it all into one unified database from which you can identify qualified institutions and foundations, pull client lists, generate bulk reports, and find key personnel.

Researchers Organization and personnel profiles with a human touch, including manually-researched descriptions and categories

Form 990 Detailed organization financials, including investable asset characteristics and investment management expenditures

Secret sauce Classification of mission, vision, structure, activities, NAICS codes, and NTEE codes

Form 5500 Audit firms, insurance brokers, and financial advisors, in addition to general information on the employee benefit plans

Data Partners Other companies that provide additional details on organizations and their key personnel

Personnel Watcher Notifications on when personnel get hired or leave an organization, individually or across market segments

“Cause IQ has been a great tool for business development research. The breadth of data captured in each organization's profile makes it simple to create targeted searches, ensuring that we are focusing on the right prospects and the Salesforce integration allows us to map over all of the great data Cause IQ collects seamlessly into our CRM. Additionally, the team at Cause IQ couldn't be more helpful and responsive!”

Kate DeLacy, Director Of Communications, Raffa Wealth Management

Better know your prospects and find more like your best clients

Access all the information your nonprofit financial advisory firm needs in one place, already collected, with tools to find prospects similar to your existing clients, see organizations' budget, investable asset, and service providers, and gain insights for proposals.
Get a demo
Over 200 customers use Cause IQ to grow, maintain, and serve their nonprofit clients.