Cause IQ vendor profile

American Funds


American Funds is a firm that provides investment management, administrative support, audit accounting, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (although they are present in other states as well).

Most American Funds clients are outpatient health care practitioners and facilities, individual and family services, and residential intellectual and developmental disability facilities with revenues ranging from $14 million to $71 million.

Primary location:
Los Angeles, CA
Clients in:
CA, TX, VA, IN, PA
Identified clients:
1,245
Avg client size:
$72 mil revenue
Median client size:
$23 mil revenue

American Funds client list

  Name Type Location
1 The Chicago Community Trust 501(c)(3) Chicago, IL
2 Institute of Electrical and Electronics Engineers (IEEE) 501(c)(3) Piscataway, NJ
3 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
4 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
5 The Trust for Public Land 501(c)(3) San Francisco, CA
6 Kipp DC Public Charter Schools 501(c)(3) Washington, DC
7 Adapt Community Network 501(c)(3) New York, NY
8 BronxWorks 501(c)(3) Bronx, NY
9 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
10 New York Road Runners 501(c)(3) New York, NY
... and 1,235 more American Funds not-for-profit tax-exempt clients identified by Cause IQ

American Funds competitors

Competitors to American Funds in the nonprofit sector include Global Retirement Partners LLC, Gallagher Benefit Services Inc, Wells Fargo Bank, JP Morgan Chase, Transamerica Retirement Solutions, Fidelity Investments Institutional, LPL Financial, Adp, Morgan Stanley, and Vanguard Energy Services LLC.

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