Cause IQ vendor profile

American Funds

American Funds is a firm that provides investment management, administrative support, fiduciary trustee, commercial bank, and audit accounting to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most American Funds clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $17 million to $223 million.

Primary location:
San Antonio, TX
All locations:
Identified clients:
Avg client size:
$132 mil revenue
Median client size:
$24 mil revenue

American Funds client list

1The Trust for Public Land501(c)(3)San Francisco, CA
2Rotary International - Doris Yuxue Xie Dir Fin501(c)(4)Evanston, IL
3Healthcare Information and Management Systems Society (HIMSS)501(c)(6)Chicago, IL
4Securities Industry and Financial Markets Association (SIFMA)501(c)(6)New York, NY
5Oncology Nursing Society501(c)(6)Pittsburgh, PA
6Aid Atlanta501(c)(3)Atlanta, GA
7Illinois Institute of Technology (IIT)501(c)(3)Chicago, IL
8National Fish and Wildlife Foundation (NFWF)501(c)(3)Washington, DC
9World Resources Institute (WRI)501(c)(3)Washington, DC
10A New Leaf501(c)(3)Mesa, AZ
...and 200 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 Wells Fargo Bank, Fidelity Investments, Nationwide, Mutual Of America Life Insurance Company, Morgan Stanley, Fidelity Investments Institutional, Capital Research and Management Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, and The Vanguard Group.

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