Cause IQ vendor profile

American Funds


American Funds is a firm that provides investment management, administrative support, fiduciary trustee, financial advisor, 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 $14 million to $140 million.

Primary location:
Los Angeles, CA
All locations:
VA, CA, TX, IN
Identified clients:
346
Avg client size:
$97 mil revenue
Median client size:
$20 mil revenue

American Funds client list

 NameTypeLocation
1Trust for Public Land (TPL)501(c)(3)San Francisco, CA
2Healthcare Information and Management Systems Society (HIMSS)501(c)(6)Chicago, IL
3Rotary International - Doris Yuxue Xie Dir Fin501(c)(4)Evanston, IL
4Securities Industry and Financial Markets Association (SIFMA)501(c)(6)New York, NY
5American Academy of Orthopedic Surgeons (AAOS)501(c)(3)Rosemont, IL
6Aid Atlanta501(c)(3)Atlanta, GA
7Federation of Multicultural Programs501(c)(3)Brooklyn, NY
8Illinois Institute of Technology (IIT)501(c)(3)Chicago, IL
9National Fish and Wildlife Foundation (NFWF)501(c)(3)Washington, DC
10World Resources Institute (WRI)501(c)(3)Washington, DC
...and 336 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, LPL Financial, Fidelity Investments, TIAA, Mutual Of America Life Insurance Company, Nationwide, Morgan Stanley, Cambridge Associates, Global Retirement Partners LLC, and The Vanguard Group.

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