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 individual and family services, outpatient health care practitioners and facilities, and services for the elderly and people with disabilities with revenues ranging from $14 million to $73 million.

Primary location:
Los Angeles, CA
Clients in:
NY, PA, IN, VA, TX, CA
Identified clients:
1,228
Avg client size:
$77 mil revenue
Median client size:
$24 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 The Jewish Federations of North America (JFNA) 501(c)(3) New York, NY
4 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
5 The Trust for Public Land 501(c)(3) San Francisco, CA
6 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
7 Adapt Community Network 501(c)(3) New York, NY
8 Annie E Casey Foundation (AECF) 501(c)(3) Baltimore, MD
9 BronxWorks 501(c)(3) Bronx, NY
10 New York Road Runners 501(c)(3) New York, NY
... and 1,218 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 TIAA, Fidelity Investments, Principal Life Insurance Company, Empower Annuity Insurance Company, Aetna Life Insurance Company, JP Morgan Chase, US Bank, Transamerica Retirement Solutions, Adp, and LPL Financial.

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