Ameriprise Financial is a firm that provides investment management, fiduciary trustee, third party administration, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and Ohio (although they are present in other states as well).
Most Ameriprise Financial clients are inpatient nursing, hospice, and rehabilitative care facilities, health and welfare funds, elementary and secondary schools, colleges, universities, and professional schools, outpatient health care practitioners and facilities, vocational rehabilitation services, and grantmaking foundations with revenues ranging from $9.6 million to $47 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Widgeon Point Charitable Foundation | 501(c)(3) | New York, NY |
| 2 | The College of Idaho | 501(c)(3) | Caldwell, ID |
| 3 | St. Luke's School | 501(c)(3) | New Canaan, CT |
| 4 | Axesspointe Family Services | 501(c)(3) | Ravenna, OH |
| 5 | Christian Rest Home | 501(c)(3) | Grand Rapids, MI |
| 6 | The Arc of Palm Beach County | 501(c)(3) | Riviera Beach, FL |
| 7 | Slovene Home for the Aged | 501(c)(3) | Cleveland, OH |
| 8 | Eversource Retirees Benefit Trust | 501(c)(9) | Pittsburgh, PA |
| 9 | Crystal Zitterbart Private Foundation | 501(c)(3) | Minneapolis, MN |
| 10 | Loren Fimian Charitable Trust Under Will | 501(c)(3) | Minneapolis, MN |
Competitors to Ameriprise Financial in the nonprofit sector include Voya, Axa Equitable Life Insurance, Regions Bank, Pensionmark Financial Group LLC, Well and Good LLC, TD Ameritrade Trust Company, Newport Trust Company, Cigna Healthcare, Sei Investments, and Minnesota Life Insurance Company.
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