Ameriprise Financial is a firm that provides investment management, fiduciary trustee, administrative support, third party administration, and insurance agent or broker 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 health and welfare funds, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, grantmaking foundations, elementary and secondary schools, colleges, universities, and professional schools, and vocational rehabilitation services with revenues ranging from $15 million to $72 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The College of Idaho | 501(c)(3) | Caldwell, ID | ||
| 2 | St. Luke's School | 501(c)(3) | New Canaan, CT | ||
| 3 | Axesspointe Family Services | 501(c)(3) | Ravenna, OH | ||
| 4 | Christian Rest Home | 501(c)(3) | Grand Rapids, MI | ||
| 5 | The Arc of Palm Beach County | 501(c)(3) | Riviera Beach, FL | ||
| 6 | Slovene Home for the Aged | 501(c)(3) | Cleveland, OH | ||
| 7 | Matthew Walker Comprehensive Health Center | 501(c)(3) | Nashville, TN | ||
| 8 | Eversource Retirees Benefit Trust | 501(c)(9) | Pittsburgh, PA | ||
| 9 | Lockheed Martin Corporation Benefit Trust for Collectively Bargained Employees VEBA II | 501(c)(9) | Bethesda, MD | ||
| 10 | Loren Fimian Charitable Trust Under Will | 501(c)(3) | Minneapolis, MN | ||
| ... | and 1 more Ameriprise Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ameriprise Financial in the nonprofit sector include Voya, U.s. Bank National Association, Newport Group, Pentegra Services Inc., Blue Cross Blue Shield Of Alabama, Axa Equitable Life Insurance, Regions Bank, Blue Cross Blue Shield Of Kansas, Pensionmark Financial Group LLC, and Capital Group Retirement Plan Services.
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