Ameriprise Financial is a firm that provides investment management, fiduciary trustee, third party administration, insurance agent or broker, and financial advisor 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, inpatient nursing, hospice, and rehabilitative care facilities, 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 $11 million to $72 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 | Lockheed Martin Corporation Benefit Trust for Collectively Bargained Employees VEBA II | 501(c)(9) | Bethesda, MD | ||
| 9 | Eversource Retirees Benefit Trust | 501(c)(9) | Pittsburgh, PA | ||
| 10 | Crystal Zitterbart Private Foundation | 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 RBC Capital Markets, Voya, Axa Equitable Life Insurance, Regions Bank, Pentegra Services Inc., Fiduciary Investment Advisors, Oneamerica Retirement Services LLC, Pensionmark Financial Group LLC, Principal, and Well and Good LLC.
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