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 Connecticut, Minnesota, and Ohio (although they are present in other states as well).
Most Ameriprise Financial clients are health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, grantmaking foundations, colleges, universities, and professional schools, and community housing services with revenues ranging from $15 million to $75 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Solutions (CSI) | 501(c)(3) | Windsor, CT | ||
| 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 Calais School | 501(c)(3) | Whippany, NJ | ||
| 7 | Slovene Home for the Aged | 501(c)(3) | Cleveland, OH | ||
| 8 | Matthew Walker Comprehensive Health Center | 501(c)(3) | Nashville, TN | ||
| 9 | Eversource Retirees Benefit Trust | 501(c)(9) | Pittsburgh, PA | ||
| 10 | Lockheed Martin Corporation Benefit Trust for Collectively Bargained Employees VEBA II | 501(c)(9) | Bethesda, MD | ||
| ... | and 2 more Ameriprise Financial not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ameriprise Financial in the nonprofit sector include Metlife Insurance Company, Newport Group, Blue Cross Blue Shield Of Alabama, Blue Cross Blue Shield Of Kansas, Axa Equitable Life Insurance, Regions Bank, Pentegra Services Inc., Futureplan By Ascensus, U.s. Bank National Association, and Voya.
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