Associated Trust Company, N.a. is a firm that provides investment management, administrative support, consulting services, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Wisconsin (although they are present in other states as well).
Most Associated Trust Company, N.a. clients are vocational rehabilitation services, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $11 million to $63 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Access Community Health Centers | 501(c)(3) | Madison, WI | ||
| 2 | Progressive Community Health Centers (PCHC) | 501(c)(3) | Milwaukee, WI | ||
| 3 | Goodwill Industries of North Central Wisconsin | 501(c)(3) | Menasha, WI | ||
| 4 | Unity | 501(c)(3) | De Pere, WI | ||
| 5 | Family Services of Northeast WI | 501(c)(3) | Green Bay, WI | ||
| 6 | Opportunities of Jefferson County | 501(c)(3) | Fort Atkinson, WI | ||
| 7 | Aspiro | 501(c)(3) | Green Bay, WI | ||
| 8 | Curative Connections | 501(c)(3) | Green Bay, WI | ||
| 9 | Agrace HospiceCare | 501(c)(3) | Fitchburg, WI | ||
| 10 | Rawhide | 501(c)(3) | New London, WI | ||
| ... | and 20 more Associated Trust Company, N.a. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Associated Trust Company, N.a. in the nonprofit sector include Reliance Trust Company, Trowe Price, Well and Good LLC, Bmo Harris Bank Na, Newport Group, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Cambridge Investment Research Inc, and Alerus Financial, N.a..
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