Cause IQ vendor profile

Associated Trust Company, N.a.


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.

Primary location:
Green Bay, WI
Clients in:
WI
Identified clients:
30
Avg client size:
$26 mil revenue
Median client size:
$14 mil revenue

Associated Trust Company, N.a. client list

  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

Associated Trust Company, N.a. competitors

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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