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 outpatient health care practitioners and facilities, vocational rehabilitation services, other residential care facilities, community housing services, and health and disease research fundraising organizations with revenues ranging from $11 million to $75 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Access Community Health Centers | 501(c)(3) | Madison, WI | ||
| 2 | Goodwill Industries of North Central Wisconsin | 501(c)(3) | Menasha, WI | ||
| 3 | Unity | 501(c)(3) | De Pere, WI | ||
| 4 | Family Services of Northeast WI | 501(c)(3) | Green Bay, WI | ||
| 5 | Opportunities of Jefferson County | 501(c)(3) | Fort Atkinson, WI | ||
| 6 | Curative Connections | 501(c)(3) | Green Bay, WI | ||
| 7 | Agrace HospiceCare | 501(c)(3) | Fitchburg, WI | ||
| 8 | Rawhide Youth Services | 501(c)(3) | New London, WI | ||
| 9 | Progressive Community Health Centers (PCHC) | 501(c)(3) | Milwaukee, WI | ||
| 10 | Milwaukee Public Museum (MPM) | 501(c)(3) | Milwaukee, WI | ||
| ... | and 15 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 TD Ameritrade Trust Company, Newport Trust Company, Sei Investments, RBC Wealth Management, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Alerus Financial, N.a., Matrix Trust Company, Fidelity, and Raymond James and Associates.
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