Cause IQ vendor profile

BB and T


BB and T is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina, Pennsylvania, and West Virginia (although they are present in other states as well).

Most BB and T clients are outpatient health care practitioners and facilities, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $104 million.

Previous legal names, trade names, or just variations of their name include: BB&T.

Primary location:
Winston Salem, NC
All locations:
NC, PA
Identified clients:
31
Avg client size:
$118 mil revenue
Median client size:
$27 mil revenue

BB and T client list

 NameTypeLocation
1Baltimore Medical System (BMSI)501(c)(3)Baltimore, MD
2Integrace501(c)(3)Fort Washington, PA
3Lehigh Valley Hospital - Schuylkill501(c)(3)Allentown, PA
4Presbyterian Retirement Communities501(c)(3)Orlando, FL
5Monarch501(c)(3)Albemarle, NC
6Bethel University501(c)(3)MC Kenzie, TN
7Carolina Family Health Centers501(c)(3)Wilson, NC
8Twin Lakes Community501(c)(3)Burlington, NC
9Tri County Community Health Council (TCCHC)501(c)(3)Four Oaks, NC
10Quality Insights501(c)(3)Charleston, WV
...and 21 more BB and T not-for-profit tax-exempt clients identified by Cause IQ

BB and T competitors

Competitors to BB and T in the nonprofit sector include Capfinancial Partners, LLC, Ubs Financial Services, Inc., Ubs Financial Services, Benefit Plans Admin Services, Inc., Matrix Trust Company, Kestra Advisory Services LLC, Alerus Financial, N.a., Global Retirement Partners LLC, Raymond James and Associates, and Fidelity.

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