Cause IQ vendor profile

Branch Banking and Trust


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

Most Branch Banking and Trust clients are outpatient health care practitioners and facilities and child and youth services with revenues ranging from $32 million to $42 million.

Previous legal names, trade names, or just variations of their name include: Branch Banking and Trust Co..

Primary location:
Winston-Salem, NC
Clients in:
NC
Identified clients:
2
Avg client size:
$458 mil revenue
Median client size:
$21 mil revenue

Branch Banking and Trust client list

  Name Type Location
1 Southern Highlands Community Mental Health Center 501(c)(3) Princeton, WV
2 Lutheran Family Services in the Carolinas 501(c)(3) Salisbury, NC

Branch Banking and Trust competitors

Competitors to Branch Banking and Trust in the nonprofit sector include Royal Alliance Associates Inc, Stifel Nicolaus, Pentegra Services Inc., Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Raymond James Financial Services, Principal, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group LLC, and TD Ameritrade Trust Company.

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