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:
$419 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 Raymond James Financial Services, Cambridge Investment Research Inc, Northwestern Mutual Investment Serv, Pensionmark Financial Group LLC, Principal, TD Ameritrade Trust Company, Sei Investments, Usi Advisors Inc, Newport Trust Company, and Planpilot, LLC.

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