Cause IQ vendor profile

Cambridge Investment Research


Cambridge Investment Research is a firm that provides insurance agent or broker, investment management, financial advisor, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and Pennsylvania (although they are present in other states as well).

Most Cambridge Investment Research clients are outpatient health care practitioners and facilities, hospitals, and vocational rehabilitation services with revenues ranging from $25 million to $393 million.

Primary location:
Fairfield, IA
Clients in:
IA
Identified clients:
42
Avg client size:
$316 mil revenue
Median client size:
$37 mil revenue

Cambridge Investment Research client list

  Name Type Location
1 The Cleveland Clinic Foundation 501(c)(3) Independence, OH
2 American National Standards Institute (ANSI) 501(c)(3) New York, NY
3 Proteus Fund 501(c)(3) Waltham, MA
4 New England College of Optometry (NECO) 501(c)(3) Boston, MA
5 Hopewell 501(c)(3) Dedham, MA
6 Neighborhealth Corporation (EBNHC) 501(c)(3) East Boston, MA
7 Easterseals Michigan 501(c)(3) Auburn Hills, MI
8 North Suffolk Community Services 501(c)(3) Chelsea, MA
9 HealthLinc 501(c)(3) Valparaiso, IN
10 Broadmead 501(c)(3) Cockeysville, MD
... and 32 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Investment Research competitors

Competitors to Cambridge Investment Research in the nonprofit sector include Wells Fargo Clearing Services LLC, Captrust, Raymond James Financial Services, Ubs Financial Services, Inc., The Segal Company, Capfinancial Partners, LLC, Mma Securities LLC, RBC Capital Markets, Ameriprise Financial Services, and Minnesota Life Insurance Company.

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