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 hospitals, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, and vocational rehabilitation services with revenues ranging from $18 million to $248 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | New England College of Optometry (NECO) | 501(c)(3) | Boston, MA | ||
| 3 | Hopewell | 501(c)(3) | Dedham, MA | ||
| 4 | North Suffolk Community Services | 501(c)(3) | Chelsea, MA | ||
| 5 | Easterseals Michigan | 501(c)(3) | Auburn Hills, MI | ||
| 6 | Planned Parenthood League of Massachusetts (PPLM) | 501(c)(3) | Boston, MA | ||
| 7 | Faith Regional Health Services | 501(c)(3) | Norfolk, NE | ||
| 8 | Meadville Medical Center (MMC) | 501(c)(3) | Meadville, PA | ||
| 9 | Ohio Health | 501(c)(3) | Mansfield, OH | ||
| 10 | Ridgecrest Regional Hospital | 501(c)(3) | Ridgecrest, CA | ||
| ... | and 29 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Investment Research in the nonprofit sector include Metlife Securities Inc, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Valic, Commonwealth Financial Network, Cetera Advisor Networks, LLC, Kestra Investment Services LLC, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, and CBIZ Financial Solutions Inc.
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