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 hospitals and outpatient health care practitioners and facilities with revenues ranging from $19 million to $257 million.

Primary location:
Fairfield, IA
Clients in:
IA
Identified clients:
40
Avg client size:
$272 mil revenue
Median client size:
$35 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 New England College of Optometry (NECO) 501(c)(3) Boston, MA
4 Hopewell 501(c)(3) Dedham, MA
5 Easterseals Michigan 501(c)(3) Auburn Hills, MI
6 North Suffolk Community Services 501(c)(3) Chelsea, MA
7 Planned Parenthood League of Massachusetts (PPLM) 501(c)(3) Boston, MA
8 Penn State Health 501(c)(3) Hershey, PA
9 Faith Regional Health Services 501(c)(3) Norfolk, NE
10 Meadville Medical Center (MMC) 501(c)(3) Meadville, PA
... and 30 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 Minnesota Life Insurance Company, Wells Fargo Clearing Services LLC, Captrust, Ameriprise Financial Services, Raymond James Financial Services, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Mma Securities LLC, RBC Capital Markets, and Reliance Trust Company.

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