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.
| 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 | ||||
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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