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 $404 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 | Goodwill of North Georgia | 501(c)(3) | Decatur, GA | ||
| 8 | HealthLinc | 501(c)(3) | Valparaiso, IN | ||
| 9 | Easterseals Michigan | 501(c)(3) | Auburn Hills, MI | ||
| 10 | North Suffolk Community Services | 501(c)(3) | Chelsea, MA | ||
| ... | 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 Northwestern Mutual Investment Serv, Capfinancial Partners, LLC, Raymond James Financial Services, Healthcare Community Securities Cor, Wells Fargo Clearing Services LLC, RBC Capital Markets, Mma Securities LLC, Ubs Financial Services, Inc., Ameriprise Financial Services, and The Segal Company.
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