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, vocational rehabilitation services, and trade associations with revenues ranging from $20 million to $515 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 | North Suffolk Community Services | 501(c)(3) | Chelsea, MA | ||
| 9 | HealthLinc | 501(c)(3) | Valparaiso, IN | ||
| 10 | Broadmead | 501(c)(3) | Cockeysville, MD | ||
| ... | 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, Vanguard Group, Inc., Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Ascensus, Raymond James and Associates, Inc., Healthcare Community Securities Cor, Proaccount, RBC Capital Markets, and Wells Fargo Clearing Services LLC.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.