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, New York, and Pennsylvania (although they are present in other states as well).
Most Cambridge Investment Research clients are outpatient health care practitioners and facilities, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and services for the elderly and people with disabilities with revenues ranging from $19 million to $242 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Cleveland Clinic Foundation | 501(c)(3) | Independence, OH | ||
| 2 | Hopewell | 501(c)(3) | Dedham, MA | ||
| 3 | Isabella Geriatric Center | 501(c)(3) | Brooklyn, NY | ||
| 4 | North Suffolk Mental Health Association | 501(c)(3) | Chelsea, MA | ||
| 5 | HealthLinc | 501(c)(3) | Valparaiso, IN | ||
| 6 | Easterseals Michigan | 501(c)(3) | Auburn Hills, MI | ||
| 7 | The Milton S Hershey Medical Center | 501(c)(3) | Hershey, PA | ||
| 8 | Faith Regional Health Services | 501(c)(3) | Norfolk, NE | ||
| 9 | Ohio Health | 501(c)(3) | Mansfield, OH | ||
| 10 | Meadville Medical Center (MMC) | 501(c)(3) | Meadville, PA | ||
| ... | and 28 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Investment Research in the nonprofit sector include Ubs Financial Services Inc, Metlife Securities Inc, Ascensus, Morgan Stanley Smith Barney LLC, Minnesota Life Insurance Company, Capfinancial Partners, LLC, RBC Capital Markets, Raymond James Financial Services, Ameriprise Financial Services, and Ubs Financial Services.
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