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 and hospitals with revenues ranging from $20 million to $458 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 30 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cambridge Investment Research in the nonprofit sector include Morgan Stanley Smith Barney, Oppenheimer, CBIZ Financial Solutions Inc, Voya Financial Advisors Inc, Prudential Insurance Company, Lincoln Financial Advisors, Aetna Inc, LPL Financial Corporation, Gallagher Benefit Services, and Kibble and Prentice.
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