Cause IQ vendor profile

Cambridge Investment Research

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.

Primary location:
Fairfield, IA
All locations:
Identified clients:
Avg client size:
$264 mil revenue
Median client size:
$37 mil revenue

Cambridge Investment Research client list

1The Cleveland Clinic Foundation501(c)(3)Independence, OH
2Hopewell501(c)(3)Dedham, MA
3Isabella Geriatric Center501(c)(3)Brooklyn, NY
4North Suffolk Mental Health Association501(c)(3)Chelsea, MA
5HealthLinc501(c)(3)Valparaiso, IN
6Easterseals Michigan501(c)(3)Auburn Hills, MI
7The Milton S Hershey Medical Center501(c)(3)Hershey, PA
8Faith Regional Health Services501(c)(3)Norfolk, NE
9Ohio Health501(c)(3)Mansfield, OH
10Meadville Medical Center (MMC)501(c)(3)Meadville, PA
...and 28 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Investment Research competitors

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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