Capfinancial Partners is a firm that provides financial advisor, tax accounting, investment management, consulting services, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Capfinancial Partners clients are colleges, universities, and professional schools, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $8.3 million to $1.0 billion.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners, LLC; Capfinancial Partners LLP; and Capfinancial Partners LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Yale New Haven Hospital (YNHH) | 501(c)(3) | New Haven, CT | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 3 | Children's Mercy Hospital | 501(c)(3) | Kansas City, MO | ||
| 4 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 5 | College Board | 501(c)(3) | New York, NY | ||
| 6 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 7 | New York City Ballet | 501(c)(3) | New York, NY | ||
| 8 | Association of American Railroads (AAR) | 501(c)(6) | Washington, DC | ||
| 9 | Adelphi University (AU) | 501(c)(3) | Garden City, NY | ||
| 10 | National Academy of Sciences | 501(c)(3) | Washington, DC | ||
| ... | and 74 more Capfinancial Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners in the nonprofit sector include Conduent HR Consulting, LLC, Towers Watson, Capfinancial Partners, LLC, CBIZ, Edward Jones, Mercer, Merrill Lynch Pierce Fenner and Smith, Well and Good LLC, Prudential Insurance Company, and CBIZ Investment Advisory Services.
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