Cause IQ vendor profile

Capfinancial Partners, LLC

Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, hospitals, and outpatient health care practitioners and facilities with revenues ranging from $69 million to $1.4 billion.

Primary location:
Raleigh, NC
All locations:
Identified clients:
Avg client size:
$448 mil revenue
Median client size:
$111 mil revenue

Capfinancial Partners, LLC client list

1Duke University501(c)(3)Durham, NC
2Boston Children's Hospital / Children's Hospital Corporation501(c)(3)Boston, MA
3Brown University501(c)(3)Providence, RI
4Act501(c)(3)Iowa City, IA
5The Brookings Institution501(c)(3)Washington, DC
6National Association of Broadcasters (NAB)501(c)(6)Washington, DC
7Association of American Railroads (AAR)501(c)(6)Washington, DC
8National Association of Counties501(c)(4)Washington, DC
9Mother Cabrini Health Foundation501(c)(3)New York, NY
10Marymount University501(c)(3)Arlington, VA
...and 43 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ

Capfinancial Partners, LLC competitors

Competitors to Capfinancial Partners, LLC in the nonprofit sector include Newport Group, Inc., Minnesota Life Insurance Company, Usi Consulting Group, Kibble and Prentice, Vanguard Energy Services LLC, Fidelity Investments, Global Retirement Partners LLC, Vanguard Group, Inc., Benefit Plans Admin Services, Inc., and Charles Schwab and Co., Inc..

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

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.

Request a demo and see Cause IQ in action!

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Get a demo