Cause IQ vendor profile

Capfinancial Partners, LLC

Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, tax accounting, consulting services, and insurance agent or broker 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, LLC clients are colleges, universities, and professional schools, grantmaking foundations, and hospitals with revenues ranging from $26 million to $714 million.

Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.

Primary location:
Raleigh, NC
All locations:
Identified clients:
Avg client size:
$342 mil revenue
Median client size:
$65 mil revenue

Capfinancial Partners, LLC client list

1Northwestern University501(c)(3)Evanston, IL
2Dana-Farber Cancer Institute501(c)(3)Boston, MA
3Boston Children's Hospital501(c)(3)Boston, MA
4Georgetown University501(c)(3)Washington, DC
5Brown University501(c)(3)Providence, RI
6The George Washington University (GWU)501(c)(3)Ashburn, VA
7American University (AU)501(c)(3)Washington, DC
8Act501(c)(3)Iowa City, IA
9Robert W Woodruff Arts Center501(c)(3)Atlanta, GA
10American Society of Civil Engineers (ASCE)501(c)(3)Reston, VA
...and 188 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 Towers Watson, Wells Fargo Bank, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Mercer, Conduent HR Consulting, LLC, Minnesota Life Insurance Company, Ameriprise Financial Services, Fidelity Investments Institutional, and Ubs Financial Services, Inc..

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