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