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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 3 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 4 | Georgetown University | 501(c)(3) | Washington, DC | ||
| 5 | Brown University | 501(c)(3) | Providence, RI | ||
| 6 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 7 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 8 | Act | 501(c)(3) | Iowa City, IA | ||
| 9 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| 10 | American 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 | ||||
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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