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, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $65 million to $1.5 billion.

Primary location:
Raleigh, NC
All locations:
Identified clients:
Avg client size:
$455 mil revenue
Median client size:
$112 mil revenue

Capfinancial Partners, LLC client list

1Duke University501(c)(3)Durham, NC
2Brown University501(c)(3)Providence, RI
3Act501(c)(3)Iowa City, IA
4The Brookings Institution501(c)(3)Washington, DC
5National Association of Broadcasters (NAB)501(c)(6)Washington, DC
6Association of American Railroads (AAR)501(c)(6)Washington, DC
7National Association of Counties501(c)(4)Washington, DC
8Oakwood School501(c)(3)North Hollywood, CA
9Mother Cabrini Health Foundation501(c)(3)New York, NY
10Whittier College501(c)(3)Whittier, CA
...and 44 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, Towers Watson, Aon Consulting Inc, Global Retirement Partners LLC, Usi Consulting Group, Kibble and Prentice, Milliman, Charles Schwab and Co., Inc., and Gallagher Benefit Services.

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