Captrust is a firm that provides financial advisor, investment management, consulting services, audit accounting, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, Illinois, and New Jersey (although they are present in other states as well).
Most Captrust clients are colleges, universities, and professional schools, hospitals, health and welfare funds, elementary and secondary schools, and grantmaking foundations with revenues ranging from $14 million to $1.3 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | College Board | 501(c)(3) | New York, NY | ||
| 2 | Research Foundation of The City University of New York (RFCUNY) | 501(c)(3) | New York, NY | ||
| 3 | Episcopal High School / The Protestant Episcopal High School in Virginia (EHS) | 501(c)(3) | Alexandria, VA | ||
| 4 | Yeshiva University (YU) | 501(c)(3) | New York, NY | ||
| 5 | Cooper Union for the Advancement of Science and Art | 501(c)(3) | New York, NY | ||
| 6 | Dana Hall School | 501(c)(3) | Wellesley, MA | ||
| 7 | Saddle River Day School | 501(c)(3) | Saddle River, NJ | ||
| 8 | Westlake Health Foundation | 501(c)(3) | Oakbrook Terrace, IL | ||
| 9 | Lloyd A Fry Foundation | 501(c)(3) | Chicago, IL | ||
| 10 | Dr. Scholl Foundation | 501(c)(3) | Northbrook, IL | ||
| ... | and 36 more Captrust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Captrust in the nonprofit sector include Towers Watson, NFP Retirement Inc., Healthcare Community Securities Cor, Capfinancial Partners, LLC, Ameriprise Financial Services, CBIZ Financial Solutions Inc, Kibble and Prentice, Milliman, Willis Towers Watson, and MML Investors Services.
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