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, and Illinois (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 $1.9 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 (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 | Fort Worth Country Day (FWCD) | 501(c)(3) | Fort Worth, TX | ||
| 7 | St George Corporation | 501(c)(3) | Burr Ridge, IL | ||
| 8 | Dana Hall School | 501(c)(3) | Wellesley, MA | ||
| 9 | Saddle River Day School | 501(c)(3) | Saddle River, NJ | ||
| 10 | Dr. Scholl Foundation | 501(c)(3) | Northbrook, IL | ||
| ... | and 42 more Captrust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Captrust in the nonprofit sector include Towers Watson, Capfinancial Partners, LLC, Healthcare Community Securities Cor, Ameriprise Financial Services, NFP Retirement Inc., The Segal Company, CBIZ Financial Solutions Inc, Prudential Insurance Company, Morgan Stanley Smith Barney, and Milliman.
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