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 health and welfare funds, colleges, universities, and professional schools, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $14 million to $1.8 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 43 more Captrust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Captrust in the nonprofit sector include Marsh and Mclennan Agency, Definiti, LLC, The Angell Pension Group, Inc., Ameriprise Financial Services, Healthcare Community Securities Cor, NFP Retirement Inc., Capfinancial Partners, LLC, The Segal Company, Merrill Lynch, and CBIZ Benefits and Insurance Services.
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