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 $2.0 billion.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | College Board | 501(c)(3) | New York, NY | ||
| 2 | Episcopal High School / The Protestant Episcopal High School in Virginia (EHS) | 501(c)(3) | Alexandria, VA | ||
| 3 | Yeshiva University (YU) | 501(c)(3) | New York, NY | ||
| 4 | Cooper Union for the Advancement of Science and Art | 501(c)(3) | New York, NY | ||
| 5 | Fort Worth Country Day (FWCD) | 501(c)(3) | Fort Worth, TX | ||
| 6 | St George Corporation | 501(c)(3) | Burr Ridge, IL | ||
| 7 | Dana Hall School | 501(c)(3) | Wellesley, MA | ||
| 8 | Saddle River Day School | 501(c)(3) | Saddle River, NJ | ||
| 9 | Dr. Scholl Foundation | 501(c)(3) | Northbrook, IL | ||
| 10 | Westlake Health Foundation | 501(c)(3) | Oakbrook Terrace, IL | ||
| ... | and 41 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., Healthcare Community Securities Cor, Capfinancial Partners, LLC, Ameriprise Financial Services, Towers Watson, The Segal Company, NFP Retirement Inc., and Aon Hewitt.
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