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, Illinois, and New York (although they are present in other states as well).
Most Captrust clients are hospitals, health and welfare funds, colleges, universities, and professional schools, elementary and secondary schools, and grantmaking foundations with revenues ranging from $14 million to $1.2 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 | 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 40 more Captrust not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Captrust in the nonprofit sector include CBIZ Benefits and Insurance Services, Merrill Lynch, Aetna Inc, Morgan Stanley Smith Barney, Kibble and Prentice, MML Investors Services, CBIZ Financial Solutions Inc, Milliman, Prudential Insurance Company, and Definiti, LLC.
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