Cause IQ vendor profile

CBIZ Financial Solutions Inc


CBIZ Financial Solutions Inc is a firm that provides financial advisor, insurance agent or broker, investment management, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California, Maryland, Missouri, and West Virginia (although they are present in other states as well).

Most CBIZ Financial Solutions Inc clients are hospitals with revenues ranging from $18 million to $285 million.

Primary location:
Cincinnati, OH
Clients in:
OH, AZ
Identified clients:
16
Avg client size:
$177 mil revenue
Median client size:
$59 mil revenue

CBIZ Financial Solutions Inc client list

  Name Type Location
1 Ohio Farm Bureau Federation 501(c)(5) Columbus, OH
2 West Virginia University Hospitals (WVUH) 501(c)(3) Morgantown, WV
3 Spectrum Health Big Rapids Hospital 501(c)(3) Big Rapids, MI
4 Hope Hospice 501(c)(3) Pleasanton, CA
5 SERV Behavioral Health System 501(c)(3) Hamilton, NJ
6 Delta Dental of Kansas (DDKS) 501(c)(4) Wichita, KS
7 Magnifi Financial Credit Union 501(c)(14) Melrose, MN
8 Mount Saint Mary's University (MSMU) 501(c)(3) Emmitsburg, MD
9 Tri Valley Health System 501(c)(3) Cambridge, NE
10 WV University Healthcare 501(c)(3) Martinsburg, WV
... and 6 more CBIZ Financial Solutions Inc not-for-profit tax-exempt clients identified by Cause IQ

CBIZ Financial Solutions Inc competitors

Competitors to CBIZ Financial Solutions Inc in the nonprofit sector include Voya Financial Advisors Inc, Morgan Stanley Smith Barney, Oppenheimer, Willis Towers Watson, LPL Financial Corporation, Alight Solutions LLC, Aetna Inc, Kibble and Prentice, Gallagher Benefit Services, and Royal Alliance Associates Inc.

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