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 operate nationwide, with nonprofit clients using their services across the country.

Most CBIZ Financial Solutions Inc clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, hospitals, residential intellectual and developmental disability facilities, and assisted living and continuing care retirement communities with revenues ranging from $34 million to $276 million.

Primary location:
Cincinnati, OH
All locations:
Identified clients:
Avg client size:
$152 mil revenue
Median client size:
$59 mil revenue

CBIZ Financial Solutions Inc client list

1Children's Mercy Hospital501(c)(3)Kansas City, MO
2American Academy of Family Physicians501(c)(6)Leawood, KS
3Grinnell College501(c)(3)Grinnell, IA
4Rumson Country Day School501(c)(3)Rumson, NJ
5Oberlin College501(c)(3)Oberlin, OH
6Carleton College501(c)(3)Northfield, MN
7John Carroll University501(c)(3)University Heights, OH
8Washington College501(c)(3)Chestertown, MD
9Chase Brexton Health Care501(c)(3)Baltimore, MD
10Tax Analysts501(c)(3)Falls Church, VA
...and 23 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 Raymond James and Associates, Metlife Securities Inc, Mercer, Merrill Lynch Pierce Fenner and Smith, Kestra Investment Services LLC, LPL Financial, Minnesota Life Insurance Company, Milliman, Gallagher Benefit Services, and LPL Financial Corporation.

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