Cause IQ vendor profile

Colonial Consulting

Colonial Consulting is a firm that provides financial advisor, investment management, consulting services, professional and technical services, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Colonial Consulting clients are health and disease research fundraising organizations, social advocacy organizations, scientific research and development services, outpatient health care practitioners and facilities, hospitals, community housing services, and grantmaking foundations with revenues ranging from $13 million to $144 million.

Previous legal names, trade names, or just variations of their name include: Colonial Consulting LLC; and Colonial Consulting Corporation.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$134 mil revenue
Median client size:
$24 mil revenue

Colonial Consulting client list

1Philadelphia Foundation (PF)501(c)(3)Philadelphia, PA
2Roswell Park Alliance Foundation501(c)(3)Buffalo, NY
3Community Foundation for the Fox Valley Region501(c)(3)Appleton, WI
4Amarillo Area Foundation501(c)(3)Amarillo, TX
5San Francisco Foundation (TSFF)501(c)(3)San Francisco, CA
6Seattle Foundation501(c)(3)Seattle, WA
7S.H. Cowell Foundation501(c)(3)San Francisco, CA
8The Minneapolis Foundation501(c)(3)Minneapolis, MN
9Jewish Federation of Cleveland501(c)(3)Cleveland, OH
10Greater Milwaukee Foundation (GMF)501(c)(3)Milwaukee, WI
...and 27 more Colonial Consulting not-for-profit tax-exempt clients identified by Cause IQ

Colonial Consulting competitors

Competitors to Colonial Consulting in the nonprofit sector include Monticello Associates Inc, Eagle Capital Management LLC, LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Manning and Napier, Ubs Financial Services Inc, Cambridge Associates LLC, Cambridge Associates, and Morgan Stanley Smith Barney.

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