Cause IQ vendor profile

Commonwealth Financial Network


Commonwealth Financial Network is a firm that provides financial advisor, investment management, consulting services, insurance agent or broker, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, and Pennsylvania (although they are present in other states as well).

Most Commonwealth Financial Network clients are outpatient health care practitioners and facilities, hospitals, and child and youth services with revenues ranging from $20 million to $119 million.

Previous legal names, trade names, or just variations of their name include: Commonwealth Financial Network and.

Primary location:
Waltham, MA
Clients in:
MD, MA
Identified clients:
75
Avg client size:
$208 mil revenue
Median client size:
$38 mil revenue

Commonwealth Financial Network client list

  Name Type Location
1 The Cleveland Clinic Foundation 501(c)(3) Independence, OH
2 Jewish National Fund 501(c)(3) New York, NY
3 Community Services for Autistic Adults (CSAAC) 501(c)(3) Montgomery Village, MD
4 Four Oaks 501(c)(3) Cedar Rapids, IA
5 Conservation Nation (FONZ) 501(c)(3) Washington, DC
6 United Methodist Homes of New Jersey 501(c)(3) Neptune, NJ
7 Monroe Plan for Medical Care 501(c)(6) Pittsford, NY
8 Emory University 501(c)(3) Atlanta, GA
9 COPA Health 501(c)(3) Mesa, AZ
10 Child Crisis Arizona 501(c)(3) Mesa, AZ
... and 65 more Commonwealth Financial Network not-for-profit tax-exempt clients identified by Cause IQ

Commonwealth Financial Network competitors

Competitors to Commonwealth Financial Network in the nonprofit sector include Conduent HR Consulting, LLC, Prudential Insurance Company, Capfinancial Partners, Lincoln Financial Advisors, MML Investors Services, Milliman, Aetna Inc, LPL Financial Corporation, One Digital, and Gallagher Benefit Services.

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