Cpi Qualified Plan Consultants is a firm that provides administrative support, investment management, consulting services, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Cpi Qualified Plan Consultants clients are outpatient health care practitioners and facilities and residential intellectual and developmental disability facilities with revenues ranging from $15 million to $58 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Conrad N. Hilton Foundation | 501(c)(3) | Westlake Village, CA | ||
| 2 | Oncology Nursing Society | 501(c)(6) | Pittsburgh, PA | ||
| 3 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 4 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 5 | Human Rights First | 501(c)(3) | New York, NY | ||
| 6 | World Resources Institute (WRI) | 501(c)(3) | Washington, DC | ||
| 7 | Wolf Trap Foundation for the Performing Arts | 501(c)(3) | Vienna, VA | ||
| 8 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 9 | Uncommon Schools (US) | 501(c)(3) | New York, NY | ||
| 10 | Bellevue Christian School (BCS) | 501(c)(3) | Clyde Hill, WA | ||
| ... | and 77 more Cpi Qualified Plan Consultants not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Cpi Qualified Plan Consultants in the nonprofit sector include Resources Investment Advisors, Inc., Edward Jones, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Usi Consulting Group, Trowe Price, Nationwide, Kibble and Prentice, Well and Good LLC, and Oppenheimer.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.