Cause IQ vendor profile

Eaton Vance


Eaton Vance is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Georgia and Illinois (although they are present in other states as well).

Most Eaton Vance clients are health and welfare funds, hospitals, electric power generation, transmission, and distribution establishments, and individual and family services with revenues ranging from $28 million to $323 million.

Previous legal names, trade names, or just variations of their name include: Eaton Vance Corp..

Primary location:
Boston, MA
All locations:
MA, RI
Identified clients:
42
Avg client size:
$116 mil revenue
Median client size:
$40 mil revenue

Eaton Vance client list

 NameTypeLocation
1Brooklyn Community Services (BCS)501(c)(3)Brooklyn, NY
2Richmond University Medical Center (RUMC)501(c)(3)Staten Island, NY
3University of Maryland Faculty Physicians (FPI)501(c)(3)Baltimore, MD
4Greater Twin Cities United Way501(c)(3)Minneapolis, MN
5American Water Works Association501(c)(3)Denver, CO
6Southeast Georgia Health System (SGHS)501(c)(3)Brunswick, GA
7South Lake Hospital501(c)(3)Clermont, FL
8Kansas State University Foundation501(c)(3)Manhattan, KS
9Masonic Homes of Kentucky501(c)(3)Masonic Home, KY
10Eastern Shore Rural Health System (ESRHS)501(c)(3)Onancock, VA
...and 32 more Eaton Vance not-for-profit tax-exempt clients identified by Cause IQ

Eaton Vance competitors

Competitors to Eaton Vance in the nonprofit sector include Fund Evaluation Group, Charles Schwab Investment Management Inc., Northwestern Mutual Investment Serv, Transamerica, Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Victory, Adp, Minnesota Life Insurance Company, and Towers Watson.

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