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 Florida, Georgia, and Pennsylvania (although they are present in other states as well).

Most Eaton Vance clients are hospitals, health and welfare funds, outpatient health care practitioners and facilities, and electric power generation, transmission, and distribution establishments with revenues ranging from $30 million to $264 million.

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

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

Eaton Vance client list

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
6South Lake Hospital501(c)(3)Clermont, FL
7Hannibal Regional Healthcare System (HRHS)501(c)(3)Hannibal, MO
8Kansas State University Foundation501(c)(3)Manhattan, KS
9McKenzie County Healthcare Systems501(c)(3)Watford City, ND
10Fulton County Medical Center (FCMC)501(c)(3)MC Connellsburg, PA
...and 24 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 Investment Performance Services, Massachusetts Mutual Life Ins. Co., Alliancebernstein L.P., Matrix Trust Company, Fidelity, CMFG Life Insurance Company, NFP Insurance Services Inc, Alerus Financial, N.a., Global Retirement Partners LLC, and Lincoln National Life Insurance.

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