Cause IQ vendor profile

Equitable


Equitable is a firm that provides insurance, investment management, administrative support, fiduciary trustee, and other accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, New York, and Utah (although they are present in other states as well).

Most Equitable clients are outpatient health care practitioners and facilities, vocational rehabilitation services, hospitals, child and youth services, and individual and family services with revenues ranging from $14 million to $40 million.

Primary location:
Syracuse, NY
Clients in:
NY
Identified clients:
25
Avg client size:
$39 mil revenue
Median client size:
$29 mil revenue

Equitable client list

  Name Type Location
1 Centerstate Corporation for Economic Opportunity 501(c)(6) Syracuse, NY
2 Habitat for Humanity Portland Region 501(c)(3) Portland, OR
3 New Hope Integrated Behavioral Health Care 501(c)(3) Marlboro, NJ
4 Communities for People (CFP) 501(c)(3) Boston, MA
5 Summa Health (SH) 501(c)(3) Akron, OH
6 Tiegerman School 501(c)(3) Glen Cove, NY
7 Viability 501(c)(3) Springfield, MA
8 Idaho Youth Ranch 501(c)(3) Boise, ID
9 HealthPoint / Brazos Valley Community Action Agency Inc (BVCAA) 501(c)(3) College Station, TX
10 Visiting Nurse Association of Ridgefield 501(c)(3) Ridgefield, CT
... and 15 more Equitable not-for-profit tax-exempt clients identified by Cause IQ

Equitable competitors

Competitors to Equitable in the nonprofit sector include Usi Consulting Group, Ameriprise Financial Services, Minnesota Life Insurance Company, Nationwide, Mutual Of America Life Insurance Company, Fidelity Investments Institutional, Wells Fargo Bank, Principal Financial Group, TIAA, and Raymond James Financial Services.

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