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, Utah, and New York (although they are present in other states as well).

Most Equitable clients are outpatient health care practitioners and facilities, vocational rehabilitation services, and hospitals with revenues ranging from $21 million to $53 million.

Primary location:
Syracuse, NY
Clients in:
NY
Identified clients:
29
Avg client size:
$45 mil revenue
Median client size:
$34 mil revenue

Equitable client list

  Name Type Location
1 Central Boston Elder Services (CBES) 501(c)(3) Boston, MA
2 Centerstate Corporation for Economic Opportunity 501(c)(6) Syracuse, NY
3 Behavioral Health Services (BHS) 501(c)(3) Gardena, CA
4 Carlinville Area Hospital (CAH) 501(c)(3) Carlinville, IL
5 Communities for People (CFP) 501(c)(3) Boston, MA
6 New Hope Integrated Behavioral Health Care 501(c)(3) Marlboro, NJ
7 Summa Health (SH) 501(c)(3) Akron, OH
8 Idaho Youth Ranch 501(c)(3) Boise, ID
9 Viability 501(c)(3) Springfield, MA
10 RVNAhealth 501(c)(3) Ridgefield, CT
... and 19 more Equitable not-for-profit tax-exempt clients identified by Cause IQ

Equitable competitors

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

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