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 and vocational rehabilitation services with revenues ranging from $20 million to $55 million.
| 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 | Carlinville Area Hospital (CAH) | 501(c)(3) | Carlinville, IL | ||
| 4 | Behavioral Health Services (BHS) | 501(c)(3) | Gardena, CA | ||
| 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 | Viability | 501(c)(3) | Springfield, MA | ||
| 9 | RVNAhealth | 501(c)(3) | Ridgefield, CT | ||
| 10 | Beaverbrook STEP | 501(c)(3) | Watertown, MA | ||
| ... | and 18 more Equitable not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Equitable in the nonprofit sector include Ameriprise Financial Services, Minnesota Life Insurance Company, Usi Consulting Group, Nationwide, Mutual Of America Life Insurance Company, Fidelity Investments Institutional, Principal Financial Group, TIAA, Wells Fargo Bank, and Proaccount.
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