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, hospitals, other residential care facilities, individual and family services, and religious organizations with revenues ranging from $21 million to $50 million.

Primary location:
Syracuse, NY
Clients in:
NY
Identified clients:
26
Avg client size:
$43 mil revenue
Median client size:
$32 mil revenue

Equitable client list

  Name Type Location
1 Centerstate Corporation for Economic Opportunity 501(c)(6) Syracuse, NY
2 Behavioral Health Services (BHS) 501(c)(3) Gardena, CA
3 Habitat for Humanity Portland Region 501(c)(3) Portland, OR
4 New Hope Integrated Behavioral Health Care 501(c)(3) Marlboro, NJ
5 Communities for People (CFP) 501(c)(3) Boston, MA
6 Summa Health (SH) 501(c)(3) Akron, OH
7 Idaho Youth Ranch 501(c)(3) Boise, ID
8 Viability 501(c)(3) Springfield, MA
9 Visiting Nurse Association of Ridgefield 501(c)(3) Ridgefield, CT
10 Beaverbrook STEP 501(c)(3) Watertown, MA
... and 16 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, Usi Consulting Group, Nationwide, Mutual Of America Life Insurance Company, Fidelity Investments Institutional, Principal Financial Group, TIAA, Wells Fargo Bank, and Merrill Lynch.

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