Cause IQ vendor profile

Fiducient Advisors


Fiducient Advisors is a firm that provides financial advisor, investment management, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and Massachusetts (although they are present in other states as well).

Most Fiducient Advisors clients are hospitals, health and welfare funds, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $13 million to $499 million.

Primary location:
Chicago, IL
Clients in:
CT, MA, MN, IL
Identified clients:
40
Avg client size:
$155 mil revenue
Median client size:
$30 mil revenue

Fiducient Advisors client list

  Name Type Location
1 Securities Industry and Financial Markets Association (SIFMA) 501(c)(6) New York, NY
2 International Medical Corps (IMC) 501(c)(3) Los Angeles, CA
3 Youth Guidance 501(c)(3) Chicago, IL
4 Erikson Institute 501(c)(3) Chicago, IL
5 Connecticut Hospital Association Incorporated 501(c)(6) Wallingford, CT
6 Effie and Wofford Cain Foundation 501(c)(3) Austin, TX
7 Endeavor Health Clinical Operations 501(c)(3) Arlington Heights, IL
8 Northwest Community Hospital (NCH) 501(c)(3) Arlington Heights, IL
9 Houston Jewish Community Foundation 501(c)(3) Houston, TX
10 Joseph and Vera Zilber Family Foundation 501(c)(3) Milwaukee, WI
... and 30 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ

Fiducient Advisors competitors

Competitors to Fiducient Advisors in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Cambridge Investment Research Inc, Morningstar, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Wells Fargo Clearing Services LLC, RBC Capital Markets, and Ubs Financial Services.

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