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 Massachusetts, Connecticut, Illinois, and Rhode Island (although they are present in other states as well).

Most Fiducient Advisors clients are colleges, universities, and professional schools, grantmaking foundations, and health and welfare funds with revenues ranging from $14 million to $231 million.

Primary location:
Chicago, IL
All locations:
IL, CT
Identified clients:
29
Avg client size:
$88 mil revenue
Median client size:
$32 mil revenue

Fiducient Advisors client list

 NameTypeLocation
1Springfield College501(c)(3)Springfield, MA
2Securities Industry and Financial Markets Association (SIFMA)501(c)(6)New York, NY
3International Medical Corps (IMC)501(c)(3)Los Angeles, CA
4Brandeis University501(c)(3)Waltham, MA
5Bryn Mawr College501(c)(3)Bryn Mawr, PA
6Curry College501(c)(3)Milton, MA
7Erikson Institute501(c)(3)Chicago, IL
8The Arthur Foundation501(c)(3)Riverside, IL
9Connecticut Hospital Association Incorporated501(c)(6)Wallingford, CT
10Effie and Wofford Cain Foundation501(c)(3)Austin, TX
...and 19 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 Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Morningstar, Fiduciary Investment Advisors, Ubs Financial Services, RBC Capital Markets, Newport Trust Company, M&T Bank, Sei Investments, and Vanguard Group, Inc..

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!