Cause IQ has information on 470 financial advisers that provide services to nonprofit organizations. Most nonprofit clients of these financial advisers are health and welfare funds, outpatient health care practitioners and facilities, hospitals, grantmaking foundations, elementary and secondary schools, and colleges, universities, and professional schools. These nonprofit clients typically have revenues ranging from $14 million to $170 million, although some clients have revenues above $1.8 billion.
Cause IQ also has more granular information on specific types of financial advisers, including: investment management, financial advisor, and commercial bank.
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