Cause IQ vendor profile

First Mercantile Trust Company


First Mercantile Trust Company is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Missouri (although they are present in other states as well).

Most First Mercantile Trust Company clients are credit unions and labor unions with revenues ranging from $38 million to $91 million.

Primary location:
Cordova, TN
Clients in:
TN
Identified clients:
2
Avg client size:
$46 mil revenue
Median client size:
$17 mil revenue

First Mercantile Trust Company client list

  Name Type Location
1 Missouri Farm Bureau Federation 501(c)(5) Jefferson City, MO
2 Schools Financial Credit Union 501(c)(14) Sacramento, CA

First Mercantile Trust Company competitors

Competitors to First Mercantile Trust Company in the nonprofit sector include Adp, The Segal Company, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Capital Research and Management Company, JP Morgan Chase, Oneamerica Retirement Services LLC, and Paychex, 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!