Cause IQ vendor profile

Heartland


Heartland is a firm that provides insurance and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and Ohio (although they are present in other states as well).

Most Heartland clients are assisted living and continuing care retirement communities, hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and musical groups and artists with revenues ranging from $4.9 million to $62 million.

Previous legal names, trade names, or just variations of their name include: Heartland LLC; and Heartland and Co..

Primary location:
Seattle, WA
Clients in:
WA
Identified clients:
17
Avg client size:
$71 mil revenue
Median client size:
$32 mil revenue

Heartland client list

  Name Type Location
1 Philadelphia Orchestra Association 501(c)(3) Philadelphia, PA
2 Redstone Presbyterian SeniorCare 501(c)(3) Greensburg, PA
3 Citizens Acting Together Can Help (CATCH) 501(c)(3) Philadelphia, PA
4 Philadelphia Orchestra and Ensemble Arts 501(c)(3) Philadelphia, PA
5 United Church of Christ Homes 501(c)(3) Camp Hill, PA
6 Lackawanna College 501(c)(3) Scranton, PA
7 St Paul Homes 501(c)(3) Greenville, PA
8 Akron General Health System 501(c)(3) Akron, OH
9 Chan Soon-Shiong Medical Center at Windber (CSSMCW) 501(c)(3) Windber, PA
10 Erie Homes for Children and Adults (EHCA) 501(c)(3) Erie, PA
... and 7 more Heartland not-for-profit tax-exempt clients identified by Cause IQ

Heartland competitors

Competitors to Heartland in the nonprofit sector include Fiduciary Investment Advisors, Healthcare Community Securities Cor, Mma Securities LLC, Captrust, Northwestern Mutual Investment Serv, Merrill Lynch Life Agency, Proaccount, Optumrx Inc, Anthem Blue Cross Blue Shield, and Blue Cross Blue Shield Of Alabama.

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