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 residential intellectual and developmental disability facilities and musical groups and artists with revenues ranging from $4.1 million to $77 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:
15
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 Citizens Acting Together Can Help (CATCH) 501(c)(3) Philadelphia, PA
3 Moravian University 501(c)(3) Bethlehem, PA
4 United Church of Christ Homes 501(c)(3) Camp Hill, PA
5 Lackawanna College 501(c)(3) Scranton, PA
6 Akron General Health System 501(c)(3) Akron, OH
7 Erie Homes for Children and Adults (EHCA) 501(c)(3) Erie, PA
8 Lycoming Community Care 501(c)(3) Montoursville, PA
9 Philadelphia Orchestra and Ensemble Arts 501(c)(3) Philadelphia, PA
10 South Dakota State Medical Association (SDSMA) 501(c)(6) Sioux Falls, SD
... and 5 more Heartland not-for-profit tax-exempt clients identified by Cause IQ

Heartland competitors

Competitors to Heartland in the nonprofit sector include Merrill Lynch Life Agency, Blue Cross Blue Shield Of Ma, Minnesota Life Insurance Company, Fiduciary Investment Advisors, Davis Vision, Caremark, Wells Fargo Clearing Services LLC, Optumrx, Inc., Captrust, and Transamerica Financial Life Ins Company.

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