Cause IQ vendor profile

HP Planning, LLC


HP Planning, LLC is a firm that provides insurance agent or broker and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, Connecticut, and New York (although they are present in other states as well).

Most HP Planning, LLC clients are outpatient health care practitioners and facilities, vocational rehabilitation services, colleges, universities, and professional schools, and residential intellectual and developmental disability facilities with revenues ranging from $30 million to $127 million.

Previous legal names, trade names, or just variations of their name include: HP Planning.

Primary location:
Norwalk, CT
Clients in:
CT, NJ
Identified clients:
46
Avg client size:
$102 mil revenue
Median client size:
$37 mil revenue

HP Planning, LLC client list

  Name Type Location
1 Bentley University 501(c)(3) Waltham, MA
2 Rutgers University Foundation 501(c)(3) New Brunswick, NJ
3 The Riverwoods Group 501(c)(3) Exeter, NH
4 Commonwealth Care Alliance (CCA) 501(c)(3) Boston, MA
5 Neighborhealth Corporation (EBNHC) 501(c)(3) East Boston, MA
6 Boston Medflight 501(c)(3) Bedford, MA
7 Turning Point and Affiliates 501(c)(3) Newburyport, MA
8 GrowNYC 501(c)(3) New York, NY
9 Mobilization for Justice (MFY) 501(c)(3) New York, NY
10 Modern Language Association of America (MLA) 501(c)(3) New York, NY
... and 36 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ

HP Planning, LLC competitors

Competitors to HP Planning, LLC in the nonprofit sector include Northwestern Mutual Investment Serv, Capfinancial Partners, LLC, Segal Consulting, Raymond James Financial Services, Towers Watson, Cambridge Investment Research, Cambridge Investment Research Inc, Healthcare Community Securities Cor, RBC Capital Markets, and Mma Securities LLC.

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!