Cause IQ vendor profile

Income Research and Management


Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (although they are present in other states as well).

Most Income Research and Management clients are health and welfare funds and hospitals with revenues ranging from $32 million to $1.9 billion.

Previous legal names, trade names, or just variations of their name include: Income Research Management; Income and Research Management; and Income Research and Management Co..

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
38
Avg client size:
$760 mil revenue
Median client size:
$152 mil revenue

Income Research and Management client list

  Name Type Location
1 Institute of Electrical and Electronics Engineers (IEEE) 501(c)(3) Piscataway, NJ
2 Nyu Langone Hospitals 501(c)(3) New York, NY
3 Girl Scouts of the United States of America (GSUSA) 501(c)(3) New York, NY
4 University of Pennsylvania (Penn) 501(c)(3) Philadelphia, PA
5 Loyola University Chicago (LUC) 501(c)(3) Chicago, IL
6 Sandler Foundation 501(c)(3) San Francisco, CA
7 Exeter Hospital 501(c)(3) Charlestown, MA
8 MaineHealth 501(c)(3) Portland, ME
9 Southern Ohio Medical Center (SOMC) 501(c)(3) Portsmouth, OH
10 Highland Hospital 501(c)(3) Rochester, NY
... and 28 more Income Research and Management not-for-profit tax-exempt clients identified by Cause IQ

Income Research and Management competitors

Competitors to Income Research and Management in the nonprofit sector include Principal, Capfinancial Partners, LLC, Cambridge Investment Research Inc, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Newport Trust Company, M&T Bank, Planpilot, LLC, and Bank Of New York Mellon.

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!