Cause IQ vendor profile

Ivy Funds


Ivy Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Connecticut, and Massachusetts (although they are present in other states as well).

Most Ivy Funds clients are elementary and secondary schools, hospitals, assisted living and continuing care retirement communities, and outpatient health care practitioners and facilities with revenues ranging from $25 million to $243 million.

Primary location:
Shawnee Mission, KS
Clients in:
KS
Identified clients:
31
Avg client size:
$116 mil revenue
Median client size:
$35 mil revenue

Ivy Funds client list

  Name Type Location
1 Kipp DC Public Charter Schools 501(c)(3) Washington, DC
2 Robin Hood Foundation / Tudor Charitable TR 501(c)(3) New York, NY
3 AgeSpan (ESMV) 501(c)(3) Lawrence, MA
4 Groton School 501(c)(3) Groton, MA
5 The Fessenden School 501(c)(3) West Newton, MA
6 Richmond University Medical Center (RUMC) 501(c)(3) Staten Island, NY
7 Ingalls Memorial Hospital 501(c)(3) Harvey, IL
8 The Pines at Davidson 501(c)(3) Davidson, NC
9 Children's Nebraska 501(c)(3) Omaha, NE
10 The Frederick Ferris Thompson Hospital 501(c)(3) Canandaigua, NY
... and 21 more Ivy Funds not-for-profit tax-exempt clients identified by Cause IQ

Ivy Funds competitors

Competitors to Ivy Funds in the nonprofit sector include Cambridge Investment Research, Morningstar, Ivy Funds, Inc., Pioneer Investment Management, Inc, Optumrx, Inc., Mma Securities LLC, NFP Retirement Inc., Charles Schwab Investment Management Inc., CBIZ Retirement Plan Services, and Fiduciary Investment Advisors.

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