Matrix is a firm that provides investment management, third party administration, fiduciary trustee, public relations and affairs, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Alabama, Arkansas, Colorado, Maryland, Michigan, and Oklahoma (although they are present in other states as well).
Most Matrix clients are professional, scientific, and technical services, hospitals, social advocacy organizations, trade associations, and grantmaking foundations with revenues ranging from $4.2 million to $167 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Oklahoma City Community Foundation (OCCF) | 501(c)(3) | Oklahoma City, OK |
| 2 | Jefferson Regional Medical Center (JRMC) | 501(c)(3) | Pine Bluff, AR |
| 3 | Michigan Credit Union League | 501(c)(6) | Plymouth, MI |
| 4 | Alabama Nursing Home Association Education Foundation | 501(c)(3) | Montgomery, AL |
| 5 | PEAK Parent Center | 501(c)(3) | Colorado Springs, CO |
| 6 | Qlarant | 501(c)(3) | Easton, MD |
Competitors to Matrix in the nonprofit sector include Pensionmark Financial Group LLC, TD Ameritrade Trust Company, Well and Good LLC, Raymond James and Associates, The Vanguard Group, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Wells Fargo Bank, and Merrill Lynch.
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