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 credit unions, professional, scientific, and technical services, hospitals, social advocacy organizations, 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, Well and Good LLC, TD Ameritrade Trust Company, Fidelity, Raymond James and Associates, Matrix Trust Company, Merrill Lynch, Wells Fargo Bank, Futureplan By Ascensus, and Kestra Advisory Services LLC.
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