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, Colorado, Michigan, and Oklahoma (although they are present in other states as well).
Most Matrix clients are social advocacy organizations, trade associations, and grantmaking foundations with revenues ranging from $6.0 million to $123 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Oklahoma City Community Foundation (OCCF) | 501(c)(3) | Oklahoma City, OK |
| 2 | Michigan Credit Union League | 501(c)(6) | Plymouth, MI |
| 3 | Alabama Nursing Home Association Education Foundation | 501(c)(3) | Montgomery, AL |
| 4 | PEAK Parent Center | 501(c)(3) | Colorado Springs, CO |
Competitors to Matrix in the nonprofit sector include TD Ameritrade Trust Company, Sei Investments, RBC Capital Markets, Umr, Ascensus, TIAA, Newport Group, Inc., Northern Trust, Ubs Financial Services Inc, and RBC Wealth Management.
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