Matrix is a firm that provides investment management, fiduciary trustee, commercial bank, third party administration, and administrative support 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 $1.3 million to $326 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) | Royal Oak, MI |
| 4 | PEAK Parent Center | 501(c)(3) | Colorado Springs, CO |
| 5 | Qlarant | 501(c)(3) | Easton, MD |
| 6 | Alabama Nursing Home Association Education Foundation | 501(c)(3) | Montgomery, AL |
Competitors to Matrix in the nonprofit sector include Regions Bank, Sei Investments, Northern Trust, Newport Trust Company, Ubs Financial Services Inc, TD Ameritrade Trust Company, U.s. Bank National Association, Merrill Lynch, Principal, and US Bank.
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