Matrix Financial Solutions is a firm that provides investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California and Washington (although they are present in other states as well).
Most Matrix Financial Solutions clients are religious organizations, health and disease research fundraising organizations, outpatient health care practitioners and facilities, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $123 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Elwyn of Pennsylvania and Delaware | 501(c)(3) | Elwyn, PA | ||
| 3 | Acero Charter Schools (UCSN) | 501(c)(3) | Chicago, IL | ||
| 4 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 5 | By The BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 6 | Monongahela Valley Hospital (MVH) | 501(c)(3) | Monongahela, PA | ||
| 7 | BHI Senior Living Incorporated | 501(c)(3) | Indianapolis, IN | ||
| 8 | Valley Cities Counseling and Consultation (VCCC) | 501(c)(3) | Kent, WA | ||
| 9 | Occupational Training Center of Burlington County (OTC) | 501(c)(3) | Burlington, NJ | ||
| 10 | Developmental Disabilities Resource Center (DDRC) | 501(c)(3) | Lakewood, CO | ||
| ... | and 24 more Matrix Financial Solutions not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Matrix Financial Solutions in the nonprofit sector include Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Capital Research and Management Company, Sei, RBC Capital Markets, Capfinancial Partners, LLC, US Bank, and The Segal Company.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.