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 outpatient health care practitioners and facilities, religious organizations, health and disease research fundraising organizations, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $121 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 25 more Matrix Financial Solutions not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Matrix Financial Solutions in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fiduciary Investment Advisors, Sei, The Segal Company, Ubs Financial Services, Ubs Financial Services, Inc., Capital Research and Management Company, Benefit Plans Admin Services, Inc., JP Morgan Chase, and RBC Capital Markets.
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