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 (although they are present in other states as well).
Most Matrix Financial Solutions clients are outpatient health care practitioners and facilities and health and disease research fundraising organizations with revenues ranging from $14 million to $100 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Cooperative Business Association (NCBA) | 501(c)(6) | Washington, DC | ||
| 2 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 3 | Elwyn of Pennsylvania and Delaware | 501(c)(3) | Elwyn, PA | ||
| 4 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 5 | Acero Charter Schools (UCSN) | 501(c)(3) | Chicago, IL | ||
| 6 | By the BAY Health Formerly Hospice By the BAY (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 7 | BHI Senior Living Incorporated | 501(c)(3) | Indianapolis, IN | ||
| 8 | Valley Cities Counseling and Consultation (VCCC) | 501(c)(3) | Kent, WA | ||
| 9 | Developmental Disabilities Resource Center (DDRC) | 501(c)(3) | Lakewood, CO | ||
| 10 | Epworth Villa | 501(c)(3) | Oklahoma City, OK | ||
| ... | and 32 more Matrix Financial Solutions not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Matrix Financial Solutions in the nonprofit sector include M&T Bank, Comerica Bank, RBC Wealth Management, Charles Schwab Bank, Great West Life and Annuity, Brighthouse Life Insurance Company, Ubs Financial Services Inc, Newport Group, Inc., Ascensus, and Vanguard Group, Inc..
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