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 $15 million to $119 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Elwyn of Pennsylvania and Delaware | 501(c)(3) | Elwyn, PA | ||
| 3 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 4 | Acero Charter Schools (UCSN) | 501(c)(3) | Chicago, IL | ||
| 5 | BY the BAY Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 6 | Penn Highlands Mon Valley (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 | Epworth Villa | 501(c)(3) | Oklahoma City, OK | ||
| ... | and 20 more Matrix Financial Solutions not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Matrix Financial Solutions in the nonprofit sector include Trowe Price, TD Ameritrade, J P Morgan, Jpmorgan Chase Bank Na, Eagle Capital Management LLC, State Street Bank and Trust Company, Nationwide, Merrill Lynch Pierce Fenner and Smith, Massachusetts Mutual Life Ins Company, and Reliance Trust Company.
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