Cause IQ vendor profile

Matrix Trust Company

Matrix Trust Company is a firm that provides fiduciary trustee, investment management, commercial bank, professional and technical services, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Matrix Trust Company clients are outpatient health care practitioners and facilities with revenues ranging from $21 million to $173 million.

Previous legal names, trade names, or just variations of their name include: Matrix Trust Company, LLC.

Primary location:
Denver, CO
All locations:
Identified clients:
Avg client size:
$107 mil revenue
Median client size:
$40 mil revenue

Matrix Trust Company client list

1Best Friends Animal Society501(c)(3)Kanab, UT
2Elwyn501(c)(3)Elwyn, PA
3Justice Resource Institute (JRI)501(c)(3)Needham, MA
4Community Health Care501(c)(3)Tacoma, WA
5Facing History and Ourselves501(c)(3)Brookline, MA
6Legal Aid Society of Suffolk County501(c)(3)Central Islip, NY
7Waymakers (CSP)501(c)(3)Santa Ana, CA
8Chicago Historical Society (CHM)501(c)(3)Chicago, IL
9Benjamin Rose Institute on Aging501(c)(3)Cleveland, OH
10Loma Linda University Health501(c)(3)Loma Linda, CA
...and 21 more Matrix Trust Company not-for-profit tax-exempt clients identified by Cause IQ

Matrix Trust Company competitors

Competitors to Matrix Trust Company in the nonprofit sector include Ubs Financial Services, Eagle Capital Management LLC, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Morgan Stanley Smith Barney, State Street Global Advisors, Metlife, Bank Of America, N.a., Neuberger Berman, and Jpmorgan Chase Bank Na.

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