Cause IQ vendor profile

Morningstar


Morningstar is a firm that provides financial advisor, investment management, insurance agent or broker, consulting services, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Morningstar clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $19 million to $457 million.

Primary location:
Chicago, IL
Clients in:
CT, IL
Identified clients:
55
Avg client size:
$192 mil revenue
Median client size:
$38 mil revenue

Morningstar client list

 NameTypeLocation
1Church Avenue Merchants Block Association (CAMBA)501(c)(3)Brooklyn, NY
2Bread For The World501(c)(4)Washington, DC
3The Nelson Gallery Foundation501(c)(3)Kansas City, MO
4The Arc of Essex County501(c)(3)Livingston, NJ
5Community Healthcare of Texas (CHOT)501(c)(3)Fort Worth, TX
6Hebrew Seniorlife501(c)(3)Boston, MA
7Bayside Community Network501(c)(3)Elkton, MD
8Pomona Valley Hospital Medical Center (PVHMC)501(c)(3)Pomona, CA
9Low Income Investment Fund (LIIF)501(c)(3)San Francisco, CA
10Cobble Hill Health Center501(c)(3)Brooklyn, NY
...and 45 more Morningstar not-for-profit tax-exempt clients identified by Cause IQ

Morningstar competitors

Competitors to Morningstar in the nonprofit sector include Ascensus, RBC Wealth Management, Aon Hewitt, Ubs Financial Services Inc, Variable Annuity Life Insurance Company, Newport Group, Inc., Kestra Investment Services LLC, Cetera Advisor Networks, LLC, Edward Jones, and Usi Consulting Group.

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