Cause IQ vendor profile

M&T Bank


M&T Bank is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Maryland (although they are present in other states as well).

Most M&T Bank clients are health and welfare funds with revenues ranging from $26 million to $140 million.

Previous legal names, trade names, or just variations of their name include: M and T Bank; and Wilmington Trust Co M&T Bank Corporation.

Primary location:
Buffalo, NY
Clients in:
PA, NY
Identified clients:
28
Avg client size:
$155 mil revenue
Median client size:
$48 mil revenue

M&T Bank client list

  Name Type Location
1 Toward Independent Living and Learning (TILL) 501(c)(3) Dedham, MA
2 CRISTA Ministries 501(c)(3) Shoreline, WA
3 Chapin Hall Center for Children 501(c)(3) Chicago, IL
4 Palm Beach Atlantic University (PBA) 501(c)(3) West Palm Beach, FL
5 The Denver Hospice and Optio Health 501(c)(3) Denver, CO
6 Facing History and Ourselves 501(c)(3) Boston, MA
7 American Productivity and Quality Center 501(c)(3) Houston, TX
8 Chicago Historical Society (CHM) 501(c)(3) Chicago, IL
9 Holzer Health System 501(c)(3) Gallipolis, OH
10 RRH Hospice Care and RRH Home Care 501(c)(3) Rochester, NY
... and 18 more M&T Bank not-for-profit tax-exempt clients identified by Cause IQ

M&T Bank competitors

Competitors to M&T Bank in the nonprofit sector include Capfinancial Partners, LLC, Cambridge Investment Research Inc, RBC Capital Markets, Ubs Financial Services, Inc., Voya Retirement Insurance and Annuity Co., Global Retirement Partners LLC, Raymond James and Associates, Metlife Insurance Company, Prudential, and Milliman.

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