Cause IQ vendor profile

Onedigital Investment Advisors


Onedigital Investment Advisors is a firm that provides financial advisor, investment management, third party administration, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).

Most Onedigital Investment Advisors clients are elementary and secondary schools, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $29 million to $170 million.

Previous legal names, trade names, or just variations of their name include: Onedigital Investment Advisors LLC; and One Digital Investment Advisors LL.

Primary location:
Overland Park, KS
Clients in:
KS, TX
Identified clients:
129
Avg client size:
$122 mil revenue
Median client size:
$43 mil revenue

Onedigital Investment Advisors client list

  Name Type Location
1 ClimateWorks Foundation 501(c)(3) San Francisco, CA
2 Sesame Workshop (SW) 501(c)(3) New York, NY
3 United Way of Greater Atlanta 501(c)(3) Atlanta, GA
4 Arthritis Foundation 501(c)(3) Atlanta, GA
5 The American Institute of Architects (AIA) 501(c)(6) Washington, DC
6 National Association of Manufacturers (NAM) 501(c)(6) Washington, DC
7 Public Library of Science (PLOS) 501(c)(3) Alhambra, CA
8 Water Environment Federation (WEF) 501(c)(3) Alexandria, VA
9 National Quality Forum 501(c)(3) Washington, DC
10 Trout Unlimited 501(c)(3) Arlington, VA
... and 119 more Onedigital Investment Advisors not-for-profit tax-exempt clients identified by Cause IQ

Onedigital Investment Advisors competitors

Competitors to Onedigital Investment Advisors in the nonprofit sector include Capfinancial Partners, LLC, Towers Watson, Fiduciary Investment Advisors, JP Morgan Chase, Benefit Plans Admin Services, Inc., US Bank, Minnesota Life Insurance Company, Adp, RBC Capital Markets, and Transamerica Retirement Solutions.

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