Onedigital Investment Advisors is a firm that provides financial advisor, investment management, third party administration, consulting services, and administrative support 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 and outpatient health care practitioners and facilities with revenues ranging from $30 million to $187 million.
Previous legal names, trade names, or just variations of their name include: Onedigital Investment Advisors LLC; and One Digital Investment Advisors LL.
| 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 | The American Institute of Architects (AIA) | 501(c)(6) | Washington, DC | ||
| 5 | Arthritis Foundation | 501(c)(3) | Atlanta, GA | ||
| 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 | Community Partners in Action (CPA) | 501(c)(3) | Hartford, CT | ||
| 10 | National Quality Forum | 501(c)(3) | Washington, DC | ||
| ... | and 136 more Onedigital Investment Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Onedigital Investment Advisors in the nonprofit sector include Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Great-West Life and Annuity Insurance Co., Reliance Trust Company, Prudential Retirement Insurance and, Resources Investment Advisors, Inc., Definiti, LLC, State Street Bank and Trust, Marsh and Mclennan Agency, LLC, and Nationwide.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.