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 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 $31 million to $189 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:
TX, KS
Identified clients:
144
Avg client size:
$126 mil revenue
Median client size:
$46 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 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 134 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 State Street Bank and Trust, Edward Jones, Cetera Advisor Networks, LLC, Resources Investment Advisors, Inc., Pentegra Services Inc., Prudential Retirement Insurance and, The Angell Pension Group, Inc., Marsh and Mclennan Agency, Marsh and Mclennan Agency, LLC, and Great-West Life and Annuity Insurance Co..

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