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, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $31 million to $175 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:
133
Avg client size:
$122 mil revenue
Median client size:
$47 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 123 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 Transamerica Retirement Solutions, NFP Retirement Inc., Benefit Plans Admin Services, Inc., Towers Watson, Morningstar, Captrust, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, JP Morgan Chase, and Adp.

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