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 operate nationwide, with nonprofit clients using their services across the country.

Most Onedigital Investment Advisors clients are elementary and secondary schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $29 million to $214 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:
Dallas, TX
Clients in:
KS, TX
Identified clients:
146
Avg client size:
$136 mil revenue
Median client size:
$45 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 National Association of Manufacturers (NAM) 501(c)(6) Washington, DC
6 Public Library of Science (PLOS) 501(c)(3) Alhambra, CA
7 Water Environment Federation (WEF) 501(c)(3) Alexandria, VA
8 Community Partners in Action (CPA) 501(c)(3) Hartford, CT
9 National Quality Forum (NQF) 501(c)(3) Washington, DC
10 Trout Unlimited 501(c)(3) Arlington, VA
... and 136 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 Sei Investments, Newport Group, Inc., Planpilot, LLC, RBC Wealth Management, CBIZ, Empower Annuity Insurance Company, Ascensus, Variable Annuity Life Insurance Co., Variable Annuity Life Insurance Company, and Newport Trust Company.

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