Planpilot, LLC is a firm that provides investment management, consulting services, financial advisor, third party administration, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Ohio, Iowa, and Indiana (although they are present in other states as well).
Most Planpilot, LLC clients are colleges, universities, and professional schools with revenues ranging from $63 million to $154 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Window To the World Communications (WTTW) | 501(c)(3) | Chicago, IL | ||
| 2 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 3 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 4 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 5 | St. Thomas School | 501(c)(3) | Medina, WA | ||
| 6 | Butler University | 501(c)(3) | Indianapolis, IN | ||
| 7 | Hamline University | 501(c)(3) | Saint Paul, MN | ||
| 8 | Wabash College | 501(c)(3) | Crawfordsville, IN | ||
| 9 | McKendree University | 501(c)(3) | Lebanon, IL | ||
| 10 | The Blake School | 501(c)(3) | Hopkins, MN | ||
| ... | and 30 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Morningstar, Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., RBC Capital Markets, Valic, Commonwealth Financial Network, Kestra Advisory Services LLC, Matrix Trust Company, Fidelity, and Well and Good LLC.
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