Planpilot, LLC is a firm that provides investment management, financial advisor, consulting services, third party administration, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most Planpilot, LLC clients are colleges, universities, and professional schools, elementary and secondary schools, and religious organizations with revenues ranging from $46 million to $175 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Nightingale Bamford School | 501(c)(3) | New York, NY | ||
| 2 | The Browning School | 501(c)(3) | New York, NY | ||
| 3 | Drake University | 501(c)(3) | Des Moines, IA | ||
| 4 | Ethical Culture Fieldston School (ECFS) | 501(c)(3) | New York, NY | ||
| 5 | Newark Academy | 501(c)(3) | Livingston, NJ | ||
| 6 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 7 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 8 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 9 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 10 | Bank Street College of Education | 501(c)(3) | New York, NY | ||
| ... | and 66 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include State Street Bank and Trust, Resources Investment Advisors, Inc., Definiti, LLC, Usi Consulting Group, Cetera Advisor Networks, LLC, Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, Mercer, Marsh and Mclennan Agency, and Marsh and Mclennan Agency, LLC.
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