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, 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 $165 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 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 4 | St. Thomas School | 501(c)(3) | Medina, WA | ||
| 5 | Butler University | 501(c)(3) | Indianapolis, IN | ||
| 6 | Hamline University | 501(c)(3) | Saint Paul, MN | ||
| 7 | Wabash College | 501(c)(3) | Crawfordsville, IN | ||
| 8 | McKendree University | 501(c)(3) | Lebanon, IL | ||
| 9 | The Blake School | 501(c)(3) | Hopkins, MN | ||
| 10 | IIT RESearch INSTITUTE | 501(c)(3) | Chicago, IL | ||
| ... | and 23 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Capfinancial Partners, LLC, Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Morningstar, Bank Of New York Mellon, Sei Investments, Matrix Trust Company, Fidelity, Kestra Advisory Services LLC, and Valic.
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