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 and elementary and secondary schools with revenues ranging from $46 million to $152 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Trinity Episcopal School | 501(c)(3) | New York, NY | ||
| 2 | Nightingale Bamford 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 | Chicago Public Media | 501(c)(3) | Chicago, IL | ||
| 6 | Elmhurst University | 501(c)(3) | Elmhurst, IL | ||
| 7 | Aurora University (AU) | 501(c)(3) | Aurora, IL | ||
| 8 | Eastern University (EU) | 501(c)(3) | Saint Davids, PA | ||
| 9 | Bank Street College of Education | 501(c)(3) | New York, NY | ||
| 10 | Saint Ann's School | 501(c)(3) | Brooklyn, NY | ||
| ... | and 62 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Raymond James and Associates, Marquette and Associates, Pensionmark Financial Group LLC, CBIZ Benefits and Insurance Services, Stancorp Financial Group, Matrix Trust Company, Commonwealth Financial Network, CMFG Life Insurance Company, Massachusetts Mutual Life Ins. Co., and Fidelity.
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