Planpilot, LLC is a firm that provides financial advisor, investment management, consulting services, third party administration, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and New York (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 $45 million to $185 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 | Noble and Greenough School | 501(c)(3) | Dedham, MA | ||
| ... | and 62 more Planpilot, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Planpilot, LLC in the nonprofit sector include Aon Hewitt, Newport Trust Company, Newport Group, Inc., Ubs Financial Services Inc, Ascensus, Alliant Insurance Services, Inc., Sei Investments, CBIZ, Variable Annuity Life Insurance Company, and RBC Wealth Management.
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