Sagepoint Financial is a firm that provides financial advisor, insurance agent or broker, investment management, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Illinois (although they are present in other states as well).
Most Sagepoint Financial clients are legal services and religious organizations with revenues ranging from $25 million to $25 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Public Counsel (PC) | 501(c)(3) | Los Angeles, CA |
| 2 | De Lasalle Institute | 501(c)(3) | Chicago, IL |
Competitors to Sagepoint Financial in the nonprofit sector include Healthcare Community Securities Cor, Cambridge Investment Research, Cambridge Investment Research Inc, Northwestern Mutual Investment Serv, Ubs, Leafhouse Financial Advisors, LLC, Pentegra Services Inc., Royal Alliance Associates Inc, Stifel Nicolaus, and M&T Bank.
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