Cause IQ vendor profile

The Meltzer Group


The Meltzer Group is a firm that provides insurance agent or broker, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Maryland, and Virginia (although they are present in other states as well).

Most The Meltzer Group clients are elementary and secondary schools, religious organizations, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $35 million to $298 million.

Previous legal names, trade names, or just variations of their name include: The Meltzer Group Inc LLC.

Primary location:
Bethesda, MD
Clients in:
MD, ME, MA
Identified clients:
80
Avg client size:
$139 mil revenue
Median client size:
$49 mil revenue

The Meltzer Group client list

 NameTypeLocation
1CFA Institute501(c)(6)Charlottesville, VA
2Kipp DC Public Charter Schools501(c)(3)Washington, DC
3SoundExchange501(c)(6)Washington, DC
4Association of American Railroads (AAR)501(c)(6)Washington, DC
5American Gas Association (AGA)501(c)(6)Washington, DC
6Girl Scout Council of the Nation's Capital (GSCNC)501(c)(3)Washington, DC
7The Seed Foundation501(c)(3)Washington, DC
8Melwood Enterprises501(c)(3)Upper Marlboro, MD
9In-Q-Tel501(c)(3)Tysons, VA
10Uli - The Urban Land Institute501(c)(3)Washington, DC
...and 70 more The Meltzer Group not-for-profit tax-exempt clients identified by Cause IQ

The Meltzer Group competitors

Competitors to The Meltzer Group in the nonprofit sector include Ascensus, RBC Wealth Management, Aon Hewitt, M&T Bank, Newport Group, Inc., Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Variable Annuity Life Insurance Co., Variable Annuity Life Insurance Company, and MML Insurance Agency LLC.

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!