Cause IQ vendor profile

Truist Bank


Truist Bank is a firm that provides fiduciary trustee, commercial bank, investment management, financial advisor, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Tennessee, Florida, Georgia, Maryland, and North Carolina (although they are present in other states as well).

Most Truist Bank clients are health and welfare funds, hospitals, labor unions, and grantmaking foundations with revenues ranging from $9.3 million to $323 million.

Primary location:
Orlando, FL
Clients in:
GA, FL, NC
Identified clients:
39
Avg client size:
$98 mil revenue
Median client size:
$20 mil revenue

Truist Bank client list

  Name Type Location
1 Robert W Woodruff Arts Center 501(c)(3) Atlanta, GA
2 Fay S and W Barrett Howell Family Foundation 501(c)(3) Garden City, NY
3 Fermi Research Alliance LLC 501(c)(3) Batavia, IL
4 Luminis Health Anne Arundel Medical Center (AAMC) 501(c)(3) Annapolis, MD
5 Carroll Hospital 501(c)(3) Westminster, MD
6 Robert W Woodruff Health Sciences Center Fund 501(c)(3) Atlanta, GA
7 American Society for Testing and Materials (ASTM) 501(c)(3) West Conshohocken, PA
8 Institute of Nuclear Power Operations (INPO) 501(c)(3) Atlanta, GA
9 Tampa Preparatory School 501(c)(3) Tampa, FL
10 Gerontological Society of America 501(c)(3) Washington, DC
... and 29 more Truist Bank not-for-profit tax-exempt clients identified by Cause IQ

Truist Bank competitors

Competitors to Truist Bank in the nonprofit sector include Well and Good LLC, Metlife Insurance Company, Prudential, Oneamerica Retirement Services LLC, Paychex, Inc., Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Sei, RBC Capital Markets, and Kestra Advisory Services LLC.

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