Cause IQ vendor profile

Trust Management Services


Trust Management Services is a firm that provides fiduciary trustee and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Connecticut, Georgia, Texas, and Wisconsin (although they are present in other states as well).

Most Trust Management Services clients are vocational rehabilitation services and individual and family services with revenues ranging from $18 million to $115 million.

Primary location:
San Jose, CA
Clients in:
CA
Identified clients:
4
Avg client size:
$178 mil revenue
Median client size:
$74 mil revenue

Trust Management Services client list

  Name Type Location
1 Cw Resources 501(c)(3) New Britain, CT
2 Goodwill Industries of Southeastern Wisconsin 501(c)(3) Milwaukee, WI
3 Relief Enterprise 501(c)(3) Austin, TX
4 Power Works Industries 501(c)(3) Columbus, GA

Trust Management Services competitors

Competitors to Trust Management Services in the nonprofit sector include Aon Consulting Inc, Gallagher Benefit Services Inc, Wells Fargo Bank, Global Retirement Partners LLC, Vision Service Plan, Capital Research and Management, Kestra Advisory Services LLC, Marquette and Associates, Ameriprise Financial Services, and Adp.

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