Cause IQ vendor profile

Usi Advisors Inc


Usi Advisors Inc is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Washington, New York, and Nebraska (although they are present in other states as well).

Most Usi Advisors Inc clients are hospitals, outpatient health care practitioners and facilities, and individual and family services with revenues ranging from $31 million to $153 million.

Primary location:
Glastonbury, CT
Clients in:
CT
Identified clients:
52
Avg client size:
$165 mil revenue
Median client size:
$56 mil revenue

Usi Advisors Inc client list

  Name Type Location
1 Food Marketplace 501(c)(6) Arlington, VA
2 Candid 501(c)(3) New York, NY
3 Center for American Progress (CAP) 501(c)(3) Washington, DC
4 Human Rights Campaign 501(c)(4) Washington, DC
5 The Lighthouse for The Blind 501(c)(3) Seattle, WA
6 Birch Family Services 501(c)(3) New York, NY
7 The Bush School 501(c)(3) Seattle, WA
8 University Child Development School (UCDS) 501(c)(3) Seattle, WA
9 CareOregon 501(c)(3) Portland, OR
10 Ochin 501(c)(3) Portland, OR
... and 42 more Usi Advisors Inc not-for-profit tax-exempt clients identified by Cause IQ

Usi Advisors Inc competitors

Competitors to Usi Advisors Inc in the nonprofit sector include Principal, Marquette and Associates, Leafhouse Financial Advisors, LLC, Fidelity, Kestra Advisory Services LLC, Fiduciary Investment Advisors, Healthcare Community Securities Cor, Cambridge Investment Research, RBC Capital Markets, and Ubs Financial Services, Inc..

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!