Fiducient Advisors is a firm that provides financial advisor, investment management, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts (although they are present in other states as well).
Most Fiducient Advisors clients are colleges, universities, and professional schools, grantmaking foundations, and health and welfare funds with revenues ranging from $12 million to $215 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Springfield College | 501(c)(3) | Springfield, MA | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | International Medical Corps (IMC) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Brandeis University | 501(c)(3) | Waltham, MA | ||
| 5 | Bryn Mawr College | 501(c)(3) | Bryn Mawr, PA | ||
| 6 | Curry College | 501(c)(3) | Milton, MA | ||
| 7 | Erikson Institute | 501(c)(3) | Chicago, IL | ||
| 8 | Connecticut Hospital Association Incorporated | 501(c)(6) | Wallingford, CT | ||
| 9 | Effie and Wofford Cain Foundation | 501(c)(3) | Austin, TX | ||
| 10 | Houston Jewish Community Foundation | 501(c)(3) | Houston, TX | ||
| ... | and 22 more Fiducient Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fiducient Advisors in the nonprofit sector include Alerus Financial, N.a., Valic, Commonwealth Financial Network, Matrix Trust Company, Ubs, Raymond James and Associates, Fidelity, Newport Trust Company, Vanguard Group, Inc., and Bank Of New York Mellon.
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