Our Customers
Data tools for nonprofit financial advisory firms
Focus on the right institutions and foundations, and find more prospects like them
Your business development team wants to better identify ideal institutional and foundation clients, not fight with messy and disparate data, bounced email addresses, or clunky legacy tools.
You want to easily find everything you need to know about a prospective client, not spend hours wading through multiple websites, PDFs, and internet searches.
Cause IQ provides the institution and foundation information you need all in one easy-to-use website, including investable asset characteristics, program areas, and current service providers.
Plus, our powerful tools help you generate bulk reports, benchmark clients, and enrich your existing lists and CRM data.
Financial services customers include
Solutions for selling to institutions and foundations at nonprofit financial advisory firms
Solutions for selling to institutions and foundations at nonprofit financial advisory firms
Find organizations
Use Cause IQ's search filter sidebar to find new organizations in your specific target market. Learn more
Determine budgets
View expenditure areas and vendor contract amounts. Learn more
Enhance attendee lists
Automatically match attendee list records to narrow down on relevant organizations. Learn more
Answer client questions
Gain quick insights into compensation and organizations across time and peer group. Learn more
Pull client lists
Find out which organizations vendors work with. Learn more
See vendor interactions
View accounting firms, software firms, and others that an organization is using. Learn more
Export bulk reports
Generate reports of organization details and personnel records. Learn more
Qualify organizations
View key financial and descriptive information on an organization. Learn more
Analyze vendor pricing
Compare service fees across peer organizations, including changes over time. Learn more
Tools and integrations for financial services firms
Data for nonprofit financial advisory firms
Researchers Organization and personnel profiles with a human touch, including manually-researched descriptions and categories
Form 990 Detailed organization financials, including investable asset characteristics and investment management expenditures
Secret sauce Classification of mission, vision, structure, activities, NAICS codes, and NTEE codes
Form 5500 Audit firms, insurance brokers, and financial advisors, in addition to general information on the employee benefit plans
Data Partners Other companies that provide additional details on organizations and their key personnel
Personnel Watcher Notifications on when personnel get hired or leave an organization, individually or across market segments
“Cause IQ has been a great tool for business development research. The breadth of data captured in each organization's profile makes it simple to create targeted searches, ensuring that we are focusing on the right prospects and the Salesforce integration allows us to map over all of the great data Cause IQ collects seamlessly into our CRM. Additionally, the team at Cause IQ couldn't be more helpful and responsive!”
Kate DeLacy, Director Of Communications, Raffa Wealth Management
