Cause IQ vendor profile

BB and T


BB and T is a firm that provides fiduciary trustee, administrative support, investment management, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in North Carolina, West Virginia, Pennsylvania, and South Carolina (although they are present in other states as well).

Most BB and T clients are hospitals, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, and vocational rehabilitation services with revenues ranging from $21 million to $111 million.

Previous legal names, trade names, or just variations of their name include: BB&T.

Primary location:
Winston Salem, NC
All locations:
NC, PA
Identified clients:
28
Avg client size:
$118 mil revenue
Median client size:
$27 mil revenue

BB and T client list

 NameTypeLocation
1Integrace501(c)(3)Fort Washington, PA
2Scotland Memorial Hospital501(c)(3)Laurinburg, NC
3Lehigh Valley Hospital - Schuylkill501(c)(3)Allentown, PA
4Goodwill Industries of Northwest North Carolina501(c)(3)Winstonsalem, NC
5Bishop Gadsden Episcopal Retirement Community501(c)(3)Charleston, SC
6Huntsville Rehabilitation Foundation501(c)(3)Huntsville, AL
7Twin Lakes Community501(c)(3)Burlington, NC
8Carolina Family Health Centers501(c)(3)Wilson, NC
9Carol Woods Retirement Community501(c)(3)Chapel Hill, NC
10Quality Insights501(c)(3)Charleston, WV
...and 18 more BB and T not-for-profit tax-exempt clients identified by Cause IQ

BB and T competitors

Competitors to BB and T in the nonprofit sector include Alerus Financial, N.a., Kestra Advisory Services LLC, Matrix Trust Company, Raymond James and Associates, Fidelity, TD Ameritrade Trust Company, Newport Trust Company, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, and Sei Investments.

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