Cause IQ vendor profile

Bmo Harris Bank Na


Bmo Harris Bank Na is a firm that provides tax accounting, commercial bank, fiduciary trustee, investment management, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Wisconsin, Missouri, and Illinois (although they are present in other states as well).

Most Bmo Harris Bank Na clients are health and welfare funds, grantmaking foundations, and pension funds with revenues ranging from $7.9 million to $139 million.

Primary location:
Milwaukee, WI
Clients in:
WI
Identified clients:
26
Avg client size:
$142 mil revenue
Median client size:
$4.7 mil revenue

Bmo Harris Bank Na client list

  Name Type Location
1 Massachusetts Medical Society 501(c)(6) Waltham, MA
2 Care Wisconsin First 501(c)(3) Wauwatosa, WI
3 Wisconsin Alumni Research Foundation (WARF) 501(c)(3) Madison, WI
4 Lumina Foundation 501(c)(3) Indianapolis, IN
5 The Oscar Rennebohm Foundation 501(c)(3) Madison, WI
6 Mercy Health System Corporation 501(c)(3) Janesville, WI
7 The Members Retirement Plan (ILPF) 501(c)(18) St Charles, IL
8 Community Blood Center of Greater Kansas City 501(c)(3) Kansas City, MO
9 Iupat DC35 501(c)(9) Roslindale, MA
10 BAC Administrative District Council 1 of Illinois 501(c)(9) Elmhurst, IL
... and 16 more Bmo Harris Bank Na not-for-profit tax-exempt clients identified by Cause IQ

Bmo Harris Bank Na competitors

Competitors to Bmo Harris Bank Na in the nonprofit sector include US Bank, Jpmorgan Chase Bank Na, PNC Bank, Commerce Trust Company, Northern Trust, SunTrust Bank, Bank Of America, N.a., Capfinancial Partners, LLC, State Street Global Advisors, and Fifth Third Bank.

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