Cause IQ vendor profile

Cambridge Investment Research


Cambridge Investment Research is a firm that provides insurance agent or broker, investment management, financial advisor, consulting services, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and Pennsylvania (although they are present in other states as well).

Most Cambridge Investment Research clients are hospitals, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, and vocational rehabilitation services with revenues ranging from $21 million to $248 million.

Primary location:
Fairfield, IA
All locations:
IA
Identified clients:
39
Avg client size:
$264 mil revenue
Median client size:
$37 mil revenue

Cambridge Investment Research client list

 NameTypeLocation
1Cleveland Clinic501(c)(3)Independence, OH
2New England College of Optometry (NECO)501(c)(3)Boston, MA
3Hopewell501(c)(3)Dedham, MA
4Isabella Geriatric Center501(c)(3)New York, NY
5Easterseals Michigan501(c)(3)Auburn Hills, MI
6North Suffolk Community Services501(c)(3)Chelsea, MA
7HealthLinc501(c)(3)Valparaiso, IN
8Planned Parenthood League of Massachusetts (PPLM)501(c)(3)Boston, MA
9Faith Regional Health Services501(c)(3)Norfolk, NE
10Meadville Medical Center (MMC)501(c)(3)Meadville, PA
...and 29 more Cambridge Investment Research not-for-profit tax-exempt clients identified by Cause IQ

Cambridge Investment Research competitors

Competitors to Cambridge Investment Research in the nonprofit sector include Minnesota Life Insurance Company, Ubs Financial Services, Inc., Mma Securities LLC, Ameriprise Financial Services, Raymond James Financial Services, RBC Capital Markets, Capfinancial Partners, LLC, Commonwealth Financial Network, Valic, and Kestra Investment Services LLC.

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