Capfinancial Partners is a firm that provides financial advisor, investment management, consulting services, tax accounting, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Capfinancial Partners clients are colleges, universities, and professional schools, hospitals, elementary and secondary schools, professional associations, and grantmaking foundations with revenues ranging from $24 million to $695 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners, LLC; Capfinancial Partners LLP; and Capfinancial Partners LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 2 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 3 | New York City Ballet | 501(c)(3) | New York, NY | ||
| 4 | Association of American Railroads (AAR) | 501(c)(6) | Washington, DC | ||
| 5 | American Society of Civil Engineers (ASCE) | 501(c)(3) | Reston, VA | ||
| 6 | The Juilliard School | 501(c)(3) | New York, NY | ||
| 7 | National Academy of Sciences | 501(c)(3) | Washington, DC | ||
| 8 | Monmouth University | 501(c)(3) | West Long Branch, NJ | ||
| 9 | Dexter Southfield School | 501(c)(3) | Brookline, MA | ||
| 10 | The Wardlaw Hartridge School (WH) | 501(c)(3) | Edison, NJ | ||
| ... | and 43 more Capfinancial Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners in the nonprofit sector include Towers Watson, Capfinancial Partners, LLC, Conduent HR Consulting, LLC, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Mercer, Cambridge Investment Research, Morningstar, CBIZ Retirement Plan Services, and Minnesota Life Insurance Company.
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