Capfinancial Partners, LLC is a firm that provides financial advisor, investment management, tax accounting, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Massachusetts (although they are present in other states as well).
Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, grantmaking foundations, and hospitals with revenues ranging from $24 million to $684 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 2 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 3 | Boston Children's Hospital | 501(c)(3) | Boston, MA | ||
| 4 | Georgetown University | 501(c)(3) | Washington, DC | ||
| 5 | The George Washington University (GWU) | 501(c)(3) | Ashburn, VA | ||
| 6 | Brown University | 501(c)(3) | Providence, RI | ||
| 7 | American University (AU) | 501(c)(3) | Washington, DC | ||
| 8 | Catholic University of America (CUA) | 501(c)(3) | Washington, DC | ||
| 9 | Act | 501(c)(3) | Iowa City, IA | ||
| 10 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| ... | and 200 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Towers Watson, Wells Fargo Bank, Conduent HR Consulting, LLC, Edward Jones, Mercer, Merrill Lynch Pierce Fenner and Smith, Morningstar, Minnesota Life Insurance Company, Fidelity Investments Institutional, and Ubs Financial Services, Inc..
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