Capfinancial Partners, LLC is a firm that provides financial advisor, tax accounting, investment management, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Capfinancial Partners, LLC clients are colleges, universities, and professional schools, grantmaking foundations, elementary and secondary schools, and hospitals with revenues ranging from $27 million to $700 million.
Previous legal names, trade names, or just variations of their name include: Cap Financial Partners LLP.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Northwestern University | 501(c)(3) | Evanston, IL | ||
| 2 | Dana-Farber Cancer Institute | 501(c)(3) | Boston, MA | ||
| 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 | Intermediaryed | 501(c)(3) | Mount Vernon, IA | ||
| 10 | Robert W Woodruff Arts Center | 501(c)(3) | Atlanta, GA | ||
| ... | and 196 more Capfinancial Partners, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capfinancial Partners, LLC in the nonprofit sector include Wells Fargo Bank, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Mercer, Conduent HR Consulting, LLC, Capfinancial Partners, Towers Watson, Valic, Gallagher Benefit Services Inc, and Global Retirement Partners LLC.
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