Cause IQ vendor profile

Charles Schwab Bank


Charles Schwab Bank is a company that provides commercial bank, investment management, fiduciary trustee, administrative support, and financial advisor 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 Charles Schwab Bank clients are hospitals, outpatient health care practitioners and facilities, and civic and social organizations with revenues ranging from $24 million to $247 million.

Primary location:
San Franciso, CA
All locations:
CA
Identified clients:
67
Avg client size:
$215 mil revenue
Median client size:
$45 mil revenue

Charles Schwab Bank client list

 NameTypeLocation
1The Heritage Foundation501(c)(3)Washington, DC
2Los Angeles Jewish Home for the Aging501(c)(3)Reseda, CA
3Phillips Exeter Academy (PEA)501(c)(3)Exeter, NH
4Jewish Family and Children's Services (JFCS)501(c)(3)San Francisco, CA
5Relay Graduate School of Education501(c)(3)New York, NY
6Deaconess Abundant Life Communities501(c)(3)Concord, MA
7Western Growers Association501(c)(6)Irvine, CA
8Richmond University Medical Center (RUMC)501(c)(3)Staten Island, NY
9Melody Health / Planned Parenthoodorange and San Bernardino Counties Inc501(c)(3)Anaheim, CA
10Virginia Garcia Memorial Health Center (VGMHC)501(c)(3)Aloha, OR
...and 57 more Charles Schwab Bank not-for-profit tax-exempt clients identified by Cause IQ

Charles Schwab Bank competitors

Competitors to Charles Schwab Bank in the nonprofit sector include Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Raymond James and Associates, Fidelity, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Capital Research and Management Company, and Ubs Financial Services, Inc..

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