Eaton Vance is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Georgia, and Pennsylvania (although they are present in other states as well).
Most Eaton Vance clients are hospitals, health and welfare funds, outpatient health care practitioners and facilities, electric power generation, transmission, and distribution establishments, and individual and family services with revenues ranging from $31 million to $304 million.
Previous legal names, trade names, or just variations of their name include: Eaton Vance Corp..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 2 | Richmond University Medical Center (RUMC) | 501(c)(3) | Staten Island, NY | ||
| 3 | University of Maryland Faculty Physicians (FPI) | 501(c)(3) | Baltimore, MD | ||
| 4 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 5 | American Water Works Association | 501(c)(3) | Denver, CO | ||
| 6 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 7 | Hannibal Regional Healthcare System (HRHS) | 501(c)(3) | Hannibal, MO | ||
| 8 | Kansas State University Foundation | 501(c)(3) | Manhattan, KS | ||
| 9 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 10 | Fulton County Medical Center (FCMC) | 501(c)(3) | MC Connellsburg, PA | ||
| ... | and 24 more Eaton Vance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Eaton Vance in the nonprofit sector include Charles Schwab Bank, Great West Life and Annuity Company, Dimeo Schneider, Axa Equitable Life Insurance Compan, Voya Retirement Ins and Annuity Company, Massachusetts Mutual Life Insurance Co., MML Insurance Agency LLC, M&T Bank, Principal Securities Inc, and Metropolitan Life Insurance.
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