Cause IQ vendor profile

Envestnet Retirement Solutions, LLC


Envestnet Retirement Solutions, LLC is a firm that provides financial advisor, investment management, consulting services, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Envestnet Retirement Solutions, LLC clients are outpatient health care practitioners and facilities, hospitals, and vocational rehabilitation services with revenues ranging from $23 million to $99 million.

Previous legal names, trade names, or just variations of their name include: Envestnet Retirement Solutions; and Envestnet Retirement Solutions, LL.

Primary location:
Denver, CO
All locations:
CO
Identified clients:
95
Avg client size:
$54 mil revenue
Median client size:
$30 mil revenue

Envestnet Retirement Solutions, LLC client list

 NameTypeLocation
1Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
2National Association of Secondary -school Principals (NASSP)501(c)(3)Reston, VA
3Animal Humane Society501(c)(3)Golden Valley, MN
4Oaks Integrated Care501(c)(3)Mount Holly, NJ
5Longwood Gardens501(c)(3)Kennett Square, PA
6Peconic Landing501(c)(3)Greenport, NY
7Longhorn Village501(c)(3)Austin, TX
8WeAchieve501(c)(3)Silver Spring, MD
9Legacy Community Health Services501(c)(3)Houston, TX
10Parker Jewish Institute for Health Care and Rehabilitation501(c)(3)New Hyde Park, NY
...and 85 more Envestnet Retirement Solutions, LLC not-for-profit tax-exempt clients identified by Cause IQ

Envestnet Retirement Solutions, LLC competitors

Competitors to Envestnet Retirement Solutions, LLC in the nonprofit sector include Dimeo Schneider, M&T Bank, Newport Trust Company, Newport Group, Inc., Sageview Advisory Group, LLC, Income Research and Management, Vanguard Group, Inc., Sei Investments, Ascensus, and Morgan Stanley Smith Barney LLC.

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