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, vocational rehabilitation services, and hospitals with revenues ranging from $16 million to $53 million.
Previous legal names, trade names, or just variations of their name include: Envestnet Retirement Solutions; and Envestnet Retirement Solutions, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Oaks Integrated Care | 501(c)(3) | Mount Holly, NJ | ||
| 2 | Longhorn Village | 501(c)(3) | Austin, TX | ||
| 3 | Fred Finch Youth Center (FFYC) | 501(c)(3) | Oakland, CA | ||
| 4 | Community Solutions (CSI) | 501(c)(3) | Windsor, CT | ||
| 5 | Roland Park Place (RPP) | 501(c)(3) | Baltimore, MD | ||
| 6 | Mental Health Association of Rockland County | 501(c)(3) | Valley Cottage, NY | ||
| 7 | My Own Place | 501(c)(3) | Hyattsville, MD | ||
| 8 | South Lake Hospital | 501(c)(3) | Clermont, FL | ||
| 9 | North Canyon Medical Center (NCMC) | 501(c)(3) | Gooding, ID | ||
| 10 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| ... | and 45 more Envestnet Retirement Solutions, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Envestnet Retirement Solutions, LLC in the nonprofit sector include Prime Buchholz and Associates, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Ubs Financial Services, Raymond James Financial Services, The Segal Company, Cambridge Investment Research, Healthcare Community Securities Cor, Segall Bryant and Hamill, and US Bank.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.