Matrix Financial Solutions is a firm that provides investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California and Washington (although they are present in other states as well).
Most Matrix Financial Solutions clients are outpatient health care practitioners and facilities, religious organizations, health and disease research fundraising organizations, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $122 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Elwyn of Pennsylvania and Delaware | 501(c)(3) | Elwyn, PA | ||
| 3 | Acero Charter Schools (UCSN) | 501(c)(3) | Chicago, IL | ||
| 4 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 5 | By The Bay Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 6 | Monongahela Valley Hospital (MVH) | 501(c)(3) | Monongahela, PA | ||
| 7 | BHI Senior Living Incorporated | 501(c)(3) | Indianapolis, IN | ||
| 8 | Valley Cities Counseling and Consultation (VCCC) | 501(c)(3) | Kent, WA | ||
| 9 | Occupational Training Center of Burlington County (OTC) | 501(c)(3) | Burlington, NJ | ||
| 10 | Venture Together | 501(c)(3) | Nanuet, NY | ||
| ... | and 25 more Matrix Financial Solutions not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Matrix Financial Solutions in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Ubs Financial Services, Inc., RBC Capital Markets, Sei, US Bank, JP Morgan Chase, and The Segal Company.
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