Cause IQ vendor profile

Matrix Trust Company


Matrix Trust Company is a company that provides commercial bank, fiduciary trustee, investment management, administrative support, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and Washington (although they are present in other states as well).

Most Matrix Trust Company clients are outpatient health care practitioners and facilities, hospitals, and trade associations with revenues ranging from $15 million to $107 million.

Previous legal names, trade names, or just variations of their name include: Matrix Trust Company LLC.

Primary location:
Denver, CO
All locations:
CO, AZ
Identified clients:
90
Avg client size:
$83 mil revenue
Median client size:
$35 mil revenue

Matrix Trust Company client list

 NameTypeLocation
1American Health Care Association (AHCA)501(c)(6)Washington, DC
2National Wildlife Federation501(c)(3)Reston, VA
3Elwyn of Pennsylvania and Delaware501(c)(3)Elwyn, PA
4Noble Schools501(c)(3)Chicago, IL
5Selfhelp Community Services501(c)(3)New York, NY
6Ohio Education Association501(c)(6)Columbus, OH
7Seattle Academy of Arts and Sciences501(c)(3)Seattle, WA
8United Dairy Industry Association (DMI)501(c)(6)Rosemont, IL
9Chapin Hall Center for Children Chapin Hall at the University of Chicago501(c)(3)Chicago, IL
10Washington State Hospital Association501(c)(6)Seattle, WA
...and 80 more Matrix Trust Company not-for-profit tax-exempt clients identified by Cause IQ

Matrix Trust Company competitors

Competitors to Matrix Trust Company in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., JP Morgan Chase, State Street Global Advisors, Capfinancial Partners, LLC, US Bank, Global Retirement Partners LLC, Kestra Advisory Services LLC, Raymond James and Associates, and Fidelity.

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