Cause IQ vendor profile

State Street Bank and Trust


State Street Bank and Trust is a firm that provides fiduciary trustee, investment management, commercial bank, financial advisor, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and California (although they are present in other states as well).

Most State Street Bank and Trust clients are hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $52 million to $703 million.

Previous legal names, trade names, or just variations of their name include: State Street Bank and Trust Co..

Primary location:
Boston, MA
All locations:
MA
Identified clients:
20
Avg client size:
$1.7 bil revenue
Median client size:
$129 mil revenue

State Street Bank and Trust client list

 NameTypeLocation
1Conrad N. Hilton Foundation501(c)(3)Westlake Village, CA
2Kaiser Foundation Health Plan (KFHP)501(c)(3)Oakland, CA
3Beth Israel Lahey Health501(c)(3)Cambridge, MA
4Boston Symphony Orchestra501(c)(3)Boston, MA
5The Queen's Health Systems501(c)(3)Honolulu, HI
6Marshfield Medical Center-Beaver Dam (BDCH)501(c)(3)Beaver Dam, WI
7MaineGeneral Health501(c)(3)Augusta, ME
8UC Health501(c)(3)Cincinnati, OH
9Catholic Medical Center501(c)(3)Manchester, NH
10Health and Welfare Trust Fund Local 103 IBEW501(c)(9)Boston, MA
...and 10 more State Street Bank and Trust not-for-profit tax-exempt clients identified by Cause IQ

State Street Bank and Trust competitors

Competitors to State Street Bank and Trust in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Fiduciary Investment Advisors, State Street Global Advisors, Sei, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, Fidelity, and State Street Bank.

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