Cause IQ vendor profile

Truist Bank


Truist Bank is a firm that provides fiduciary trustee, commercial bank, investment management, third party administration, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Tennessee, Florida, Maryland, Georgia, and North Carolina (although they are present in other states as well).

Most Truist Bank clients are health and welfare funds, hospitals, professional associations, labor unions, and grantmaking foundations with revenues ranging from $8.6 million to $472 million.

Primary location:
Orlando, FL
Clients in:
NC, GA, FL
Identified clients:
37
Avg client size:
$110 mil revenue
Median client size:
$19 mil revenue

Truist Bank client list

  Name Type Location
1 Robert W Woodruff Arts Center 501(c)(3) Atlanta, GA
2 Fay S and W Barrett Howell Family Foundation 501(c)(3) Garden City, NY
3 Fermi Research Alliance LLC 501(c)(3) Batavia, IL
4 Luminis Health Anne Arundel Medical Center (AAMC) 501(c)(3) Annapolis, MD
5 Carroll Hospital 501(c)(3) Westminster, MD
6 Institute of Nuclear Power Operations (INPO) 501(c)(3) Atlanta, GA
7 Robert W Woodruff Health Sciences Center Fund 501(c)(3) Atlanta, GA
8 Gerontological Society of America 501(c)(3) Washington, DC
9 The Bill Gatton Foundation 501(c)(3) Bristol, TN
10 Wayne Memorial Hospital 501(c)(3) Goldsboro, NC
... and 27 more Truist Bank not-for-profit tax-exempt clients identified by Cause IQ

Truist Bank competitors

Competitors to Truist Bank in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, RBC Capital Markets, Sei, Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Kestra Advisory Services LLC, Raymond James and Associates, Principal, and Matrix Trust Company.

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