Investment Advisors
Investment Advisors rely on us to help them identify Private Foundations in their geographic area and to determine the key individuals associated with these organizations. We work with central sales, marketing and business development teams of regional and national investment advisory firms and also with individual field sales representatives to provide them with unique foundation insights.
The ability to view Private Foundations by state, county and city using interactive online maps, conduct further analysis in Excel and to identify existing Private Foundation clients with an EIN match is highly valued by investment advisors.