Company lists · Data refreshed September 2026
Top 25 Nonprofit investment firms based in the United States
RevenueBase identified 284 company matches for nonprofit investment firms associated with the United States as of September 2026 and tracks 3,319 professional contacts across them, including 1,697 with verified work emails. New York is the largest hub.
This list covers company matches for nonprofit investment firms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest nonprofit investment firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 156 contacts → | ||||
Exact match “Social Finance is a national nonprofit and registered investment adviser.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 148 contacts → | ||||
Exact match “Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 110 contacts → | ||||
Exact match “Alto makes it easier for people to invest in private markets through self-directed retirement accounts.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 103 contacts → | ||||
Exact match “TIFF Investment Management is an independent, employee-owned investment firm specializing in OCIO services and alternative investment strategies, including private equity, venture…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 101 contacts → | ||||
Exact match “America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 101 contacts → | ||||
Exact match “Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 89 contacts → | ||||
Exact match “Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 79 contacts → | ||||
Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 65 contacts → | ||||
Exact match “We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 62 contacts → | ||||
Exact match “Founded in 1930, HighGround Advisors is a nonprofit investment management firm and trust services company dedicated to advancing the life-transforming work of our nonprofit client…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 58 contacts → | ||||
Exact match “Calvert Impact is a global impact investment firm that helps everyday investors and financial professionals invest in solutions that benefit people and the planet.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 56 contacts → | ||||
Exact match “Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 55 contacts → | ||||
Exact match “GEF Capital Partners was formed in March 2018 following the completion of a collaborative spinoff from Global Environment Fund, a pioneer in global sustainability and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 54 contacts → | ||||
Exact match “One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 45 contacts → | ||||
Exact match “Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 40 contacts → | ||||
Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 38 contacts → | ||||
Exact match “Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 38 contacts → | ||||
Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “College Street Capital Corporation (CSC), a registered 501(c)(3) charity, looks to educate and prepare students for a career in the investment management industry, placing…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 34 contacts → | ||||
Exact match “Cornerstone provides an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 33 contacts → | ||||
Exact match “Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 31 contacts → | ||||
Exact match “Investing That Reflects Your Faith Inspire Investing helps Christian investors align their portfolios with biblical values by providing education, tools, and access to…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 31 contacts → | ||||
Exact match “IMC is a privately held company that strives to be a responsible owner of businesses that make a positive impact on others.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 31 contacts → | ||||
Exact match “Founded in 1905 by Milton S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 26 contacts → | ||||
Exact match “Most individual investors allocate just 3% to alternatives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “nonprofit investment firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 284 nonprofit investment firms based in the United States
See the full list, filter by size, metro and specialty, and access 1,697 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Nonprofit investment firms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 284 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “nonprofit investment firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 1,697 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “nonprofit investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit investment firms are there based in the United States?
RevenueBase identified 284 company matches for nonprofit investment firms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Social Finance tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit investment firms?
New York leads with 20 company records, followed by San Francisco (10) and Boston (8).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,697 professional contacts with verified work emails tracked across these 284 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 284 nonprofit investment firms based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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Company intelligence · public preview
Top 25 nonprofit investment firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 284 matching company records for nonprofit investment firms based in the United States, with 3,319 tracked contacts and 1,697 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Prime Buchholz LLCprimebuchholz.comHQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ALTOaltoira.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 110 contacts → |
“Alto makes it easier for people to invest in private markets through self-directed retirement accounts.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tiff Investment Managementtiff.orgHQ: Radnor, PA, United StatesReported employees: 51-200 | Radnor, PA, United States | 51-200 | Exact match | 103 contacts → |
“TIFF Investment Management is an independent, employee-owned investment firm specializing in OCIO services and alternative investment strategies, including private equity, venture…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hirtle, Callaghan & COhirtlecallaghan.com HQ: West Conshohocken, PA, United StatesReported employees: 51-200 | West Conshohocken, PA, United States | 51-200 | Exact match | 101 contacts → |
“America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  ONE Capital Management, LLConecapital.comHQ: Westlake Village, CA, United StatesReported employees: 51-200 | Westlake Village, CA, United States | 51-200 | Exact match | 101 contacts → |
“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tiaa Kaspickkaspick.com HQ: Redwood Shores, CA, United StatesReported employees: 51-200 | Redwood Shores, CA, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Offit Capitaloffitcapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Crewcial Partners LLCcrewcialpartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 65 contacts → |
“We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Highground Advisorshighgroundadvisors.org HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 62 contacts → |
“Founded in 1930, HighGround Advisors is a nonprofit investment management firm and trust services company dedicated to advancing the life-transforming work of our nonprofit client…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Calvert Impactcalvertimpact.orgHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 58 contacts → |
“Calvert Impact is a global impact investment firm that helps everyday investors and financial professionals invest in solutions that benefit people and the planet.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Osterweis Capital Managementosterweis.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GEF Capital Partnersgefcapital.comHQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 55 contacts → |
“GEF Capital Partners was formed in March 2018 following the completion of a collaborative spinoff from Global Environment Fund, a pioneer in global sustainability and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Capricorn Investment Groupcapricornllc.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 54 contacts → |
“One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investure, LLCinvesture.com HQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 45 contacts → |
“Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cornerstone Partnerscstonellc.comHQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 38 contacts → |
“Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Becker Capital Management, INCbeckercap.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | College Street Capitalcollegestreetcapital.com HQ: Worcester, MA, United StatesReported employees: 11-50 | Worcester, MA, United States | 11-50 | Exact match | 38 contacts → |
“College Street Capital Corporation (CSC), a registered 501(c)(3) charity, looks to educate and prepare students for a career in the investment management industry, placing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cornerstone Management, INCcornerstonemgt.net HQ: Duluth, GA, United StatesReported employees: 11-50 | Duluth, GA, United States | 11-50 | Exact match | 34 contacts → |
“Cornerstone provides an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Veris Wealth Partnersveriswp.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Inspire Investinginspireinvesting.comHQ: Meridian, ID, United StatesReported employees: 11-50 | Meridian, ID, United States | 11-50 | Exact match | 31 contacts → |
“Investing That Reflects Your Faith Inspire Investing helps Christian investors align their portfolios with biblical values by providing education, tools, and access to…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  IMCinvestorsmanagement.comHQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 31 contacts → |
“IMC is a privately held company that strives to be a responsible owner of businesses that make a positive impact on others.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hershey Trust Companyhersheytrust.com HQ: Hershey, PA, United StatesReported employees: 11-50 | Hershey, PA, United States | 11-50 | Exact match | 31 contacts → |
“Founded in 1905 by Milton S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Meetperrymeetperry.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Most individual investors allocate just 3% to alternatives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 284 company matches
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Nonprofit investment firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
282 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 284 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for nonprofit investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment firms did RevenueBase find based in the United States?
The saved snapshot records 284 matching company records, 3,319 tracked contacts and 1,697 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 nonprofit investment firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/nonprofit-investment-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 nonprofit investment firms based in the United States
RevenueBase records 284 matching company records for nonprofit investment firms based in the United States, with 3,319 tracked contacts and 1,697 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 nonprofit investment firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Social Financesocialfinance.org HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 156 contacts → |
“Social Finance is a national nonprofit and registered investment adviser.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Prime Buchholz LLCprimebuchholz.com HQ: Portsmouth, NH, United StatesReported employees: 51-200 | Portsmouth, NH, United States | 51-200 | Exact match | 148 contacts → |
“Established in 1988, Prime Buchholz LLC is an industry-leading, completely independent investment advisory firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ALTOaltoira.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 110 contacts → |
“Alto makes it easier for people to invest in private markets through self-directed retirement accounts.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tiff Investment Managementtiff.org HQ: Radnor, PA, United StatesReported employees: 51-200 | Radnor, PA, United States | 51-200 | Exact match | 103 contacts → |
“TIFF Investment Management is an independent, employee-owned investment firm specializing in OCIO services and alternative investment strategies, including private equity, venture…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Hirtle, Callaghan & COhirtlecallaghan.com HQ: West Conshohocken, PA, United StatesReported employees: 51-200 | West Conshohocken, PA, United States | 51-200 | Exact match | 101 contacts → |
“America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ONE Capital Management, LLConecapital.com HQ: Westlake Village, CA, United StatesReported employees: 51-200 | Westlake Village, CA, United States | 51-200 | Exact match | 101 contacts → |
“Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tiaa Kaspickkaspick.com HQ: Redwood Shores, CA, United StatesReported employees: 51-200 | Redwood Shores, CA, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Offit Capitaloffitcapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Crewcial Partners LLCcrewcialpartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 65 contacts → |
“We partner with non-profits to invest their capital in ways that serve their mission and expand their impact.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Highground Advisorshighgroundadvisors.org HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 62 contacts → |
“Founded in 1930, HighGround Advisors is a nonprofit investment management firm and trust services company dedicated to advancing the life-transforming work of our nonprofit client…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Calvert Impactcalvertimpact.org HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 58 contacts → |
“Calvert Impact is a global impact investment firm that helps everyday investors and financial professionals invest in solutions that benefit people and the planet.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Osterweis Capital Managementosterweis.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GEF Capital Partnersgefcapital.com HQ: Arlington, VA, United StatesReported employees: 11-50 | Arlington, VA, United States | 11-50 | Exact match | 55 contacts → |
“GEF Capital Partners was formed in March 2018 following the completion of a collaborative spinoff from Global Environment Fund, a pioneer in global sustainability and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Capricorn Investment Groupcapricornllc.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 54 contacts → |
“One of the largest mission-aligned firms in the world, Capricorn Investment Group was born from a belief that sustainable investment practices can enhance risk-adjusted returns.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investure, LLCinvesture.com HQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 45 contacts → |
“Based in Charlottesville, Virginia, Investure was founded in 2003 to serve as the outsourced investment office to a select group of endowments and private foundations.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cornerstone Partnerscstonellc.com HQ: Charlottesville, VA, United StatesReported employees: 11-50 | Charlottesville, VA, United States | 11-50 | Exact match | 38 contacts → |
“Headquartered in Charlottesville Virginia, CornerStone Partners serves as the investment office and CIO (OCIO) for endowments, foundations and not-for-profit institutions that…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Becker Capital Management, INCbeckercap.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | College Street Capitalcollegestreetcapital.com HQ: Worcester, MA, United StatesReported employees: 11-50 | Worcester, MA, United States | 11-50 | Exact match | 38 contacts → |
“College Street Capital Corporation (CSC), a registered 501(c)(3) charity, looks to educate and prepare students for a career in the investment management industry, placing…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Cornerstone Management, INCcornerstonemgt.net HQ: Duluth, GA, United StatesReported employees: 11-50 | Duluth, GA, United States | 11-50 | Exact match | 34 contacts → |
“Cornerstone provides an independent, turn-key solution to Christian non-profit organizations seeking to outsource their asset management and deferred gift administration.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Veris Wealth Partnersveriswp.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 33 contacts → |
“Veris is an investment advisory firm that applies sustainable and impact investing expertise across public & private markets to help families and mission-driven organizations meet…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Inspire Investinginspireinvesting.com HQ: Meridian, ID, United StatesReported employees: 11-50 | Meridian, ID, United States | 11-50 | Exact match | 31 contacts → |
“Investing That Reflects Your Faith Inspire Investing helps Christian investors align their portfolios with biblical values by providing education, tools, and access to…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | IMCinvestorsmanagement.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 31 contacts → |
“IMC is a privately held company that strives to be a responsible owner of businesses that make a positive impact on others.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hershey Trust Companyhersheytrust.com HQ: Hershey, PA, United StatesReported employees: 11-50 | Hershey, PA, United States | 11-50 | Exact match | 31 contacts → |
“Founded in 1905 by Milton S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Meetperrymeetperry.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Most individual investors allocate just 3% to alternatives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 284 company matches
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Nonprofit investment firms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
282 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 284 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for nonprofit investment firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many nonprofit investment firms did RevenueBase find based in the United States?
The saved snapshot records 284 matching company records, 3,319 tracked contacts and 1,697 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cite this list
RevenueBase Data Team. Top 25 nonprofit investment firms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/nonprofit-investment-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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