Financial Intelligence for the Greater Good

Capital Motion LLC provides research and advisory services to boards and leaders of charitable nonprofits and businesses focused on social impact.

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. Our mission is to expand the use of high-quality financial products and services by the nationally underserved market of 43+ million people who have a disability. SNFSi provides much-needed transparency and visibility into financial products for people with disabilities and the organizations that provide them. SNFSi’s services include market intelligence and pooled special needs trust provider profiles and ratings.

Searchable Listing of Nonprofit Pooled Special Needs Trust Administrators currently operating and accepting new Beneficiaries

Request Annual Pooled Special Needs Trust Industry Reports

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Picture Credit: All Persons Pathway and Sensory Trail at Mass Audubon Wellfleet Bay Wildlife Sanctuary

Special Needs Financial Services Institute™ (SNFSi™)

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. Our mission is to expand the use of high-quality financial products and services by the nationally underserved market of 43+ million people who have a disability. SNFSi provides much-needed transparency and visibility into financial products for people with disabilities and the organizations that provide them. SNFSi’s services include market intelligence and pooled special needs trust provider profiles and ratings.

NATIONAL POOLED SPECIAL NEEDS TRUST PROVIDER DATABASE
  • Continuously updated and searchable
  • includes all national and regional providers
  • Organizational information
  • SNFSi Rating
  • Services
  • Fees
  • Financials
  • Leadership
  • Contact information

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Articles

INVITATION | Release of 2021 Pooled Special Needs Trust Industry Report: Crossroads

Live Webinar | January 26, 2022 | 1 PM EST Trusts are a hot topic in financial advice and banking. Pooled Special Needs Trusts are a distinct market segment within this space. If you’re in the business of providing financial advice, distributing financial products, lead a pooled special needs trust organization, or work with trusts, …

The ABCs of PSNTs (2 min read time)

Understanding Pooled Special Needs Trusts Consumers have access to many financial planning and investing solutions, including retirement plans, mutual funds, sophisticated alternative investments, annuities, college savings programs, and a wide variety of banking products. Now, suppose you are one of the 43 million people (one in every seven) in the US with a disability. In …

SNFSi Launches First National Database of 100+ Special Needs Financial Services Providers

Cape Cod, MA, August 9, 2021 – The Special Needs Financial Services Institute (SNFSi) launched today the first continually updated national database of nonprofit Pooled Special Needs Trust Administrators. This resource is available by subscription to professionals for $25 per month ($300 annually). Personalized provider searches and reports are now available to individuals and families …