What Zuri Group does

Zuri Group is a full-service nonprofit consulting and technology firm founded in 2007 and headquartered in Bend, Oregon. It operates as a remote-first organization and a subsidiary of MissionWired. The firm serves nonprofit organizations — primarily higher education institutions, healthcare philanthropies, and federated/religious nonprofits — providing strategic fundraising advisory, CRM selection and implementation, operational optimization, data governance, and digital transformation services. Vendors with whom Zuri maintains certified implementation-partner status include Blackbaud, Salesforce, Engaging Networks, Bonterra, Kindsight, Classy, Affinaquest, Fundraise Up, Summa, and MuleSoft, enabling a vendor-agnostic positioning across the major nonprofit software ecosystems.

Zuri's proprietary technology is concentrated in the "Expert Access" suite for Blackbaud CRM, comprising more than 30 add-on tools. The cornerstone product is Velocity, an ETL/integration engine inside Blackbaud CRM that powers two-way data flows with Engaging Networks, Stripe (gift reconciliation), and Sage (accounting). Other named tools include List Builder Generator, Outlook Add-In, Duplicate Compare Utility, FROGz (enhanced mobile app), Email Template Manager, and Aqueduct, a dimensional data warehouse for Blackbaud NXT that feeds Tableau and Power BI. The firm supplements this software footprint with strategic consulting, custom development, and PCI DSS governance templates for clients handling cardholder data.

Revenue is generated through two streams: professional services (consulting, implementation, custom development) and a recurring subscription for Expert Access, billed annually with technical support and community access included. The go-to-market is direct enterprise sales targeting nonprofit organizations globally, supported by content marketing, the Nonprofit Notes podcast, case studies, and email nurture. Zuri acquired Joslyn Creative in February 2023 (forming subsidiary ZPS for Salesforce-based work) and, under parent MissionWired, was merged with BWF in June 2026 to form BWF Zuri, broadening the firm's scope into campaign strategy, donor engagement, and analytics.

Name

Zuri Group

Legal name

Zuri Group

Website

https://zurigroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

51–100 employees

Short description

Zuri Group is a full-service nonprofit consulting and technology firm providing strategic fundraising advisory and CRM implementation services to higher education institutions, healthcare philanthropies, and federated nonprofits, supported by the proprietary Expert Access suite of 30+ Blackbaud CRM tools.

Ownership category

akta.pro rank

Product category

Nonprofit Technology Consulting

NAICS

Management Consulting Services (54161), Other Computer Related Services (541519)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Customer Journey Orchestration & Campaign Management (BPAFAFAF)

Keywords

• Nonprofit consulting services
• CRM implementation
• Fundraising technology
• Blackbaud CRM tools
• Data warehouse solutions

Headquarters

HQ city

Bend

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Consulting and Professional Services: Strategic and technical consulting services for nonprofit fundraising operations, including system assessments, implementations, process optimization, digital transformation, and custom development
2. Expert Access Subscription: Subscription-based access to over 30 proprietary tools for Blackbaud CRM under one subscription with technical support and community access

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Zuri Group provides strategic consulting and technical services to nonprofit organizations, including fundraising strategy, CRM selection and implementation (Blackbaud, Salesforce, Engaging Networks, Classy, EveryAction), data governance, digital transformation, custom development, and analytics. Its flagship proprietary product is Expert Access, a subscription suite of 30+ custom tools that extend Blackbaud CRM, including the Velocity ETL data engine and the Aqueduct data warehouse solution.

Product overview

Zuri Group is a nonprofit consulting firm offering a portfolio of proprietary tools that complement and extend the Blackbaud CRM ecosystem. The core product is Expert Access, a subscription-based collection of 30+ custom tools designed specifically for Blackbaud CRM users to enhance productivity in data management, fundraising operations, and mobile access. Key tools within Expert Access include Velocity (a data management engine that powers integrations with Stripe, Sage, and Engaging Networks), List Builder Generator, Outlook Add-In, Duplicate Compare Utility, FROGz, and Email Template Manager. Zuri Group also offers Aqueduct, a dimensional data warehouse solution for Blackbaud NXT that feeds enterprise reporting via third-party BI tools. All tools are designed in collaboration with clients and delivered with dedicated Blackbaud CRM developer support.

Differentiator

Problem solved

Functional benefit

Brands

• Expert Access: A collection of over 30 innovative tools to maximize fundraising efforts in Blackbaud CRM, including Velocity, List Builder Generator, Outlook Add-In, Duplicate Compare Utility, FROGz, and Email Template Manager.
• Velocity

Products and services

• Expert Access A subscription suite of 30+ proprietary tools designed to maximize fundraising efforts in Blackbaud CRM by expanding functionality, streamlining workflows, and eliminating manual processes. Delivered to nonprofit fundraising and advancement teams.
• Velocity A fast ETL data management engine that resides within Blackbaud CRM, enabling developers and non-technical users to transfer data in and out of any source, enact logic through scripting in staging, and place data into any form within the system. Powers integrations with Stripe, Sage, and Engaging Networks.
• Aqueduct A complete, client-controlled dimensional data warehouse solution that manages the technical process of accessing every part of Blackbaud's NXT products, aggregates additional data sources, and provides an enterprise-ready reporting environment accessible via Tableau, Power BI, and other BI tools.
• List Builder Generator A tool that lets users create customized list builders using fields defined in ad-hoc queries, seamlessly integrated into any page or tab section within Blackbaud CRM, with a robust editing interface for field lookup types.
• Outlook Add-In Microsoft Outlook integration with Blackbaud CRM that enables fundraisers to save biographical updates, manage prospects, and track email activity directly from their Outlook inbox.
• Duplicate Compare Utility An expansion of the standard Blackbaud CRM duplicate tools that simplifies the process of comparing duplicate records and marking them for future action, enabling 10x faster duplicate merging than Blackbaud's out-of-box Duplicates Report and Manual Constituent Merge.
• FROGz Enhanced version of Blackbaud's Fundraiser on the Go (FROG) mobile app with significant improvements to functionality and user experience, enabling fundraisers to work on-the-go with phones or tablets.
• Email Template Manager Tool for quickly creating modern, responsive email templates in Blackbaud Internet Solutions (BBIS) with options for adding merge fields, links, and email content.
• Strategic Consulting Services Strategic consulting services covering operational assessments, system selection, fundraising strategy, digital transformation planning, and operational optimization for nonprofit organizations.
• CRM Implementation Services End-to-end implementation and migration services for nonprofit CRMs (Blackbaud, Salesforce, Engaging Networks, Classy, EveryAction), delivered by certified platform experts as an extension of client teams.
• Custom Development and Data Governance Services Custom development, integrations, data governance, analytics and reporting, and ongoing support/staff augmentation services to streamline nonprofit fundraising processes and reduce manual work.
• Zuri Group, a MissionWired Company (BWF Zuri) Combined offering of campaign strategy, donor engagement, analytics, and technology transformation services for nonprofits, delivered through the BWF Zuri brand formed by integrating MissionWired's BWF acquisition with Zuri Group.

Quantifiable outcome

• 137% growth in organizations that adopted a new CRM system
• +4 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability9 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core.

• BWFcoreStrategic or Co-development Partner · 1 June 2026MissionWired acquired BWF to integrate with Zuri Group, forming BWF Zuri - a powerhouse in campaign strategy, donor engagement, analytics, and technology transformation for nonprofits.
• Joslyn CreativecoreStrategic or Co-development Partner · 7 February 2023Acquired Colorado-based Joslyn Creative to expand support for Salesforce.com-based solutions and form new subsidiary Zuri Platform Services (ZPS) providing technical, functional, and strategic services for Salesforce fundraising and operational needs.
• BlackbaudcoreTechnology or IntegrationBlackbaud Partner Network member with deep expertise in Blackbaud CRM and related products. Offers Expert Access suite of 30+ tools for Blackbaud CRM.
• SalesforcecoreTechnology or IntegrationCertified Salesforce Implementation Partner for nonprofit solutions. Expert knowledge of Salesforce ecosystem for fundraising and advancement.
• Engaging NetworkscoreTechnology or IntegrationAccredited Partner with Full Service Accreditation for Engaging Networks platform implementation, email, SMS, and online giving solutions.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• RoundCorner: RoundCorner is a Salesforce-native CRM platform purpose-built for nonprofits and higher education advancement. It is a direct peer because it competes for the same nonprofit advancement CRM implementations and Salesforce NPSP engagements that Zuri Group services.
• Heller Consulting: Heller Consulting is a nonprofit technology consultancy specializing in Blackbaud CRM and Salesforce implementations. It is a direct peer because it competes head-to-head on the same Blackbaud CRM implementation work and serves overlapping nonprofit advancement customers.
• Bentz Whaley Flessner (BWF): BWF is a fundraising and campaign strategy consultancy for nonprofits and higher education; BWF and Zuri Group were merged in 2026 to form BWF Zuri, making them direct peers on nonprofit advancement services with overlapping enterprise client rosters.
• Trellis (formerly TSS Group): Trellis provides nonprofit consulting and technology services across Salesforce and other nonprofit CRMs. It is a direct peer because its mix of strategic fundraising consulting and Salesforce implementation work mirrors Zuri Group's services portfolio and target buyer.

Broad incumbents

• Slalom: Slalom is a large global consulting firm with a dedicated nonprofit and healthcare philanthropy practice that delivers CRM and Salesforce implementations. It is a broad incumbent that competes for enterprise nonprofit CRM engagements with broader scale and delivery bench than Zuri Group.
• Salesforce.org (Salesforce Nonprofit Cloud): Salesforce's Nonprofit Cloud and Success for Nonprofits program is a major nonprofit CRM platform that Zuri Group implements and integrates with. It is a broad incumbent because Salesforce continues to invest in direct implementation enablement, which could compress Zuri Group's Salesforce practice margins over time.
• CCS Fundraising: CCS Fundraising is one of the largest fundraising consulting firms globally, serving nonprofits and higher education across campaign strategy, feasibility studies, and interim development leadership. It is a broad incumbent because it overlaps with Zuri Group's strategic fundraising consulting but operates at a much larger scale.
• Blackbaud: Blackbaud is the leading CRM and fundraising software vendor for nonprofits and higher education. It is a broad incumbent because Zuri Group's Expert Access suite is purpose-built on Blackbaud CRM, making Blackbaud both a critical partner and a potential direct competitor as it expands services.

Others

• MissionWired: MissionWired is the parent company of Zuri Group and a digital fundraising, advocacy, and direct marketing firm for nonprofits and political campaigns. It is adjacent because it is the corporate parent and shares nonprofit client relationships, but it operates as a separate brand and service line.

Emerging players

• Camp Boggy Creek (via Adviz): Adviz and similar emerging nonprofit-focused Salesforce consultancies compete for mid-market nonprofit CRM implementations. They are emerging players with overlapping service offerings but smaller scale and fewer certified partnerships than Zuri Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/watch?v=OwzNEGmtG3c
• Xx.com/ZuriTeam

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zuri Group