Genesis Asset Protection is a firm that provides insurance agent or broker, investment management, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).
Most Genesis Asset Protection clients are residential intellectual and developmental disability facilities, services for the elderly and people with disabilities, and vocational rehabilitation services with revenues ranging from $17 million to $59 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | SPIN Center | 501(c)(3) | Philadelphia, PA |
| 2 | Community Interactions (CI) | 501(c)(3) | Swarthmore, PA |
| 3 | Delta Community Supports | 501(c)(3) | Blue Bell, PA |
| 4 | The Arc of Northeastern Pennsylvania | 501(c)(3) | Scranton, PA |
| 5 | Martha Lloyd School | 501(c)(3) | Troy, PA |
Competitors to Genesis Asset Protection in the nonprofit sector include M&T Bank, RBC Wealth Management, Fidelity Investments, Massachusetts Mutual Life Insurance Co., Axa Equitable Life Insurance, Variable Annuity Life Insurance Company, TIAA, Aetna Life Insurance Company, Aon Hewitt, and Ubs Financial Services Inc.
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