Proaccount is a firm that provides financial advisor, investment management, administrative support, insurance agent or broker, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Proaccount clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $23 million to $300 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Association of Counties | 501(c)(4) | Washington, DC | ||
| 2 | Stephen Siller Tunnel To Towers Foundation | 501(c)(3) | Staten Island, NY | ||
| 3 | St Joseph Center | 501(c)(3) | Venice, CA | ||
| 4 | EL Education | 501(c)(3) | New York, NY | ||
| 5 | Southern California Institute of Architecture | 501(c)(3) | Los Angeles, CA | ||
| 6 | Usc Arcadia Hospital | 501(c)(3) | Arcadia, CA | ||
| 7 | Goodwill Southern California | 501(c)(3) | Los Angeles, CA | ||
| 8 | Southwest Transplant Alliance (STA) | 501(c)(3) | Dallas, TX | ||
| 9 | Social and Environmental Entrepreneurs | 501(c)(3) | Calabasas, CA | ||
| 10 | Area Agency on Aging Region One | 501(c)(3) | Phoenix, AZ | ||
| ... | and 38 more Proaccount not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Proaccount in the nonprofit sector include Minnesota Life Insurance Company, Healthcare Community Securities Cor, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Morningstar, Metlife Insurance Company, Morgan Stanley Smith Barney, Prudential, Oppenheimer, and Lincoln National Life Insurance.
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