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 with revenues ranging from $26 million to $228 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 | EL Education | 501(c)(3) | New York, NY | ||
| 4 | Southern California Institute of Architecture | 501(c)(3) | Los Angeles, CA | ||
| 5 | National Board for Certified Counselors (NBCC) | 501(c)(6) | Greensboro, NC | ||
| 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 | Westminster Christian School (WCS) | 501(c)(3) | Miami, FL | ||
| ... | and 44 more Proaccount not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Proaccount in the nonprofit sector include Healthcare Community Securities Cor, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Morningstar, Lincoln National Life Insurance, Valic, Raymond James and Associates, Commonwealth Financial Network, and Regions Bank.
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