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, hospitals, and individual and family services with revenues ranging from $25 million to $245 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 | Usc Arcadia Hospital | 501(c)(3) | Arcadia, CA | ||
| 6 | Goodwill Southern California | 501(c)(3) | Los Angeles, CA | ||
| 7 | Southwest Transplant Alliance (STA) | 501(c)(3) | Dallas, TX | ||
| 8 | Social and Environmental Entrepreneurs | 501(c)(3) | Calabasas, CA | ||
| 9 | Westminster Christian School (WCS) | 501(c)(3) | Miami, FL | ||
| 10 | Alliance for Positive Change | 501(c)(3) | New York, NY | ||
| ... | and 43 more Proaccount not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Proaccount in the nonprofit sector include Cetera Advisor Networks, LLC, Merrill Lynch Pierce Fenner and Smith, Metlife, Reliance Trust Company, Voya Retirement Insurance and Annui, The Variable Annuity Life Insurance, Morningstar, Minnesota Life Insurance Company, Healthcare Community Securities Cor, and Ubs Financial Services, Inc..
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