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 | Area Agency on Aging Region One | 501(c)(3) | Phoenix, AZ | ||
| 10 | Westminster Christian School (WCS) | 501(c)(3) | Miami, FL | ||
| ... | and 43 more Proaccount not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Proaccount in the nonprofit sector include Morningstar, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Ubs Financial Services, Inc., Cetera Advisor Networks, LLC, Voya Retirement Insurance and Annui, The Variable Annuity Life Insurance, Reliance Trust Company, and Merrill Lynch Pierce Fenner and Smith.
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