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, individual and family services, and hospitals with revenues ranging from $25 million to $245 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Association of Counties | 501(c)(4) | Washington, DC | ||
| 2 | EL Education | 501(c)(3) | New York, NY | ||
| 3 | Southern California Institute of Architecture | 501(c)(3) | Los Angeles, CA | ||
| 4 | National Board for Certified Counselors (NBCC) | 501(c)(6) | Greensboro, NC | ||
| 5 | Stephen Siller Tunnel To Towers Foundation | 501(c)(3) | Staten Island, NY | ||
| 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 | Perot Museum of Nature and Science | 501(c)(3) | Dallas, TX | ||
| 10 | Social and Environmental Entrepreneurs | 501(c)(3) | Calabasas, CA | ||
| ... | and 43 more Proaccount not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Proaccount in the nonprofit sector include Cambridge Investment Research Inc, Ubs Financial Services, Inc., Morningstar, Minnesota Life Insurance Company, Healthcare Community Securities Cor, Lincoln National Life Insurance, Commonwealth Financial Network, Valic, Raymond James and Associates, and Regions Bank.
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