Proequities, Inc is a firm that provides insurance agent or broker, financial advisor, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Alabama and Pennsylvania (although they are present in other states as well).
Most Proequities, Inc clients are assisted living and continuing care retirement communities, individual and family services, and vocational rehabilitation services with revenues ranging from $13 million to $22 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Westminster Village / Presbyterian Retirement Corporation Inc | 501(c)(3) | Fort Washington, PA |
| 2 | Gateway | 501(c)(3) | Birmingham, AL |
| 3 | Alabama Goodwill Industries | 501(c)(3) | Birmingham, AL |
Competitors to Proequities, Inc in the nonprofit sector include Ameriprise Financial Services, NFP Retirement Inc., Ubs Financial Services, Inc., Morningstar, Northwestern Mutual Investment Serv, RBC Capital Markets, Mma Securities LLC, Cambridge Investment Research, Cambridge Investment Research Inc, and Captrust.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.