Risk Strategies Company is a firm that provides insurance agent or broker and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).
Most Risk Strategies Company clients are credit unions, health and welfare funds, services for the elderly and people with disabilities, trade associations, direct property and casualty insurance carriers, colleges, universities, and professional schools, and educational support services with revenues ranging from $25 million to $114 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Scholarship America | 501(c)(3) | Minneapolis, MN | ||
| 2 | International Swaps and Derivatives Association (ISDA) | 501(c)(6) | New York, NY | ||
| 3 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| 4 | Country Music Association | 501(c)(6) | Nashville, TN | ||
| 5 | Meriwest Credit Union | 501(c)(14) | San Jose, CA | ||
| 6 | KeyPoint Credit Union (KPCU) | 501(c)(14) | San Jose, CA | ||
| 7 | Anna Maria College (AMC) | 501(c)(3) | Paxton, MA | ||
| 8 | Credit Union Self-Insured Group of California Affinity Group Adminstrs | 501(c)(6) | Orangevale, CA | ||
| 9 | Washington Commercial Construction Health Trust | 501(c)(9) | Spokane, WA | ||
| 10 | UMTA Trust | 501(c)(9) | Portland, OR | ||
| ... | and 1 more Risk Strategies Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Risk Strategies Company in the nonprofit sector include Morningstar, RBC Capital Markets, Ubs Financial Services, Inc., Segal Company, Brighthouse Life Insurance Company, RBC Wealth Management, M&T Bank, Cetera Advisor Networks, LLC, Metlife, and Merrill Lynch Pierce Fenner and Smith.
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