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, colleges, universities, and professional schools, services for the elderly and people with disabilities, direct life, health, and medical insurance carriers, direct property and casualty insurance carriers, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $21 million to $193 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Wentworth Institute of Technology | 501(c)(3) | Boston, MA | ||
| 2 | Driscoll Health Plan (DHP) | 501(c)(3) | Corpus Christi, TX | ||
| 3 | Anna Maria College (AMC) | 501(c)(3) | Paxton, MA | ||
| 4 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA | ||
| 5 | Country Music Association | 501(c)(6) | Nashville, TN | ||
| 6 | KeyPoint Credit Union (KPCU) | 501(c)(14) | San Jose, CA | ||
| 7 | Meriwest Credit Union | 501(c)(14) | San Jose, CA | ||
| 8 | Presbyterian Homes and Services of Kentucky | 501(c)(3) | Louisville, KY | ||
| 9 | Credit Union Self-Insured Group of California Affinity Group Administers | 501(c)(6) | Orangevale, CA | ||
| 10 | UMTA Trust | 501(c)(9) | Portland, OR | ||
| ... | and 2 more Risk Strategies Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Risk Strategies Company in the nonprofit sector include Ubs Financial Services, Inc., Morningstar, RBC Capital Markets, Segal Company, Lincoln National Life Insurance, Valic, Commonwealth Financial Network, Raymond James and Associates, Brighthouse Life Insurance Company, and RBC Wealth Management.
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