Csac Finance

What Csac Finance does

CSAC Finance is a Sacramento, California-based private financial services firm founded in 1986 that delivers finance, investment, insurance, and purchasing services to California county governments. The company describes itself as serving the California county ecosystem across four interlocking service lines: capital and general financing, investment advisory, insurance coverage, and cooperative purchasing — a portfolio consistent with a county-focused joint powers authority or specialty program administrator rather than a generalist commercial broker.

The firm operates with a lean 1-10 employee structure, indicating it functions primarily as a coordinator, administrator, or intermediary rather than a large balance-sheet underwriter or carrier. Its Sacramento location places it within the California state government corridor, supporting direct engagement with county procurement, treasury, and risk-management offices. The 38-year operating history signals durable institutional relationships but does not, on its own, confirm scale, profitability, or recent momentum.

The investment-grade evidence base is materially constrained: the company's primary online presence (csacfc.org) was inaccessible during data collection due to a website verification screen, and as a result product detail, pricing structures, customer rosters, management composition, ownership structure, funding history, M&A activity, financial statements, and technology stack information could not be verified. All analytical fields below are inferred from the firmographic inputs (year founded, employee count, location, stated service scope) and should be treated as low-confidence until first-party disclosure is available.

Name

Csac Finance

Website

https://csacfc.org

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

CSAC Finance is a Sacramento-based private firm founded in 1986 that provides finance, investment, insurance, and purchasing services exclusively to California county governments, operating with a lean 1-10 employee structure.

Ownership category

akta.pro rank

Product category

Public Sector Financial Services

NAICS

Depository Credit Intermediation (5221), Other Financial Vehicles (52599)

SIC

Miscellaneous Business Credit Institution (6159), Functions Related To Depository Banking, Nec (6099)

akta.pro primary industry

Municipal/Local Government Development Banks (FSABAKAI)

akta.pro secondary industry

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD)

Keywords

• Public sector finance
• Government insurance services
• Municipal investment services
• County purchasing services
• Public agency financial services

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel

Core offering

CSAC Finance provides a broad array of finance, investment, insurance, and purchasing services to benefit California counties. The company serves as a dedicated financial services provider for California county governments, bundling multiple public-sector financial disciplines into a single offering set.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance, Investment, Insurance and Purchasing Services for California Counties A bundled suite of finance, investment, insurance, and purchasing services offered to California county governments and their agencies.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• CSAC Excess Insurance Authority (EIA): Sister entity under the CSAC umbrella providing pooled insurance and risk-management services to California counties — directly comparable as a CSAC-affiliated pooled-services vehicle that distributes financial/insurance products to the same county constituency.
• Public Agency Retirement Services (PARS): Public-sector focused retirement, investment, and post-employment benefits provider serving California public agencies — closely comparable because it sells multi-line financial services to the same California county and municipal government buyers.
• Public Resources Advisory Group (PRAG): Independent financial advisory firm focused on investment management and advisory services for public-sector entities — closely comparable because it provides investment and capital advisory solutions to the same state-and-local government buyer base that CSAC Finance serves.
• PFM (Public Financial Management): Independent financial advisory firm specializing in investment advisory, consulting, and capital financing services for state and local government clients — directly comparable as a multi-line public-sector finance provider targeting the same county-government buyer set.
• Hilltop Securities (HilltopSecurities): Broker-dealer and public finance advisory firm serving state and local governments with investment, capital markets, and underwriting services — directly comparable because it operates in the same municipal-finance space with similar products to CSAC Finance's investment and capital advisory lines.
• Meeder Investment Management (Meeder Public Funds): Investment management firm specializing in pooled investment programs for local governments, school districts, and public agencies — directly comparable to CSAC Finance's investment-management line targeting the same county and municipal treasury managers.
• CalTRUST (California Cooperative Liquid Assets Securities System): California-local-government investment trust that provides pooled investment vehicles to California public agencies — directly comparable to CSAC Finance as a California-specific public-sector finance vehicle targeting counties, cities, and special districts.

Broad incumbents

• OMNIA Partners (formerly U.S. Communities): Large-scale government cooperative-purchasing organization that aggregates public-agency buying power — broadly comparable to CSAC Finance's purchasing-services line as a public-sector cooperative, but operating nationally with significantly broader scope.
• NACo Financial Services Corporation: National Association of Counties' finance arm that provides purchasing, financing, and benefit programs to U.S. counties — broadly comparable to CSAC Finance as a county-association-affiliated finance vehicle, but operating at national scale rather than California-only.

Others

• Government Finance Officers Association (GFOA): Professional association serving state and local government finance officers — adjacent to CSAC Finance because it serves the same California-county finance-officer buyer base, but operates as a non-profit industry body rather than a commercial finance provider.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/csacfincorp

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Csac Finance