Cause IQ vendor profile

Invesco


Invesco is a firm that provides investment management, financial advisor, insurance, fiduciary trustee, 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 Invesco clients are individual and family services, outpatient health care practitioners and facilities, services for the elderly and people with disabilities, and child and youth services with revenues ranging from $15 million to $66 million.

Previous legal names, trade names, or just variations of their name include: Invesco LTD..

Primary location:
Houston, TX
Clients in:
GA, MO, TX
Identified clients:
1,030
Avg client size:
$131 mil revenue
Median client size:
$23 mil revenue

Invesco client list

  Name Type Location
1 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
2 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
3 Adapt Community Network 501(c)(3) New York, NY
4 New York Road Runners 501(c)(3) New York, NY
5 Wheeler Clinic 501(c)(3) Plainville, CT
6 Unite Here 501(c)(5) New York, NY
7 The Institutes of Applied Human Dynamics (IAHD) 501(c)(3) Tarrytown, NY
8 Securities Industry and Financial Markets Association (SIFMA) 501(c)(6) New York, NY
9 National Organization for Rare Disorders (NORD) 501(c)(3) Norwell, MA
10 Casa 501(c)(3) Hyattsville, MD
... and 1,020 more Invesco not-for-profit tax-exempt clients identified by Cause IQ

Invesco competitors

Competitors to Invesco in the nonprofit sector include JP Morgan Chase, Voya Retirement Insurance and Annuity Co., Capfinancial Partners, LLC, Fidelity Investments Institutional, The Segal Company, Nationwide, Great-West Life and Annuity Insurance Co., Nationwide Life Insurance Company, Mutual Of America Life Insurance Company, and Charles Schwab and Co., Inc..

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