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 outpatient health care practitioners and facilities, individual and family services, and child and youth services with revenues ranging from $15 million to $61 million.
Previous legal names, trade names, or just variations of their name include: Invesco LTD..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | US Committee for Refugees and Immigrants (USCRI) | 501(c)(3) | Arlington, VA | ||
| 3 | Second Harvest Heartland | 501(c)(3) | Brooklyn Park, MN | ||
| 4 | Kipp DC Public Charter Schools | 501(c)(3) | Washington, DC | ||
| 5 | New York Road Runners | 501(c)(3) | New York, NY | ||
| 6 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 7 | Unite Here | 501(c)(5) | New York, NY | ||
| 8 | The Institutes of Applied Human Dynamics (IAHD) | 501(c)(3) | Tarrytown, NY | ||
| 9 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 10 | National Organization for Rare Disorders (NORD) | 501(c)(3) | Quincy, MA | ||
| ... | and 944 more Invesco not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Invesco in the nonprofit sector include Merrill Lynch, Wells Fargo Bank, Gallagher Benefit Services Inc, Global Retirement Partners LLC, Vanguard Energy Services LLC, Morgan Stanley, Charles Schwab and Co., Inc., Capfinancial Partners, LLC, The Segal Company, and Fidelity Investments Institutional.
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