Cause IQ vendor profile

Valic


Valic is a firm that provides investment management, administrative support, financial advisor, insurance, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, California, and Georgia (although they are present in other states as well).

Most Valic clients are hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, and elementary and secondary schools with revenues ranging from $18 million to $727 million.

Primary location:
Houston, TX
Clients in:
TX
Identified clients:
95
Avg client size:
$340 mil revenue
Median client size:
$39 mil revenue

Valic client list

  Name Type Location
1 Mayo Clinic 501(c)(3) Rochester, MN
2 Duke University 501(c)(3) Durham, NC
3 The Nemours Foundation 501(c)(3) Jacksonville, FL
4 Howard University 501(c)(3) Washington, DC
5 Hawken School 501(c)(3) Gates Mills, OH
6 Samaritan Healthcare and Hospice 501(c)(3) Mount Laurel, NJ
7 Emerson College 501(c)(3) Boston, MA
8 Coram Deo Academy (CDA) 501(c)(3) Lewisville, TX
9 The Lambs Farm 501(c)(3) Libertyville, IL
10 University of Miami (UM) 501(c)(3) Coral Gables, FL
... and 85 more Valic not-for-profit tax-exempt clients identified by Cause IQ

Valic competitors

Competitors to Valic in the nonprofit sector include Minnesota Life Insurance Company, JP Morgan Chase, Ubs Financial Services, Inc., The Segal Company, Capfinancial Partners, LLC, Transamerica Retirement Solutions, Voya Retirement Insurance and Annuity Co., Merrill Lynch Pierce Fenner and Smith, Nationwide Life Insurance Company, and Massachusetts Mutual Life Ins Company.

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