Cause IQ vendor profile


Valic is a firm that provides investment management, administrative support, financial advisor, insurance, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Valic clients are colleges, universities, and professional schools, hospitals, outpatient health care practitioners and facilities, and residential intellectual and developmental disability facilities with revenues ranging from $20 million to $549 million.

Primary location:
Houston, TX
All locations:
Identified clients:
Avg client size:
$339 mil revenue
Median client size:
$33 mil revenue

Valic client list

1Johns Hopkins University (JHU)501(c)(3)Baltimore, MD
2Mayo Clinic501(c)(3)Rochester, MN
3The Nemours Foundation501(c)(3)Jacksonville, FL
4Howard University501(c)(3)Washington, DC
5Samaritan Healthcare and Hospice501(c)(3)Marlton, NJ
6Second Harvest Food Bank of Santa Clara and San Mateo Counties501(c)(3)San Jose, CA
7University of San Francisco (USF)501(c)(3)San Francisco, CA
8Randolph Macon Academy (RMA)501(c)(3)Front Royal, VA
9University of Miami (UM)501(c)(3)Coral Gables, FL
10John Muir Health501(c)(3)Walnut Creek, CA
...and 74 more Valic not-for-profit tax-exempt clients identified by Cause IQ

Valic competitors

Competitors to Valic in the nonprofit sector include Ubs Financial Services, Global Retirement Partners LLC, Merrill Lynch Pierce Fenner and Smith, Nationwide, Valic Retirement Services Company, Nationwide Life Insurance Company, Variable Annuity Life Insurance Company, Morgan Stanley Smith Barney LLC, Aetna Life Insurance Company, and Great West Life and Annuity Company.

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