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 California, Florida, 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, elementary and secondary schools, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $19 million to $417 million.

Primary location:
Houston, TX
Clients in:
TX
Identified clients:
99
Avg client size:
$343 mil revenue
Median client size:
$38 mil revenue

Valic client list

 NameTypeLocation
1Johns Hopkins University (JHU)501(c)(3)Baltimore, MD
2The Nemours Foundation501(c)(3)Jacksonville, FL
3Morehouse College501(c)(3)Atlanta, GA
4Hawken School501(c)(3)Gates Mills, OH
5Samaritan Healthcare and Hospice501(c)(3)Mount Laurel, NJ
6University of San Francisco (USF)501(c)(3)San Francisco, CA
7Coram Deo Academy (CDA)501(c)(3)Lewisville, TX
8The Lambs Farm501(c)(3)Libertyville, IL
9John Muir Health501(c)(3)Walnut Creek, CA
10Hospital for Special Surgery (HSS)501(c)(3)New York, NY
...and 89 more Valic not-for-profit tax-exempt clients identified by Cause IQ

Valic competitors

Competitors to Valic in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., The Segal Company, JP Morgan Chase, Capfinancial Partners, LLC, Commonwealth Financial Network, Lincoln National Life Insurance, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Metlife Insurance Company.

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