Cause IQ vendor profile


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 and California (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 $19 million to $322 million.

Primary location:
Houston, TX
All locations:
Identified clients:
Avg client size:
$302 mil revenue
Median client size:
$36 mil revenue

Valic client list

1Mayo Clinic501(c)(3)Rochester, MN
2The Nemours Foundation501(c)(3)Jacksonville, FL
3Morehouse College501(c)(3)Atlanta, GA
4Samaritan Healthcare and Hospice501(c)(3)Mount Laurel, NJ
5Hawken School501(c)(3)Gates Mills, OH
6Second Harvest of Silicon Valley501(c)(3)San Jose, CA
7University of San Francisco (USF)501(c)(3)San Francisco, CA
8JourneyCare501(c)(3)Glenview, IL
9Coram Deo Academy (CDA)501(c)(3)Lewisville, TX
10The Lambs Farm501(c)(3)Libertyville, IL
...and 92 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, Inc., JP Morgan Chase, Ubs Financial Services, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Great West Life and Annuity Company, Variable Annuity Life Insurance Company, and Principal Financial Group.

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