Victory is a firm that provides investment management, financial advisor, and tax accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota, California, and Rhode Island (although they are present in other states as well).
Most Victory clients are individual and family services, colleges, universities, and professional schools, hospitals, residential intellectual and developmental disability facilities, and religious organizations with revenues ranging from $31 million to $301 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brooklyn Community Services (BCS) | 501(c)(3) | Brooklyn, NY | ||
| 2 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 3 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 4 | Augsburg University | 501(c)(3) | Minneapolis, MN | ||
| 5 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 6 | Connecticut Community Care | 501(c)(3) | Bristol, CT | ||
| 7 | Step By Step | 501(c)(3) | Wilkes Barre, PA | ||
| 8 | McKenzie County Healthcare Systems | 501(c)(3) | Watford City, ND | ||
| 9 | Avila University | 501(c)(3) | Kansas City, MO | ||
| 10 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD | ||
| ... | and 6 more Victory not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Victory in the nonprofit sector include Towers Watson, Capfinancial Partners, LLC, State Street Global Advisors, Conduent HR Consulting, LLC, Capfinancial Partners, State Street Bank, Ropes and Gray LLP, CBIZ, Mercer, and Edward Jones.
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