Cause IQ vendor profile

Victory


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 and California (although they are present in other states as well).

Most Victory clients are individual and family services, colleges, universities, and professional schools, religious organizations, elementary and secondary schools, hospitals, amateur sports, youth sports, and recreational services, and grantmaking foundations with revenues ranging from $18 million to $153 million.

Primary location:
Birmingham, MI
Clients in:
MI
Identified clients:
11
Avg client size:
$168 mil revenue
Median client size:
$65 mil revenue

Victory client list

  Name Type Location
1 Brooklyn Community Services (BCS) 501(c)(3) Brooklyn, NY
2 Augsburg University 501(c)(3) Minneapolis, MN
3 Greater Twin Cities United Way 501(c)(3) Minneapolis, MN
4 University of Maryland Capital Region Health 501(c)(3) Upper Marlboro, MD
5 Partnership for Community Action (PCA) 501(c)(3) Decatur, GA
6 Avila University 501(c)(3) Kansas City, MO
7 Children's Physicians 501(c)(3) Omaha, NE
8 The Highlander Charter School 501(c)(3) Providence, RI
9 Norcal Flag Football 501(c)(3) Capitola, CA
10 Calvary Street-Isaiah 58 Ministries 501(c)(3) San Francisco, CA
... and 1 more Victory not-for-profit tax-exempt clients identified by Cause IQ

Victory competitors

Competitors to Victory in the nonprofit sector include Towers Watson, Capfinancial Partners, LLC, Creative Planning, State Street Global Advisors, Conduent HR Consulting, LLC, Capfinancial Partners, State Street Bank, Ropes and Gray LLP, CBIZ, and Mercer.

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