Cause IQ vendor profile

Victory


Victory is a firm that provides investment management, tax accounting, and financial advisor 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 colleges, universities, and professional schools, individual and family services, religious organizations, elementary and secondary schools, hospitals, amateur sports, youth sports, and recreational services, and grantmaking foundations with revenues ranging from $16 million to $190 million.

Primary location:
Santa Cruz, CA
Clients in:
CA
Identified clients:
10
Avg client size:
$168 mil revenue
Median client size:
$65 mil revenue

Victory client list

  Name Type Location
1 Augsburg University 501(c)(3) Minneapolis, MN
2 Greater Twin Cities United Way 501(c)(3) Minneapolis, MN
3 University of Maryland Capital Region Health 501(c)(3) Upper Marlboro, MD
4 Partnership for Community Action (PCA) 501(c)(3) Decatur, GA
5 Avila University 501(c)(3) Kansas City, MO
6 Children's Physicians 501(c)(3) Omaha, NE
7 The Highlander Charter School 501(c)(3) Providence, RI
8 Norcal Flag Football 501(c)(3) Capitola, CA
9 Calvary Street-Isaiah 58 Ministries 501(c)(3) San Francisco, CA
10 Lutheran Social Services of ND 501(c)(3) New Brighton, MN

Victory competitors

Competitors to Victory in the nonprofit sector include Ropes and Gray LLP, CBIZ, State Street Global Advisors, Creative Planning, Towers Watson, Capfinancial Partners, LLC, Merrill Lynch Pierce Fenner and Smith, J P Morgan, Edward Jones, and Mercer.

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