Cause IQ vendor profile

Delaware Vip Trust


Delaware Vip Trust is a firm that provides investment management and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Delaware Vip Trust clients are individual and family services, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, child and youth services, civic and social organizations, and vocational rehabilitation services with revenues ranging from $14 million to $131 million.

Primary location:
Philadelphia, PA
Clients in:
PA
Identified clients:
72
Avg client size:
$90 mil revenue
Median client size:
$23 mil revenue

Delaware Vip Trust client list

  Name Type Location
1 University Settlement Society of New York 501(c)(3) New York, NY
2 Girl Scouts of Northern California 501(c)(3) Alameda, CA
3 American Heart Association (AHA) 501(c)(3) Dallas, TX
4 Special Service for Groups (SSG) 501(c)(3) Los Angeles, CA
5 Children's Home Society of California 501(c)(3) Los Angeles, CA
6 University of Mount Saint Vincent (CMSV) 501(c)(3) Bronx, NY
7 Graham Windham 501(c)(3) Brooklyn, NY
8 Children's Wisconsin / Children's Hospital and Health System Inc 501(c)(3) Milwaukee, WI
9 Health Right 360 501(c)(3) San Francisco, CA
10 United Way of Greater St. Louis 501(c)(3) Saint Louis, MO
... and 62 more Delaware Vip Trust not-for-profit tax-exempt clients identified by Cause IQ

Delaware Vip Trust competitors

Competitors to Delaware Vip Trust in the nonprofit sector include Merrill Lynch Life Agency, Captrust, Advised Assets Group, LLC, Ubs Financial Services, Inc., Morningstar, CBIZ Retirement Plan Services, Wells Fargo Clearing Services LLC, Express Scripts, Community Insurance Company, and Davis Vision.

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