Cause IQ vendor profile

Victory


Victory is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts (although they are present in other states as well).

Most Victory clients are hospitals, outpatient health care practitioners and facilities, and assisted living and continuing care retirement communities with revenues ranging from $47 million to $261 million.

Primary location:
Birmingham, MI
All locations:
MI
Identified clients:
57
Avg client size:
$145 mil revenue
Median client size:
$54 mil revenue

Victory client list

 NameTypeLocation
1Vera Institute of Justice501(c)(3)Brooklyn, NY
2Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
3Motion Picture Association (MPAA)501(c)(6)Sherman Oaks, CA
4Brooklyn Community Services (BCS)501(c)(3)Brooklyn, NY
5The Children's Home Society of Florida501(c)(3)Orlando, FL
6Kansas City Art Institute (KCAI)501(c)(3)Kansas City, MO
7Antioch College501(c)(3)Yellow Springs, OH
8Humangood Socal501(c)(3)Duarte, CA
9AgeSpan (ESMV)501(c)(3)Lawrence, MA
10Parker University501(c)(3)Dallas, TX
...and 47 more Victory not-for-profit tax-exempt clients identified by Cause IQ

Victory competitors

Competitors to Victory in the nonprofit sector include Massachusetts Mutual Life Ins. Co., Investment Performance Services, Alliancebernstein L.P., Lincoln National Life Insurance, CMFG Life Insurance Company, NFP Insurance Services Inc, Alerus Financial, N.a., Commonwealth Financial Network, Delaware Investments, and Kestra Advisory Services LLC.

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