Oppenheimer is a firm that provides investment management, consulting services, financial advisor, insurance, and fiduciary trustee 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 Oppenheimer clients are hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and assisted living and continuing care retirement communities with revenues ranging from $23 million to $150 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co. Inc..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Aid Atlanta | 501(c)(3) | Atlanta, GA | ||
| 2 | Sequoia Living | 501(c)(3) | San Francisco, CA | ||
| 3 | By the Bay Health (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 4 | Children's Aid and Family Services (CAFSNJ) | 501(c)(3) | Paramus, NJ | ||
| 5 | American Hotel & Lodging Association (AHLA) | 501(c)(6) | Washington, DC | ||
| 6 | Hospice of the Western Reserve | 501(c)(3) | Cleveland, OH | ||
| 7 | The McGregor Foundation | 501(c)(3) | East Cleveland, OH | ||
| 8 | Covenant Health of East Tennessee | 501(c)(3) | Knoxville, TN | ||
| 9 | Ballad Health | 501(c)(3) | Johnson City, TN | ||
| 10 | Pennock Hospital Board of Trustees | 501(c)(3) | Hastings, MI | ||
| ... | and 21 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Oppenheimer in the nonprofit sector include Cambridge Investment Research, Fiduciary Investment Advisors, Raymond James Financial Services, Capfinancial Partners, LLC, Minnesota Life Insurance Company, The Segal Company, Ameriprise Financial Services, RBC Capital Markets, Ubs Financial Services, Inc., and LPL Financial.
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