Oppenheimer is a firm that provides investment management, consulting services, insurance, financial advisor, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Oppenheimer clients are outpatient health care practitioners and facilities, hospitals, and residential intellectual and developmental disability facilities with revenues ranging from $15 million to $102 million.
Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co., Inc..
|1||Aid Atlanta||501(c)(3)||Atlanta, GA|
|2||Northern California Presbyterian Homes and Services||501(c)(3)||San Francisco, CA|
|3||Hospice by the Bay (HBTB)||501(c)(3)||Larkspur, CA|
|4||American Consumer Credit Counseling (ACCC)||501(c)(3)||Auburndale, MA|
|5||Ridgeview Medical Center||501(c)(3)||Waconia, MN|
|6||New York Eye and Ear Infirmary of Mount Sinai (NYEE)||501(c)(3)||New York, NY|
|7||Hospice of the Western Reserve||501(c)(3)||Cleveland, OH|
|8||Trustbridge||501(c)(3)||West Palm Beach, FL|
|9||The McGregor Foundation||501(c)(3)||East Cleveland, OH|
|10||Mental Health Association of Westchester County||501(c)(3)||Tarrytown, NY|
|...||and 41 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ|
Competitors to Oppenheimer in the nonprofit sector include Morgan Stanley Smith Barney LLC, Raymond James and Associates, Ubs Financial Services, LPL Financial, Morgan Stanley, Morgan Stanley Smith Barney, Fidelity Investments, Prudential, Towers Watson Delaware Inc, and Cambridge Associates LLC.
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