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, residential intellectual and developmental disability facilities, hospitals, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $13 million to $112 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 | Heifer Project International | 501(c)(3) | Little Rock, AR | ||
| 3 | Northern California Presbyterian Homes and Services | 501(c)(3) | San Francisco, CA | ||
| 4 | Hospice by the Bay (HBTB) | 501(c)(3) | Larkspur, CA | ||
| 5 | American Consumer Credit Counseling (ACCC) | 501(c)(3) | Auburndale, MA | ||
| 6 | Ridgeview Medical Center | 501(c)(3) | Waconia, MN | ||
| 7 | New York Eye and Ear Infirmary of Mount Sinai (NYEE) | 501(c)(3) | New York, NY | ||
| 8 | Hospice of the Western Reserve | 501(c)(3) | Cleveland, OH | ||
| 9 | Mental Health Association of Westchester County | 501(c)(3) | Tarrytown, NY | ||
| 10 | Jewish Community Center of Orange County | 501(c)(3) | Irvine, CA | ||
| ... | and 41 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Oppenheimer in the nonprofit sector include Raymond James and Associates, Ubs Financial Services, Morgan Stanley Smith Barney, Morgan Stanley, Fidelity Investments, Prudential, Wells Fargo Bank, Mercer, Cambridge Associates, and Cambridge Associates LLC.
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