Cause IQ vendor profile


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..

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$40 mil revenue
Median client size:
$19 mil revenue

Oppenheimer client list

1Aid Atlanta501(c)(3)Atlanta, GA
2Northern California Presbyterian Homes and Services501(c)(3)San Francisco, CA
3Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
4American Consumer Credit Counseling (ACCC)501(c)(3)Auburndale, MA
5Ridgeview Medical Center501(c)(3)Waconia, MN
6New York Eye and Ear Infirmary of Mount Sinai (NYEE)501(c)(3)New York, NY
7Hospice of the Western Reserve501(c)(3)Cleveland, OH
8Trustbridge501(c)(3)West Palm Beach, FL
9The McGregor Foundation501(c)(3)East Cleveland, OH
10Mental Health Association of Westchester County501(c)(3)Tarrytown, NY
...and 41 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer competitors

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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