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, 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..

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$41 mil revenue
Median client size:
$18 mil revenue

Oppenheimer client list

1Aid Atlanta501(c)(3)Atlanta, GA
2Heifer Project International501(c)(3)Little Rock, AR
3Northern California Presbyterian Homes and Services501(c)(3)San Francisco, CA
4Hospice by the Bay (HBTB)501(c)(3)Larkspur, CA
5American Consumer Credit Counseling (ACCC)501(c)(3)Auburndale, MA
6Ridgeview Medical Center501(c)(3)Waconia, MN
7New York Eye and Ear Infirmary of Mount Sinai (NYEE)501(c)(3)New York, NY
8Hospice of the Western Reserve501(c)(3)Cleveland, OH
9Mental Health Association of Westchester County501(c)(3)Tarrytown, NY
10Jewish Community Center of Orange County501(c)(3)Irvine, CA
...and 41 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer competitors

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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