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, and hospitals with revenues ranging from $19 million to $135 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:
$64 mil revenue
Median client size:
$30 mil revenue

Oppenheimer client list

1Adapt Community Network501(c)(3)New York, NY
2Robin Hood Foundation / Tudor Charitable TR501(c)(3)New York, NY
3Motion Picture Association of America (MPAA)501(c)(6)Sherman Oaks, CA
4Council of Chief State School Officers501(c)(3)Washington, DC
5Aid Atlanta501(c)(3)Atlanta, GA
6The Exploratorium501(c)(3)San Francisco, CA
7Uli - The Urban Land Institute501(c)(3)Washington, DC
8Trout Unlimited (TU)501(c)(3)Arlington, VA
9Student Conservation Association (SCA)501(c)(3)Arlington, VA
10The California Endowment501(c)(3)Los Angeles, CA
...and 65 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer competitors

Competitors to Oppenheimer in the nonprofit sector include LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Raymond James and Associates, Morgan Stanley Smith Barney, Morgan Stanley, Fidelity Investments, Prudential, and Mercer.

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