Cause IQ vendor profile

Oppenheimer Funds


Oppenheimer Funds is a firm that provides investment management and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and Oregon (although they are present in other states as well).

Most Oppenheimer Funds clients are individual and family services, outpatient health care practitioners and facilities, hospitals, vocational rehabilitation services, and professional associations with revenues ranging from $15 million to $232 million.

Primary location:
Centennial, CO
Clients in:
NY, CO
Identified clients:
21
Avg client size:
$121 mil revenue
Median client size:
$31 mil revenue

Oppenheimer Funds client list

  Name Type Location
1 United Way of Massachusetts Bay and Merrimack Valley 501(c)(3) Boston, MA
2 Columbia Community Mental Health 501(c)(3) Saint Helens, OR
3 Jefferson Health Plans 501(c)(4) Philadelphia, PA
4 Unity Medical Center / Christian Unity Hospital Corporation 501(c)(3) Grafton, ND
5 Learning with A Difference 501(c)(3) Encino, CA
6 Goodwill Vision Enterprises 501(c)(3) Rochester, NY
7 Morrison Child and Family Services 501(c)(3) Portland, OR
8 TCV Community Services 501(c)(3) Braddock, PA
9 Neighborhood House 501(c)(3) Portland, OR
10 Children's Hope Alliance 501(c)(3) Barium Springs, NC
... and 11 more Oppenheimer Funds not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer Funds competitors

Competitors to Oppenheimer Funds in the nonprofit sector include American Funds Distributors, Inc., Transamerica, Lincoln Financial Group, Towers Watson, Blue Cross Blue Shield Of Michigan, Hawaii Dental Service, Cambridge Investment Research Inc, Morningstar, Community Insurance Company, and State Street Global Advisors.

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