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 New York (although they are present in other states as well).

Most Oppenheimer Funds clients are outpatient health care practitioners and facilities, individual and family services, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $17 million to $191 million.

Primary location:
Centennial, CO
Clients in:
NY, CO
Identified clients:
33
Avg client size:
$121 mil revenue
Median client size:
$31 mil revenue

Oppenheimer Funds client list

  Name Type Location
1 Securities Industry and Financial Markets Association (SIFMA) 501(c)(6) New York, NY
2 United Way of Massachusetts Bay and Merrimack Valley 501(c)(3) Boston, MA
3 Point Loma Nazarene University (PLNU) 501(c)(3) San Diego, CA
4 Oak Crest Village 501(c)(3) Parkville, MD
5 Columbia Community Mental Health 501(c)(3) Saint Helens, OR
6 Jefferson Health Plans 501(c)(4) Philadelphia, PA
7 NSF International (NSF) 501(c)(3) Ann Arbor, MI
8 Bristol Bay Area Health Corporation 501(c)(3) Dillingham, AK
9 Wayne Memorial Hospital (WMH) 501(c)(3) Honesdale, PA
10 RiseBoro Community Partnership (RBSCC) 501(c)(3) Brooklyn, NY
... and 23 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 Mass Mutual, Massachusetts Mutual Life Ins Company, Pacificsource Health Plans, Humana Insurance Company, HCC Life Insurance Company, Trowe Price, State Street Corporation, Anthem Health Plans Of Kentucky, Inc., Delta Dental Of Colorado, and Great-West Life and Annuity Insurance Co..

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