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.
| 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 | ||||
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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