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 Oregon and Pennsylvania (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, vocational rehabilitation services, and professional associations with revenues ranging from $17 million to $258 million.

Primary location:
Centennial, CO
Clients in:
NY, CO
Identified clients:
20
Avg client size:
$132 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) St Helens, OR
3 Jefferson Health Plans 501(c)(4) Philadelphia, PA
4 Comprehensive Community Action Program 501(c)(3) Cranston, RI
5 Unity Medical Center / Christian Unity Hospital Corporation 501(c)(3) Grafton, ND
6 Goodwill Vision Enterprises 501(c)(3) Rochester, NY
7 Learning with A Difference 501(c)(3) Encino, CA
8 Morrison Child and Family Services 501(c)(3) Portland, OR
9 TCV Community Services 501(c)(3) Homestead, PA
10 Neighborhood House 501(c)(3) Portland, OR
... and 10 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 Conduent HR Consulting, LLC, Well and Good LLC, Onedigital Investment Advisors, Nixon Peabody, Capfinancial Partners, CBIZ Investment Advisory Services, Morningstar Associates, LLC, Amalgamated Bank, Seyfarth Shaw LLP, and Vision Benefits Of America.

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