Cause IQ vendor profile

Oppenheimer Funds, Inc.


Oppenheimer Funds, Inc. is a firm that provides investment management and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Texas (although they are present in other states as well).

Most Oppenheimer Funds, Inc. clients are outpatient health care practitioners and facilities, individual and family services, residential intellectual and developmental disability facilities, and civic and social organizations with revenues ranging from $9.6 million to $62 million.

Primary location:
Denver, CO
Clients in:
NY, CO
Identified clients:
188
Avg client size:
$50 mil revenue
Median client size:
$19 mil revenue

Oppenheimer Funds, Inc. client list

  Name Type Location
1 Goodwill Industries International 501(c)(3) Rockville, MD
2 Michigan Humane 501(c)(3) Detroit, MI
3 Wayfinder Family Services 501(c)(3) Los Angeles, CA
4 Girl Scouts of Northern California 501(c)(3) Alameda, CA
5 American Heart Association (AHA) 501(c)(3) Dallas, TX
6 Brooklyn Prospect Charter School (BPCS) 501(c)(3) Brooklyn, NY
7 EIHAB Human Services 501(c)(3) Jamaica, NY
8 Achelis and Bodman Foundation 501(c)(3) New York, NY
9 Brockton Hospital 501(c)(3) Brockton, MA
10 Children's Wisconsin / Children's Hospital and Health System Inc 501(c)(3) Milwaukee, WI
... and 178 more Oppenheimer Funds, Inc. not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer Funds, Inc. competitors

Competitors to Oppenheimer Funds, Inc. in the nonprofit sector include Fidelity Investments Institutional, Voya Retirement Insurance and Annuity Co., Pimco, Adp, JP Morgan Chase, The Segal Company, US Bank, Capfinancial Partners, LLC, Deutsche Investment Management Amer, and MFS Variable Insurance Trust Iii.

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