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 $9.5 million to $66 million.

Primary location:
Denver, CO
Clients in:
NY, CO
Identified clients:
187
Avg client size:
$51 mil revenue
Median client size:
$20 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 177 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 Calvert Investment Management, Inc., Neuberger Berman, Voya Retirement Insurance and Annui, T. Rowe Price Associates, Inc., Great-West Life and Annuity Insurance Co., Nationwide, Mutual Of America Life Insurance Company, Kestra Investment Services LLC, Nationwide Life Insurance Company, and Capfinancial Partners, LLC.

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