Cause IQ vendor profile

Oppenheimer Funds Inc.

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

Most Oppenheimer Funds Inc. clients are outpatient health care practitioners and facilities, civic and social organizations, and individual and family services with revenues ranging from $10 million to $75 million.

Primary location:
Denver, CO
All locations:
Identified clients:
Avg client size:
$40 mil revenue
Median client size:
$21 mil revenue

Oppenheimer Funds Inc. client list

1Young Adult Institute (YAI)501(c)(3)New York, NY
2New York Road Runners501(c)(3)New York, NY
3United Way of Metropolitan Chicago501(c)(3)Chicago, IL
4Cedar Tree Public Charter School (CTA)501(c)(3)Washington, DC
5New York Foundation for Senior Citizens (NYFSC)501(c)(3)New York, NY
6Tarzana Treatment Centers (TTC)501(c)(3)Tarzana, CA
7The Union League of Philadelphia501(c)(7)Philadelphia, PA
8Child Mind Institute501(c)(3)New York, NY
9Boys and Girls Clubs of the Peninsula501(c)(3)Menlo Park, CA
10Lincoln501(c)(3)Oakland, CA
...and 49 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 Ropes and Gray LLP, Oppenheimer Funds, Manning and Napier, M&T Bank, Goldman Sachs and Company, Comerica Bank, Franklin Templeton, RBC Wealth Management, Charles Schwab Bank, and Cambridge Associates LLC.

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