Osaic Wealth Inc is a firm that provides insurance agent or broker, financial advisor, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Osaic Wealth Inc clients are outpatient health care practitioners and facilities, hospitals, individual and family services, and trade associations with revenues ranging from $21 million to $118 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 2 | United Way of Metropolitan Dallas | 501(c)(3) | Dallas, TX | ||
| 3 | Youth Guidance | 501(c)(3) | Chicago, IL | ||
| 4 | Interactive Advertising Bureau | 501(c)(6) | New York, NY | ||
| 5 | Albert Einstein Medical Center | 501(c)(3) | Philadelphia, PA | ||
| 6 | Greater Philadelphia Health Action (GPHA) | 501(c)(3) | Philadelphia, PA | ||
| 7 | Hackensack Meridian Health | 501(c)(3) | Edison, NJ | ||
| 8 | Denver Art Museum | 501(c)(3) | Denver, CO | ||
| 9 | Harris County Emergency Corps (HCEC) | 501(c)(3) | Houston, TX | ||
| 10 | Abilitypath | 501(c)(3) | Redwood City, CA | ||
| ... | and 37 more Osaic Wealth Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth Inc in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Royal Alliance Associates Inc, Advised Assets Group, Reliance Trust Company, Stifel Nicolaus, Cetera Advisor Networks, LLC, The Variable Annuity Life Insurance, Metlife, and Ubs Financial Services, Inc..
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