Cause IQ vendor profile

Osaic Wealth Inc


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 hospitals, outpatient health care practitioners and facilities, individual and family services, and trade associations with revenues ranging from $19 million to $137 million.

Primary location:
Scottsdale, AZ
Clients in:
AZ, NJ
Identified clients:
47
Avg client size:
$63 mil revenue
Median client size:
$23 mil revenue

Osaic Wealth Inc client list

  Name Type Location
1 American Jewish World Service 501(c)(3) New York, NY
2 Youth Guidance 501(c)(3) Chicago, IL
3 Interactive Advertising Bureau 501(c)(6) New York, NY
4 Community Providers of Adolescent Services (COMPASS) 501(c)(3) Dorchester, MA
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

Osaic Wealth Inc competitors

Competitors to Osaic Wealth Inc in the nonprofit sector include Raymond James and Associates, Inc., Metlife Securities Inc, Brighthouse Life Insurance Company, Axa Equitable Life Insurance, Massachusetts Mutual Life Insurance Co., Voya Retirement Ins and Annuity Company, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, and Advised Assets Group.

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