Osaic Wealth Inc is a firm that provides insurance agent or broker, financial advisor, investment management, insurance, and audit accounting 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, elementary and secondary schools, and individual and family services with revenues ranging from $17 million to $136 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Damon Runyon Cancer Research Foundation | 501(c)(3) | New York, NY | ||
| 2 | American Jewish World Service | 501(c)(3) | New York, NY | ||
| 3 | UCSF Benioff Children's Hospital Oakland | 501(c)(3) | Oakland, CA | ||
| 4 | Judge Rotenberg Center (JRC) | 501(c)(3) | Canton, MA | ||
| 5 | United Way of Metropolitan Dallas | 501(c)(3) | Dallas, TX | ||
| 6 | Family Life Academy Charter Schools | 501(c)(3) | Bronx, NY | ||
| 7 | Youth Guidance | 501(c)(3) | Chicago, IL | ||
| 8 | Neighborhood Charter Schools (NCSH) | 501(c)(3) | New York, NY | ||
| 9 | Interactive Advertising Bureau | 501(c)(6) | New York, NY | ||
| 10 | Coney Island Preparatory Public Charter School | 501(c)(3) | Brooklyn, NY | ||
| ... | and 58 more Osaic Wealth Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth Inc in the nonprofit sector include Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, The Segal Company, Ameriprise Financial Services, Capfinancial Partners, LLC, Captrust, Merrill Lynch, CBIZ Benefits and Insurance Services, and United Healthcare.
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