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, and elementary and secondary schools with revenues ranging from $18 million to $137 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 57 more Osaic Wealth Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth Inc in the nonprofit sector include Captrust, Capfinancial Partners, LLC, The Segal Company, Ameriprise Financial Services, Morgan Stanley Smith Barney, CBIZ Financial Solutions Inc, Prudential Insurance Company, Aetna Inc, Kibble and Prentice, and Marsh and Mclennan Agency.
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