Cause IQ vendor profile

Osaic Wealth Inc


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.

Primary location:
Scottsdale, AZ
Clients in:
AZ, NJ
Identified clients:
68
Avg client size:
$65 mil revenue
Median client size:
$27 mil revenue

Osaic Wealth Inc client list

  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

Osaic Wealth Inc competitors

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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