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, and trade associations with revenues ranging from $20 million to $156 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 | Family Life Academy Charter Schools | 501(c)(3) | Bronx, NY | ||
| 4 | Youth Guidance | 501(c)(3) | Chicago, IL | ||
| 5 | Interactive Advertising Bureau | 501(c)(6) | New York, NY | ||
| 6 | Albert Einstein Medical Center | 501(c)(3) | Philadelphia, PA | ||
| 7 | Hackensack Meridian Health | 501(c)(3) | Edison, NJ | ||
| 8 | Greater Philadelphia Health Action (GPHA) | 501(c)(3) | Philadelphia, PA | ||
| 9 | Harris County Emergency Corps (HCEC) | 501(c)(3) | Houston, TX | ||
| 10 | Association for Neurologically Impaired Brain Injured Children | 501(c)(3) | Bayside, NY | ||
| ... | 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 Valic, Voya, Commonwealth Financial Network, Leafhouse Financial Advisors, LLC, CBIZ Benefits and Insurance Services, Lincoln National Life Insurance, Raymond James Financial Services, Northwestern Mutual Investment Serv, RBC Capital Markets, and Mma Securities LLC.
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