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 outpatient health care practitioners and facilities, hospitals, and trade associations with revenues ranging from $20 million to $156 million.

Primary location:
Jersey City, NJ
Clients in:
AZ, NJ
Identified clients:
47
Avg client size:
$63 mil revenue
Median client size:
$25 mil revenue

Osaic Wealth Inc client list

  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

Osaic Wealth Inc competitors

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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