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, and elementary and secondary schools with revenues ranging from $18 million to $137 million.

Primary location:
Scottsdale, AZ
Clients in:
AZ, NJ
Identified clients:
67
Avg client size:
$67 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 57 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 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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