Osaic Wealth, Inc. is a firm that provides insurance agent or broker, financial advisor, consulting services, fiduciary trustee, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Osaic Wealth, Inc. clients are outpatient health care practitioners and facilities, individual and family services, elementary and secondary schools, residential intellectual and developmental disability facilities, services for the elderly and people with disabilities, and vocational rehabilitation services with revenues ranging from $24 million to $116 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Search | 501(c)(3) | Chicago, IL | ||
| 2 | La Clinica de La Raza | 501(c)(3) | Oakland, CA | ||
| 3 | Bay Cove Human Services | 501(c)(3) | Boston, MA | ||
| 4 | Bay Area Community Services | 501(c)(3) | Oakland, CA | ||
| 5 | Planned Parenthood Northern CA | 501(c)(3) | Concord, CA | ||
| 6 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 7 | STAR Sports Theatre Arts and Recreation | 501(c)(3) | Culver City, CA | ||
| 8 | American College of Emergency Physicians | 501(c)(6) | Irving, TX | ||
| 9 | Tri-County Care Management Organization | 501(c)(3) | Branchburg, NJ | ||
| 10 | New England Life Care (NELC) | 501(c)(3) | Scarborough, ME | ||
| ... | and 29 more Osaic Wealth, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth, Inc. in the nonprofit sector include Ubs Financial Services, Cambridge Investment Research Inc, Ameriprise Financial Services, Mma Securities LLC, Cambridge Investment Research, NFP Retirement Inc., Ubs Financial Services, Inc., RBC Capital Markets, Minnesota Life Insurance Company, and Northwestern Mutual Investment Serv.
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