Osaic Wealth, Inc. is a firm that provides insurance agent or broker, financial advisor, investment management, consulting services, and fiduciary trustee 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, and vocational rehabilitation services with revenues ranging from $24 million to $115 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Bay Area Community Services | 501(c)(3) | Oakland, CA | ||
| 2 | Search | 501(c)(3) | Chicago, IL | ||
| 3 | La Clinica de La Raza | 501(c)(3) | Oakland, CA | ||
| 4 | Bay Cove Human Services | 501(c)(3) | Boston, MA | ||
| 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 31 more Osaic Wealth, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth, Inc. in the nonprofit sector include Royal Alliance Associates Inc, Merrill Lynch Pierce Fenner and Smith, Stifel Nicolaus, Usi Consulting Group, Pentegra Services Inc., Reliance Trust Company, Edward Jones, Leafhouse Financial Advisors, LLC, Raymond James and Associates, and Ubs.
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