Osaic Wealth, Inc. is a firm that provides insurance agent or broker, financial advisor, consulting services, investment management, and insurance 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, services for the elderly and people with disabilities, individual and family services, and vocational rehabilitation services with revenues ranging from $22 million to $116 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Search Incorporated | 501(c)(3) | Chicago, IL | ||
| 2 | Community Providers of Adolescent Services (COMPASS) | 501(c)(3) | Dorchester, MA | ||
| 3 | La Clinica de La Raza | 501(c)(3) | Oakland, CA | ||
| 4 | Bay Cove Human Services | 501(c)(3) | Boston, MA | ||
| 5 | Bay Area Community Services | 501(c)(3) | Oakland, CA | ||
| 6 | Western Wisconsin Health | 501(c)(3) | Baldwin, WI | ||
| 7 | Planned Parenthood Northern CA | 501(c)(3) | Concord, CA | ||
| 8 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 9 | American College of Emergency Physicians | 501(c)(6) | Dallas, TX | ||
| 10 | King's Ridge Christian School | 501(c)(3) | Alpharetta, GA | ||
| ... | and 35 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, Reliance Trust Company, Marsh and Mclennan Agency, LLC, Stifel Nicolaus, Usi Consulting Group, Cetera Advisor Networks, LLC, Ubs Financial Services, Inc., Captrust, and Wells Fargo Clearing Services LLC.
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