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, individual and family services, services for the elderly and people with disabilities, and vocational rehabilitation services with revenues ranging from $24 million to $118 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Search Incorporated | 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 | Western Wisconsin Health | 501(c)(3) | Baldwin, WI | ||
| 6 | Planned Parenthood Northern CA | 501(c)(3) | Concord, CA | ||
| 7 | Complete Care Community Health Center I | 501(c)(3) | Los Angeles, CA | ||
| 8 | American College of Emergency Physicians | 501(c)(6) | Irving, TX | ||
| 9 | Tri-County Care Management Organization | 501(c)(3) | Branchburg, NJ | ||
| 10 | Atlantic General Hospital (AGH) | 501(c)(3) | Berlin, MD | ||
| ... | and 34 more Osaic Wealth, Inc. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Osaic Wealth, Inc. in the nonprofit sector include Wells Fargo Clearing Services LLC, Northwestern Mutual Investment Serv, Minnesota Life Insurance Company, Raymond James Financial Services, Ubs Financial Services, Cambridge Investment Research, Captrust, Healthcare Community Securities Cor, RBC Capital Markets, and Mma Securities LLC.
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