Cause IQ vendor profile

Oppenheimer Funds


Oppenheimer Funds is a firm that provides investment management and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).

Most Oppenheimer Funds clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $14 million to $189 million.

Primary location:
Englewood, CO
All locations:
CO, NY
Identified clients:
52
Avg client size:
$112 mil revenue
Median client size:
$29 mil revenue

Oppenheimer Funds client list

 NameTypeLocation
1Securities Industry and Financial Markets Association (SIFMA)501(c)(6)New York, NY
2National Cooperative Business Association (NCBA)501(c)(6)Washington, DC
3National Fish and Wildlife Foundation (NFWF)501(c)(3)Washington, DC
4Start Early501(c)(3)Chicago, IL
5United Way of Massachusetts Bay and Merrimack Valley501(c)(3)Boston, MA
6Learning with A Difference501(c)(3)Encino, CA
7Sibley Memorial Hospital (SMH)501(c)(3)Washington, DC
8Point Loma Nazarene University (PLNU)501(c)(3)San Diego, CA
9Oak Crest501(c)(3)Parkville, MD
10Living Legacy Foundation of Maryland501(c)(3)Baltimore, MD
...and 42 more Oppenheimer Funds not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer Funds competitors

Competitors to Oppenheimer Funds in the nonprofit sector include Manning and Napier, Goldman Sachs and Company, Comerica Bank, RBC Wealth Management, Cambridge Associates LLC, Great West Life and Annuity Company, Principal Financial Group, Premera Blue Cross, Excellus Bluecross Blueshield, and Axa Equitable Life Insurance.

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