Cause IQ vendor profile

Oppenheimer


Oppenheimer is a firm that provides investment management, consulting services, financial advisor, insurance, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Oppenheimer clients are hospitals, inpatient nursing, hospice, and rehabilitative care facilities, and assisted living and continuing care retirement communities with revenues ranging from $19 million to $145 million.

Previous legal names, trade names, or just variations of their name include: Oppenheimer and Co. Inc..

Primary location:
New York, NY
All locations:
NY
Identified clients:
32
Avg client size:
$100 mil revenue
Median client size:
$41 mil revenue

Oppenheimer client list

 NameTypeLocation
1Council of Chief State School Officers501(c)(3)Washington, DC
2Aid Atlanta501(c)(3)Atlanta, GA
3Sequoia Living501(c)(3)San Francisco, CA
4BY The BAY Health (HBTB)501(c)(3)Larkspur, CA
5Children's Aid and Family Services (CAFSNJ)501(c)(3)Paramus, NJ
6American Hotel & Lodging Association (AHLA)501(c)(6)Washington, DC
7Hospice of the Western Reserve501(c)(3)Cleveland, OH
8The McGregor Foundation501(c)(3)East Cleveland, OH
9Covenant Health of East Tennessee501(c)(3)Knoxville, TN
10Ballad Health501(c)(3)Johnson City, TN
...and 22 more Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ

Oppenheimer competitors

Competitors to Oppenheimer in the nonprofit sector include Dimeo Schneider, Sageview Advisory Group, LLC, Ascensus, Vanguard Group, Inc., Fidelity Investments, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Marquette and Associates, Kestra Advisory Services LLC, and Global Retirement Partners LLC.

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