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 and New York (although they are present in other states as well).
Most Oppenheimer Funds clients are outpatient health care practitioners and facilities, hospitals, assisted living and continuing care retirement communities, and individual and family services with revenues ranging from $15 million to $175 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | United Way of Massachusetts Bay and Merrimack Valley | 501(c)(3) | Boston, MA | ||
| 3 | Point Loma Nazarene University (PLNU) | 501(c)(3) | San Diego, CA | ||
| 4 | Oak Crest | 501(c)(3) | Parkville, MD | ||
| 5 | Morrison Child and Family Services | 501(c)(3) | Portland, OR | ||
| 6 | Columbia Community Mental Health | 501(c)(3) | St Helens, OR | ||
| 7 | Jefferson Health Plans | 501(c)(4) | Philadelphia, PA | ||
| 8 | NSF International (NSF) | 501(c)(3) | Ann Arbor, MI | ||
| 9 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| 10 | Wayne Memorial Hospital (WMH) | 501(c)(3) | Honesdale, PA | ||
| ... | and 23 more Oppenheimer Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Oppenheimer Funds in the nonprofit sector include TD Ameritrade Trust Company, Massmutual, Charles Schwab Bank, Great West Life and Annuity Company, Capital Group Retirement Plan SVCS., John Hancock USA, Axa Equitable Life Insurance Compan, Voya Retirement Ins and Annuity Company, Massachusetts Mutual Life Insurance Co., and MML Insurance Agency LLC.
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