National Financial Services is a firm that provides investment management, commercial bank, administrative support, consulting services, 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 National Financial Services clients are hospitals, outpatient health care practitioners and facilities, and colleges, universities, and professional schools with revenues ranging from $67 million to $825 million.
Previous legal names, trade names, or just variations of their name include: National Financial Services LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Shriners Hospitals for Children | 501(c)(3) | Tampa, FL | ||
| 3 | Cooperative for Assistance and Relief EVERYWHERE | 501(c)(3) | Atlanta, GA | ||
| 4 | Mercy Corps | 501(c)(3) | Portland, OR | ||
| 5 | United States Pharmacopoeial Convention (USP) | 501(c)(3) | Rockville, MD | ||
| 6 | Environmental Defense Fund (EDF) | 501(c)(3) | New York, NY | ||
| 7 | United States Golf Association (USGA) | 501(c)(3) | Liberty Corner, NJ | ||
| 8 | United Service Organizations | 501(c)(3) | Arlington, VA | ||
| 9 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 10 | International Aids Vaccine Initiative (IAVI) | 501(c)(3) | New York, NY | ||
| ... | and 295 more National Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to National Financial Services in the nonprofit sector include Fidelity Investments Institutional, Capfinancial Partners, LLC, Kestra Advisory Services LLC, Global Retirement Partners LLC, Matrix Trust Company, Newport Group, Inc., Vanguard Group, Inc., TIAA, Charles Schwab and Co., Inc., and Oppenheimer.
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