Cause IQ vendor profile

Morgan Stanley


Morgan Stanley is a firm that provides investment management, financial advisor, commercial bank, outsourced management, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Morgan Stanley clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $3.8 million to $143 million.

Previous legal names, trade names, or just variations of their name include: Morgan Stanley and Co, LLC; Morgan Stanley Co Inc; Morgan Stanley Domestic Holdings L; Morgan Stanley Co. LLC; and Morgan Stanley and Co. Inc..

Primary location:
New York, NY
All locations:
MA, MO, MI, OR, NY, CA
Identified clients:
143
Avg client size:
$93 mil revenue
Median client size:
$11 mil revenue

Morgan Stanley client list

 NameTypeLocation
1Harvard University501(c)(3)Cambridge, MA
2United Steelworkers USW501(c)(5)Pittsburgh, PA
3National Rural Electric Cooperative Association (NRECA)501(c)(6)Arlington, VA
4National School Boards Association (NSBA)501(c)(3)Alexandria, VA
5Morgan Stanley Global Impact Funding Trust501(c)(3)New York, NY
6GS1 Us501(c)(6)Lawrenceville, NJ
7CSULB 49er Foundation501(c)(3)Long Beach, CA
8Asbury Communities501(c)(3)Frederick, MD
9Rita and Alex Hillman Foundation (RAHF)501(c)(3)New York, NY
10NYU Winthrop Hospital501(c)(3)Mineola, NY
...and 133 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ

Morgan Stanley competitors

Competitors to Morgan Stanley in the nonprofit sector include Ubs Financial Services, Prudential, Bank Of America, Fidelity Investments, Neuberger Berman, Wells Fargo Bank, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Lincoln National Corporation, and BNY Mellon.

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