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, labor unions, and grantmaking foundations with revenues ranging from $3.6 million to $141 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:
MD, MA, WA, CA, MI, NY, MO, OR
Identified clients:
161
Avg client size:
$89 mil revenue
Median client size:
$10 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
5GS1 Us501(c)(6)Lawrenceville, NJ
6CSULB 49er Foundation501(c)(3)Long Beach, CA
7Asbury Communities501(c)(3)Frederick, MD
8William K. Bowes Jr. Foundation501(c)(3)San Francisco, CA
9Liz Claiborne and Art Ortenberg Foundation (LCAOF)501(c)(3)New York, NY
10Victoria Foundation501(c)(3)Newark, NJ
...and 151 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 Wells Fargo Bank, Ubs Financial Services, Neuberger Berman, Morgan Stanley Smith Barney LLC, Fidelity Investments, Ubs Financial Services Inc, Prudential, Morgan Stanley Smith Barney, Benefit Plans Admin Services, Inc., and Valic.

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