Cause IQ vendor profile

Morgan Stanley


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

Most Morgan Stanley clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $3.9 million to $146 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:
NY, CA, MA, OR, MI
Identified clients:
130
Avg client size:
$98 mil revenue
Median client size:
$12 mil revenue

Morgan Stanley client list

 NameTypeLocation
1President and Fellows of Harvard College501(c)(3)Cambridge, MA
2United Steelworkers - United 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 120 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, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Prudential, Bank Of America, Neuberger Berman, Lincoln National Corporation, Wells Fargo Bank, Merrill Lynch, and Northern Trust.

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