National Financial Services is a firm that provides investment management, commercial bank, administrative support, insurance agent or broker, and consulting services 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, colleges, universities, and professional schools, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $65 million to $752 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 | Metropolitan Opera Association | 501(c)(3) | New York, NY | ||
| 9 | Children's Specialized Hospital | 501(c)(3) | Mountainside, NJ | ||
| 10 | Winrock International Institute for Agricultural Development | 501(c)(3) | Little Rock, AR | ||
| ... | and 282 more National Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to National Financial Services in the nonprofit sector include Oppenheimer, Charles Schwab and Co., Inc., Milliman, Lincoln National Corporation, Great-West Life and Annuity Insurance Co., Fidelity Investments Institutional, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Newport Group, Inc., and Vanguard Group, Inc..
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