Cause IQ vendor profile

National Financial Services


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, grantmaking foundations, colleges, universities, and professional schools, and outpatient health care practitioners and facilities with revenues ranging from $56 million to $770 million.

Previous legal names, trade names, or just variations of their name include: National Financial Services LLC.

Primary location:
Jersey City, NJ
Clients in:
MA, NY, KY, NJ
Identified clients:
280
Avg client size:
$414 mil revenue
Median client size:
$122 mil revenue

National Financial Services client list

  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 Environmental Defense Fund (EDF) 501(c)(3) New York, NY
5 Mercy Corps 501(c)(3) Portland, OR
6 United States Pharmacopeial Convention (USP) 501(c)(3) Rockville, MD
7 United States Golf Association (USGA) 501(c)(3) Liberty Corner, NJ
8 Children's Specialized Hospital 501(c)(3) Mountainside, NJ
9 Winrock International 501(c)(3) Little Rock, AR
10 Solomon R. Guggenheim Foundation (SRGF) 501(c)(3) New York, NY
... and 270 more National Financial Services not-for-profit tax-exempt clients identified by Cause IQ

National Financial Services competitors

Competitors to National Financial Services in the nonprofit sector include Newport Group, Inc., Vanguard Group, Inc., Variable Annuity Life Insurance Company, TIAA, Variable Annuity Life Insurance Co., Empower Annuity Insurance Company, Great-West Life and Annuity Insurance Co., Commonwealth Financial Network, Gallagher Benefit Services Inc, and Valic.

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