Cause IQ vendor profile

National Financial Services

National Financial Services is a firm that provides investment management, commercial bank, fiduciary trustee, professional and technical services, and financial advisor to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most National Financial Services clients are hospitals and outpatient health care practitioners and facilities with revenues ranging from $66 million to $599 million.

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

Primary location:
Jersey City, NJ
All locations:
Identified clients:
Avg client size:
$296 mil revenue
Median client size:
$111 mil revenue

National Financial Services client list

1Dana-Farber Cancer Institute501(c)(3)Boston, MA
2The Nemours Foundation501(c)(3)Jacksonville, FL
3City of Hope National Medical Center501(c)(3)Duarte, CA
4Shriners Hospitals for Children501(c)(3)Tampa, FL
5Cooperative for Assistance and Relief EVERYWHERE501(c)(3)Atlanta, GA
6Art Institute of Chicago (AIC)501(c)(3)Chicago, IL
7United States PHARMACOPEIAL Convention (USP)501(c)(3)Rockville, MD
8Mercy Corps501(c)(3)Portland, OR
9United States Golf Association (USGA)501(c)(3)Liberty Corner, NJ
10Environmental Defense Fund (EDF)501(c)(3)New York, NY
...and 339 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 TIAA, Charles Schwab and Co., Inc., State Street Global Advisors, Fidelity Investments Institutional, Vanguard Group, Inc., Newport Group, Inc., Aetna Life Insurance Company, BNY Mellon, JP Morgan Chase, and Ubs Financial Services.

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