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.
| 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 | ||||
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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