Ubs is a firm that provides financial advisor, investment management, consulting services, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Utah (although they are present in other states as well).
Most Ubs clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, assisted living and continuing care retirement communities, child and youth services, labor unions, and grantmaking foundations with revenues ranging from $2.5 million to $138 million.
Previous legal names, trade names, or just variations of their name include: World Wide Touring Inc Co Creative; and Trainline Touring LLC Co Creative Arti.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 2 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 3 | Cal State East Bay Educational Foundation | 501(c)(3) | Hayward, CA | ||
| 4 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 5 | Moody Foundation | 501(c)(3) | Galveston, TX | ||
| 6 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 7 | Inasmuch Foundation | 501(c)(3) | Oklahoma City, OK | ||
| 8 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| 9 | Laborers International Union of North America (LIUNA) | 501(c)(5) | Covina, CA | ||
| 10 | Richard Lounsbery FOUNDATION | 501(c)(3) | Washington, DC | ||
| ... | and 21 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Ubs Financial Services, Inc., Ubs Financial Services, RBC Capital Markets, Alerus Financial, N.a., Merrill Lynch, Raymond James and Associates, Fidelity, Bmo Harris Bank Na, Morgan Stanley Smith Barney, and Reliance Trust Company.
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