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 California, New York, 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, individual and family services, and grantmaking foundations with revenues ranging from $2.0 million to $202 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 | Front Porch Communities and Services | 501(c)(3) | Glendale, CA | ||
| 2 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 3 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 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 | Holland M Ware Charitable Foundation | 501(c)(3) | Eagle, ID | ||
| 10 | Laborers International Union of North America (LIUNA) | 501(c)(5) | Covina, CA | ||
| ... | and 20 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Ubs Financial Services, Inc., RBC Capital Markets, Ubs Financial Services, Alerus Financial, N.a., Raymond James and Associates, Fidelity, Merrill Lynch, Newport Group, Inc., Morgan Stanley Smith Barney LLC, and RBC Wealth Management.
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