Cause IQ vendor profile

Ubs


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 $183 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.

Primary location:
New York, NY
All locations:
GA, CO, MA, NJ, NY, CT, CA
Identified clients:
31
Avg client size:
$144 mil revenue
Median client size:
$7.1 mil revenue

Ubs client list

 NameTypeLocation
1Front Porch Communities and Services501(c)(3)Glendale, CA
2Hollenbeck Palms501(c)(3)Los Angeles, CA
3Kohlberg Foundation501(c)(3)Armonk, NY
4WellStar Health System501(c)(3)Marietta, GA
5Moody Foundation501(c)(3)Galveston, TX
6Early Learning Indiana (ELI)501(c)(3)Indianapolis, IN
7Inasmuch Foundation501(c)(3)Oklahoma City, OK
8Bristol Bay Area Health Corporation501(c)(3)Dillingham, AK
9Laborers International Union of North America (LIUNA)501(c)(5)Covina, CA
10Landry Family Foundation501(c)(3)Boston, MA
...and 21 more Ubs not-for-profit tax-exempt clients identified by Cause IQ

Ubs competitors

Competitors to Ubs in the nonprofit sector include RBC Capital Markets, Ubs Financial Services, Alerus Financial, N.a., Merrill Lynch, Raymond James and Associates, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, RBC Wealth Management, Trowe Price, and Reliance Trust Company.

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