Ubs Financial Services is a firm that provides financial advisor, investment management, insurance agent or broker, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Delaware and Texas (although they are present in other states as well).
Most Ubs Financial Services clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $1.3 million to $31 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Windsong Trust | 501(c)(3) | Manhattan Beach, CA | ||
| 2 | Cy Twombly Foundation | 501(c)(3) | New York, NY | ||
| 3 | Walter S Johnson Foundation (WSJF) | 501(c)(3) | San Francisco, CA | ||
| 4 | The Frank De Angeli Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 5 | Wilson-Oconnor Family Foundation | 501(c)(3) | Reston, VA | ||
| 6 | Marcus Jewish Community Center of Atlanta (MJCCA) | 501(c)(3) | Dunwoody, GA | ||
| 7 | Hamill Foundation | 501(c)(3) | Houston, TX | ||
| 8 | University of Houston Law Foundation | 501(c)(3) | Houston, TX | ||
| 9 | Genesis Healthcare System | 501(c)(3) | Zanesville, OH | ||
| 10 | Ana G Mendez University | 501(c)(3) | Orlando, FL | ||
| ... | and 96 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs Financial Services in the nonprofit sector include RBC Wealth Management, Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC, Ascensus, Ubs Financial Services, Inc., Wells Fargo Clearing Services LLC, JP Morgan Chase, The Segal Company, RBC Capital Markets, and Adp.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.