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 $2.9 million to $162 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 | Jerome L Greene Foundation | 501(c)(3) | New York, NY | ||
| 3 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 4 | Grey Rocks Foundation | 501(c)(3) | Boston, MA | ||
| 5 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 6 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 7 | The Moody Foundation | 501(c)(3) | Galveston, TX | ||
| 8 | Inasmuch Foundation | 501(c)(3) | Oklahoma City, OK | ||
| 9 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 10 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| ... | and 21 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Matrix Trust Company, Fidelity, Global Retirement Partners LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, Raymond James and Associates, Merrill Lynch, Newport Group, Inc., Vanguard Group, Inc., and Morgan Stanley Smith Barney LLC.
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