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, elementary and secondary schools, outpatient health care practitioners and facilities, hospitals, assisted living and continuing care retirement communities, child and youth services, and grantmaking foundations with revenues ranging from $3.6 million to $192 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 | The Rotary Foundation of Rotary International | 501(c)(3) | Evanston, IL | ||
| 2 | Front Porch Communities and Services | 501(c)(3) | Glendale, CA | ||
| 3 | Jerome L Greene Foundation | 501(c)(3) | New York, NY | ||
| 4 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 5 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 6 | Grey Rocks Foundation | 501(c)(3) | Boston, MA | ||
| 7 | Alan B. Slifka Foundation | 501(c)(3) | New York, NY | ||
| 8 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 9 | The Moody Foundation | 501(c)(3) | Galveston, TX | ||
| 10 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| ... | and 26 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Trowe Price, Merrill Lynch, Matrix Trust Company, Fidelity, Alerus Financial, N.a., Principal, Raymond James and Associates, and Kestra Advisory Services LLC.
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