Ubs is a firm that provides financial advisor, investment management, commercial bank, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (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 $4.3 million to $171 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 | 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 | Alan B. Slifka Foundation | 501(c)(3) | New York, NY | ||
| 6 | Landry Family Foundation | 501(c)(3) | Boston, MA | ||
| 7 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 8 | Whitefield Academy | 501(c)(3) | Mableton, GA | ||
| 9 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 10 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| ... | and 23 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Ubs Financial Services, Cambridge Investment Research Inc, RBC Capital Markets, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Fidelity, Merrill Lynch, Principal, Alerus Financial, N.a., and Matrix Trust Company.
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.