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, 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 $3.8 million to $193 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 | Grey Rocks Foundation | 501(c)(3) | Boston, MA | ||
| 6 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 7 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 8 | The Moody Foundation | 501(c)(3) | Galveston, TX | ||
| 9 | Whitefield Academy | 501(c)(3) | Mableton, GA | ||
| 10 | Inasmuch Foundation | 501(c)(3) | Oklahoma City, OK | ||
| ... | and 24 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Ubs Financial Services, Ubs Financial Services, Inc., Cambridge Investment Research Inc, Benefit Plans Admin Services, Inc., RBC Capital Markets, Trowe Price, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Well and Good LLC, and Morgan Stanley Smith Barney.
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