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 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 $4.2 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 | 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 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 9 | Whitefield Academy | 501(c)(3) | Mableton, GA | ||
| 10 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| ... | and 20 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Fidelity, Merrill Lynch, Alerus Financial, N.a., Matrix Trust Company, Raymond James and Associates, Kestra Advisory Services LLC, RBC Capital Markets, Cambridge Investment Research Inc, Ubs Financial Services, and Benefit Plans Admin Services, Inc..
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