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 $3.1 million to $189 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 | Inasmuch Foundation | 501(c)(3) | Oklahoma City, OK | ||
| 10 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| ... | 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, Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., RBC Capital Markets, Matrix Trust Company, Fidelity, Alerus Financial, N.a., Global Retirement Partners LLC, Kestra Advisory Services LLC, and Raymond James and Associates.
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