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, educational support services, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, labor unions, and grantmaking foundations with revenues ranging from $4.1 million to $154 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 | Grey Rocks Foundation | 501(c)(3) | Boston, MA | ||
| 4 | Alan B. Slifka Foundation | 501(c)(3) | New York, NY | ||
| 5 | Landry Family Foundation | 501(c)(3) | Boston, MA | ||
| 6 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 7 | Whitefield Academy | 501(c)(3) | Mableton, GA | ||
| 8 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 9 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 10 | Bristol Bay Area Health Corporation | 501(c)(3) | Dillingham, AK | ||
| ... | and 25 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, Trowe Price, Reliance Trust Company, Morgan Stanley Smith Barney LLC, RBC Wealth Management, Raymond James and Associates, Inc., Sei Investments, Ubs Financial Services Inc, Newport Group, Inc., and Vanguard Group, Inc..
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