Ubs is a firm that provides investment management, financial advisor, outsourced management, consulting services, and other accounting to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Ubs clients are health and disease research fundraising organizations, health and welfare funds, assisted living and continuing care retirement communities, child day care services, trade associations, labor unions, and grantmaking foundations with revenues ranging from $1.4 million to $20 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 | International Council of Shopping Centers (ICSC) | 501(c)(6) | New York, NY | ||
| 2 | Kohlberg Foundation | 501(c)(3) | MT Kisco, NY | ||
| 3 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 4 | Cal State East Bay Educational Foundation | 501(c)(3) | Hayward, CA | ||
| 5 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 6 | Nelda C. and H.J. Lutcher Stark Foundation | 501(c)(3) | Orange, TX | ||
| 7 | SHRM Foundation | 501(c)(3) | Alexandria, VA | ||
| 8 | Children's Mercy Hospital Foundation | 501(c)(3) | Kansas City, MO | ||
| 9 | Laborers International Union of North America (LIUNA) | 501(c)(5) | El Monte, CA | ||
| 10 | Richard Lounsbery FOUNDATION | 501(c)(3) | Washington, DC | ||
| ... | and 8 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Ubs Financial Services Inc, Towers Watson, JP Morgan Chase, Cambridge Associates, Wells Fargo Bank, Eagle Capital Management LLC, Morgan Stanley, Ubs Financial Services, Raymond James and Associates, and Morgan Stanley Smith Barney.
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