Cause IQ vendor profile


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.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$10 mil revenue
Median client size:
$5.1 mil revenue

Ubs client list

1International Council of Shopping Centers (ICSC)501(c)(6)New York, NY
2Kohlberg Foundation501(c)(3)MT Kisco, NY
3Hollenbeck Palms501(c)(3)Los Angeles, CA
4Cal State East Bay Educational Foundation501(c)(3)Hayward, CA
5Early Learning Indiana (ELI)501(c)(3)Indianapolis, IN
6Nelda C. and H.J. Lutcher Stark Foundation501(c)(3)Orange, TX
7SHRM Foundation501(c)(3)Alexandria, VA
8Children's Mercy Hospital Foundation501(c)(3)Kansas City, MO
9Laborers International Union of North America (LIUNA)501(c)(5)El Monte, CA
10Richard Lounsbery FOUNDATION501(c)(3)Washington, DC
...and 8 more Ubs not-for-profit tax-exempt clients identified by Cause IQ

Ubs competitors

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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