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 and New York (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, labor unions, and grantmaking foundations with revenues ranging from $3.2 million to $183 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 | Hollenbeck Palms | 501(c)(3) | Los Angeles, CA | ||
| 2 | Kohlberg Foundation | 501(c)(3) | Armonk, NY | ||
| 3 | Landry Family Foundation | 501(c)(3) | Boston, MA | ||
| 4 | Cal State East Bay Educational Foundation | 501(c)(3) | Hayward, CA | ||
| 5 | Inmaat Foundation | 501(c)(3) | New York, NY | ||
| 6 | WellStar Health System | 501(c)(3) | Marietta, GA | ||
| 7 | Moody Foundation | 501(c)(3) | Galveston, TX | ||
| 8 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 9 | Inasmuch Foundation | 501(c)(3) | Oklahoma City, OK | ||
| 10 | Faculty Physicians and Surgeons of LLUSM | 501(c)(3) | Loma Linda, CA | ||
| ... | and 21 more Ubs not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., RBC Capital Markets, Ubs Financial Services, Global Retirement Partners LLC, Kestra Advisory Services LLC, Alerus Financial, N.a., Matrix Trust Company, Fidelity, and Raymond James and Associates.
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