Ubs Financial Services is a firm that provides financial advisor, investment management, insurance agent or broker, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Delaware (although they are present in other states as well).
Most Ubs Financial Services clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, elementary and secondary schools, and grantmaking foundations with revenues ranging from $1.3 million to $33 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Windsong Trust | 501(c)(3) | Manhattan Beach, CA | ||
| 2 | Cy Twombly Foundation | 501(c)(3) | New York, NY | ||
| 3 | The Whitcomb Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 4 | Walter S Johnson Foundation (WSJF) | 501(c)(3) | San Francisco, CA | ||
| 5 | The Frank De Angeli Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 6 | Wilson-Oconnor Family Foundation | 501(c)(3) | Reston, VA | ||
| 7 | Marcus Jewish Community Center of Atlanta (MJCCA) | 501(c)(3) | Dunwoody, GA | ||
| 8 | Hamill Foundation | 501(c)(3) | Houston, TX | ||
| 9 | University of Houston Law Foundation | 501(c)(3) | Houston, TX | ||
| 10 | Genesis Healthcare System | 501(c)(3) | Zanesville, OH | ||
| ... | and 95 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs Financial Services in the nonprofit sector include Ubs Financial Services, Inc., Adp, Wells Fargo Clearing Services LLC, RBC Capital Markets, The Segal Company, JP Morgan Chase, Great-West Life and Annuity Insurance Co., Kestra Investment Services LLC, Reliance Trust Company, and Nationwide.
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