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 and New York (although they are present in other states as well).
Most Ubs Financial Services clients are health and welfare funds, elementary and secondary schools, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $1.2 million to $45 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Windsong Trust | 501(c)(3) | Manhattan Beach, CA | ||
| 2 | Cy Twombly Foundation | 501(c)(3) | New York, NY | ||
| 3 | Walter S Johnson Foundation (WSJF) | 501(c)(3) | San Francisco, CA | ||
| 4 | The Frank De Angeli Family Foundation | 501(c)(3) | Wilmington, DE | ||
| 5 | Wilson-Oconnor Family Foundation | 501(c)(3) | Reston, VA | ||
| 6 | Marcus Jewish Community Center of Atlanta (MJCCA) | 501(c)(3) | Dunwoody, GA | ||
| 7 | University of Houston Law Foundation | 501(c)(3) | Houston, TX | ||
| 8 | Genesis Healthcare System | 501(c)(3) | Zanesville, OH | ||
| 9 | Word of Life Fellowship | 501(c)(3) | Schroon Lake, NY | ||
| 10 | New Hope Community | 501(c)(3) | Loch Sheldrake, NY | ||
| ... | and 99 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs Financial Services in the nonprofit sector include RBC Capital Markets, The Segal Company, JP Morgan Chase, Raymond James and Associates, Merrill Lynch, Ubs, Wells Fargo Bank, Morgan Stanley Smith Barney, Aetna Inc, and Morgan Stanley.
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