Cause IQ vendor profile

Ubs Financial Services

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, individual and family services, and grantmaking foundations with revenues ranging from $1.2 million to $51 million.

Primary location:
Bethesda, MD
All locations:
Identified clients:
Avg client size:
$155 mil revenue
Median client size:
$10 mil revenue

Ubs Financial Services client list

1Fidelity Investments Charitable Gift Fund501(c)(3)Boston, MA
2Front Porch Communities and Services501(c)(3)Glendale, CA
3Windsong Trust501(c)(3)Manhattan Beach, CA
4The Living Legacy Foundation of Maryland501(c)(3)Wilmington, DE
5Cy Twombly Foundation501(c)(3)New York, NY
6Walter S Johnson Foundation (WSJF)501(c)(3)San Francisco, CA
7University of Maryland Capital Region Health501(c)(3)Upper Marlboro, MD
8Marcus Jewish Community Center of Atlanta (MJCCA)501(c)(3)Dunwoody, GA
9Strake Foundation501(c)(3)Houston, TX
10Skolnick Family Charitable Trust501(c)(3)North Miami, FL
...and 89 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ

Ubs Financial Services competitors

Competitors to Ubs Financial Services in the nonprofit sector include Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Newport Group, Inc., Morgan Stanley Smith Barney LLC, RBC Wealth Management, Ubs Financial Services Inc, Ubs Financial Services, Inc., Morningstar, and RBC Capital Markets.

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