Cause IQ vendor profile

Ubs Financial Services


Ubs Financial Services is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Ubs Financial Services clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $1.7 million to $54 million.

Primary location:
Bethesda, MD
All locations:
MD, NJ, CO, NY, GA, IN
Identified clients:
80
Avg client size:
$142 mil revenue
Median client size:
$11 mil revenue

Ubs Financial Services client list

 NameTypeLocation
1Fidelity Investments Charitable Gift Fund501(c)(3)Boston, MA
2NYC & Company501(c)(6)New York, NY
3Knollwood Military Retirement Community (ADF)501(c)(3)Washington, DC
4University of Maryland Capital Region Health501(c)(3)Laurel, MD
5Satellite Healthcare501(c)(3)San Jose, CA
6New York Independent System Operator / Cheryl Hussey (NYISO)501(c)(3)Rensselaer, NY
7Marcus Jewish Community Center of Atlanta (MJCCA)501(c)(3)Dunwoody, GA
8Jewish Home and Care Center501(c)(3)Milwaukee, WI
9Indiana Masonic Home Foundation501(c)(3)Indianapolis, IN
10Fisher Titus Medical Center501(c)(3)Norwalk, OH
...and 70 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 Gallagher Benefit Services Inc, Raymond James and Associates, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Nationwide, Metlife Securities Inc, Newport Group, Inc., Ubs Financial Services Inc, Ascensus, and Vanguard Energy Services LLC.

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