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).

Primary location:

Bethesda, MD

Clients in:

NY, IN, OH, TX, MD, GA, KY, FL, LA, CA, NJ, CO, MA

Identified clients:

106

Avg client size:

$134 mil revenue

Median client size:

$10 mil revenue

	Name	Type	Location
1	Success Academy Charter Schools	501(c)(3)	New York, NY
2	Windsong Trust	501(c)(3)	Manhattan Beach, CA
3	Walter S Johnson Foundation (WSJF)	501(c)(3)	San Francisco, CA
4	The Whitcomb Family Foundation	501(c)(3)	Wilmington, DE
5	Valley Fund Charitable Foundation	501(c)(3)	Wilmington, DE
6	The Frank De Angeli Family Foundation	501(c)(3)	Wilmington, DE
7	Cy Twombly Foundation	501(c)(3)	New York, NY
8	Wilson-Oconnor Family Foundation	501(c)(3)	Reston, VA
9	The Francine A LeFrak Foundation	501(c)(3)	Wilmington, DE
10	Marcus Jewish Community Center of Atlanta (MJCCA)	501(c)(3)	Dunwoody, GA
...	and 96 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ