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, hospitals, outpatient health care practitioners and facilities, individual and family services, and grantmaking foundations with revenues ranging from $1.3 million to $34 million.
| 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 | Cy Twombly Foundation | 501(c)(3) | New York, NY | ||
| 7 | The Francine A LeFrak Foundation | 501(c)(3) | Wilmington, DE | ||
| 8 | Marcus Jewish Community Center of Atlanta (MJCCA) | 501(c)(3) | Dunwoody, GA | ||
| 9 | Hamill Foundation | 501(c)(3) | Houston, TX | ||
| 10 | Midwest Reliability Organization | 501(c)(3) | Saint Paul, MN | ||
| ... | 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 Mutual Of America Life Insurance Company, Nationwide, Merrill Lynch Pierce Fenner and Smith, Cetera Advisor Networks, LLC, Reliance Trust Company, Kestra Investment Services LLC, Morgan Stanley Smith Barney LLC, Ascensus, RBC Wealth Management, and Ubs Financial Services Inc.
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