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 $853,868 to $47 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Fidelity Investments Charitable Gift Fund | 501(c)(3) | Boston, MA | ||
| 2 | Windsong Trust | 501(c)(3) | Manhattan Beach, CA | ||
| 3 | Cy Twombly Foundation | 501(c)(3) | New York, NY | ||
| 4 | Walter S Johnson Foundation (WSJF) | 501(c)(3) | San Francisco, CA | ||
| 5 | Valley Fund Charitable Foundation | 501(c)(3) | Wilmington, DE | ||
| 6 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD | ||
| 7 | Marcus Jewish Community Center of Atlanta (MJCCA) | 501(c)(3) | Dunwoody, GA | ||
| 8 | Strake Foundation | 501(c)(3) | Houston, TX | ||
| 9 | University of Houston Law Foundation | 501(c)(3) | Houston, TX | ||
| 10 | Chipstone Foundation | 501(c)(3) | Milwaukee, WI | ||
| ... | and 90 more Ubs Financial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Ubs Financial Services in the nonprofit sector include Morningstar, Ubs Financial Services, Inc., The Segal Company, RBC Capital Markets, JP Morgan Chase, Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Newport Group, Inc., Variable Annuity Life Insurance Co., and Ascensus.
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