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