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 commercial bank 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, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $1.8 million to $61 million.

Primary location:
Bethesda, MD
All locations:
MD, NJ, CO, TX, TN, NY, GA, IN
Identified clients:
90
Avg client size:
$125 mil revenue
Median client size:
$10 mil revenue

Ubs Financial Services client list

 NameTypeLocation
1Fidelity Investments Charitable Gift Fund501(c)(3)Boston, MA
2Front Porch Communities and Services501(c)(3)Glendale, CA
3NYC & Company501(c)(6)New York, NY
4Knollwood Military Retirement Community (ADF)501(c)(3)Washington, DC
5University of Maryland Capital Region Health501(c)(3)Laurel, MD
6Methodist Hospital of Southern California501(c)(3)Arcadia, CA
7Satellite Healthcare501(c)(3)San Jose, CA
8New York Independent System Operator / Cheryl Hussey (NYISO)501(c)(3)Rensselaer, NY
9Pioneer Human Services501(c)(3)Seattle, WA
10Marcus Jewish Community Center of Atlanta (MJCCA)501(c)(3)Dunwoody, GA
...and 80 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 Kestra Investment Services LLC, Nationwide, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, Global Retirement Partners LLC, Valic, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, and Newport Group, Inc..

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