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, civic and social organizations, hospitals, and grantmaking foundations with revenues ranging from $8.1 million to $69 million.

Primary location:
Bethesda, MD
All locations:
MD, NJ, IN, GA, NY
Identified clients:
63
Avg client size:
$143 mil revenue
Median client size:
$12 mil revenue

Ubs Financial Services client list

 NameTypeLocation
1Fidelity Investments Charitable Gift Fund501(c)(3)Boston, MA
2Avow501(c)(3)Naples, FL
3University of Maryland Capital Region Health501(c)(3)Laurel, MD
4Satellite Healthcare501(c)(3)San Jose, CA
5New York Independent System Operator (NYISO)501(c)(3)Rensselaer, NY
6Fisher Titus Medical Center501(c)(3)Norwalk, OH
7California Association of Professional Employees (CAPE)501(c)(9)Pasadena, CA
8SkillPath501(c)(3)Mission, KS
9Hawaii Carpenters Health & Welfare Trust Fund501(c)(9)Honolulu, HI
10Hope Community Resources501(c)(3)Anchorage, AK
...and 53 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 Ascensus, Vanguard Energy Services LLC, Newport Group, Inc., Merrill Lynch Pierce Fenner and Smith, Nationwide, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Morgan Stanley, Variable Annuity Life Insurance Company, and Global Retirement Partners LLC.

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