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 administrative support 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, civic and social organizations, and grantmaking foundations with revenues ranging from $10 million to $62 million.

Primary location:
Bethesda, MD
All locations:
Identified clients:
Avg client size:
$139 mil revenue
Median client size:
$13 mil revenue

Ubs Financial Services client list

1Fidelity Investments Charitable Gift Fund501(c)(3)Boston, MA
2NYC & Company501(c)(6)New York, NY
3Knollwood Military Retirement Community (ADF)501(c)(3)Washington, DC
4University of Maryland Capital Region Health501(c)(3)Laurel, MD
5Satellite Healthcare501(c)(3)San Jose, CA
6New York Independent System Operator (NYISO)501(c)(3)Rensselaer, NY
7Marcus Jewish Community Center of Atlanta (MJCCA)501(c)(3)Dunwoody, GA
8Jewish Home and Care Center501(c)(3)Milwaukee, WI
9Indiana Masonic Home Foundation501(c)(3)Indianapolis, IN
10Fisher Titus Medical Center501(c)(3)Norwalk, OH
...and 55 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 Metlife Securities Inc, Ascensus, LPL Financial, Usi Consulting Group, Milliman, Vanguard Energy Services LLC, Kibble and Prentice, Minnesota Life Insurance Company, Nationwide, and Morgan Stanley Smith Barney.

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