Cause IQ vendor profile

Ubs Financial Services Inc


Ubs Financial Services Inc is a firm that provides financial advisor, insurance agent or broker, investment management, consulting services, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Texas (although they are present in other states as well).

Most Ubs Financial Services Inc clients are outpatient health care practitioners and facilities, hospitals, health and welfare funds, and grantmaking foundations with revenues ranging from $3.4 million to $71 million.

Primary location:
Nashville, TN
Clients in:
MA, SC, CA, NJ, OH, AR, TX, NY, PA, MD, TN, NC
Identified clients:
169
Avg client size:
$61 mil revenue
Median client size:
$15 mil revenue

Ubs Financial Services Inc client list

  Name Type Location
1 The Michael J. Fox Foundation for Parkinsons Research 501(c)(3) New York, NY
2 National Multiple Sclerosis Society 501(c)(3) New York, NY
3 Association of National Advertisers (ANA) 501(c)(6) New York, NY
4 International Council of Shopping Centers (ICSC) 501(c)(6) New York, NY
5 Easter Seals 501(c)(3) Chicago, IL
6 American Library Association (ALA) 501(c)(3) Chicago, IL
7 National Electrical Manufacturers Association (NEMA) 501(c)(6) Rosslyn, VA
8 Polaris Project 501(c)(3) Washington, DC
9 Rock and Roll Hall of Fame 501(c)(3) Cleveland, OH
10 Boys & Girls Clubs of San Francisco (BGCSF) 501(c)(3) San Francisco, CA
... and 159 more Ubs Financial Services Inc not-for-profit tax-exempt clients identified by Cause IQ

Ubs Financial Services Inc competitors

Competitors to Ubs Financial Services Inc in the nonprofit sector include Morningstar, Minnesota Life Insurance Company, Ubs Financial Services, RBC Capital Markets, The Segal Company, Cambridge Investment Research Inc, Ubs Financial Services, Inc., Adp, JP Morgan Chase, and Raymond James and Associates.

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