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 health and welfare funds, outpatient health care practitioners and facilities, hospitals, and grantmaking foundations with revenues ranging from $4.1 million to $89 million.

Primary location:
Nashville, TN
All locations:
Identified clients:
Avg client size:
$95 mil revenue
Median client size:
$17 mil revenue

Ubs Financial Services Inc client list

1The Michael J. Fox Foundation for PARKINSON'S Research501(c)(3)New York, NY
2National Multiple Sclerosis Society501(c)(3)New York, NY
3Easter Seals501(c)(3)Chicago, IL
4Association of National Advertisers (ANA)501(c)(6)New York, NY
5National Electrical Manufacturers Association (NEMA)501(c)(6)Rosslyn, VA
6International Council of Shopping Centers (ICSC)501(c)(6)New York, NY
7Rock and Roll Hall of Fame501(c)(3)Cleveland, OH
8Boys & Girls Clubs of San Francisco (BGCSF)501(c)(3)San Francisco, CA
9Eugene McDermott Foundation501(c)(3)Dallas, TX
10The Roberts Foundation501(c)(3)San Mateo, CA
...and 142 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 M&T Bank, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Newport Group, Inc., Morgan Stanley Smith Barney LLC, Fidelity Investments, RBC Wealth Management, Merrill Lynch Pierce Fenner and Smith, and Reliance Trust Company.

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