Cause IQ vendor profile

Ubs Financial Services Inc


Ubs Financial Services Inc is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and professional and technical services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

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 $8.4 million to $136 million.

Primary location:
Nashville, TN
All locations:
VA, NJ, MA, TX, OH, CA, TN, NY, PA, SC, OK
Identified clients:
105
Avg client size:
$114 mil revenue
Median client size:
$16 mil revenue

Ubs Financial Services Inc client list

 NameTypeLocation
1National Multiple Sclerosis Society501(c)(3)New York, NY
2The Michael J. Fox Foundation for PARKINSON'S Research501(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
6Easterseals Southern California501(c)(3)Irvine, CA
7Rock and Roll Hall of Fame501(c)(3)Cleveland, OH
8Huntington Library Art Museum and Botanical Gardens501(c)(3)San Marino, CA
9Casey Family Programs501(c)(3)Seattle, WA
10The Recording Academy501(c)(6)Santa Monica, CA
...and 95 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 LPL Financial, The Segal Company, Ubs Financial Services, Milliman, Aetna Inc, Morgan Stanley Smith Barney, Vanguard Energy Services LLC, Morgan Stanley, Usi Consulting Group, and Reliance Trust Company.

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