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 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 $4.5 million to $86 million.

Primary location:
Nashville, TN
All locations:
NY, TN, NJ, PA, OK, OH, TX, MA, VA, SC, CA
Identified clients:
106
Avg client size:
$106 mil revenue
Median client size:
$14 mil revenue

Ubs Financial Services Inc client list

 NameTypeLocation
1National Multiple Sclerosis Society501(c)(3)New York, NY
2Easter Seals501(c)(3)Chicago, IL
3Association of National Advertisers (ANA)501(c)(6)New York, NY
4National Electrical Manufacturers Association (NEMA)501(c)(6)Rosslyn, VA
5Easterseals Southern California501(c)(3)Irvine, CA
6Rock and Roll Hall of Fame501(c)(3)Cleveland, OH
7Huntington Library Art Museum and Botanical Gardens501(c)(3)San Marino, CA
8Casey Family Programs501(c)(3)Seattle, WA
9Jcca501(c)(3)Brooklyn, NY
10Hathaway-Sycamores Child and Family Services501(c)(3)Pasadena, CA
...and 96 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 Merrill Lynch, Usi Consulting Group, Reliance Trust Company, Vanguard Energy Services LLC, Morgan Stanley Smith Barney, Cigna, Aetna Inc, Morgan Stanley, Milliman, and Ascensus.

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