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 administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Ubs Financial Services Inc clients are outpatient health care practitioners and facilities, health and welfare funds, hospitals, social advocacy organizations, and grantmaking foundations with revenues ranging from $9.2 million to $107 million.

Primary location:
Dallas, TX
All locations:
VA, NJ, MA, TX, OH, CA, TN, PA, OK
Identified clients:
80
Avg client size:
$100 mil revenue
Median client size:
$15 mil revenue

Ubs Financial Services Inc client list

 NameTypeLocation
1The Michael J. Fox Foundation for PARKINSON'S Research501(c)(3)New York, NY
2National Electrical Manufacturers Association (NEMA)501(c)(6)Rosslyn, VA
3Girl Scout Council of the Nation's Capital (GSCNC)501(c)(3)Washington, DC
4Human Rights First501(c)(3)New York, NY
5The Huntington Library Art Collections and Botanical Gardens501(c)(3)San Marino, CA
6The Recording Academy501(c)(6)Santa Monica, CA
7Jcca501(c)(3)Brooklyn, NY
8Southwestern Law School501(c)(3)Los Angeles, CA
9NYC & Company501(c)(6)New York, NY
10Emerald Heights501(c)(3)Redmond, WA
...and 70 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 Metlife Securities Inc, Ascensus, Minnesota Life Insurance Company, Kibble and Prentice, Ubs Financial Services, LPL Financial, Milliman, Vanguard Energy Services LLC, Usi Consulting Group, and Newport Group, Inc..

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